Schedule a MoneyAdvice Session

These sessions are offered via Zoom or telephone. Select the advisor of your choice to view their available appointments.
To schedule an in-person session at our office, please contact your advisor directly.
Have questions? Need more flexibility? Call our office at 866-232-6457.

Matthew Vandre

Financial Therapist, Master Planner

As a financial planner, I’m experienced at helping people of all sorts and backgrounds make good financial choices, accomplish life goals, and improve their relationships through a blend of education, advice, and coaching. So, bring me your questions and tell me your dreams, because together we’ve got this money thing!

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: Series 66
• Industry Experience: Since 2010
• Education: B.A. in Social Economics University of Wisconsin – Milwaukee; Master of Science in Behavioral Finance, University of Alabama

Jay Voigt

Money Sherpa, Strategy Guru

I love it when my participants have their “Aha” moments; whether it is finally understanding their credit score, discovering a path out of a financial mess, or learning to manage their retirement plan.  I work hard to turn complicated information into understandable and usable action items.

When I am not teaching people about money, I am teaching them to ski. Much like financial planning, skiing is about mastering the basics and adapting to changes in the terrain. Schedule a time to work with me; together, we can conquer your mountain.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 1998
• Education: B.A. in Business Administration, Cardinal Stritch University; Master of Business Administration, University of Wisconsin – Whitewater
• Navy Veteran

Eric Hencley

Financial Adventurer, Slayer of Pessimism

Hello, I’m a financial advisor with a strong belief in keeping saving, spending, and investing simple. I have a knack for breaking down these concepts into digestible bites and organizing that into a plan that fits your situation. My goal is to help YOU make YOUR plan.

I have a diverse background working for the US Government and have lived in 4 countries and worked in 17 more. When I’m not working, I like to spend my time enjoying the outdoors with my family.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 66
• Industry Experience: Since 2017
• Education: BA in Business, Wayland Baptist University; Masters of Business Administration, Liberty University
• Retired Air Force

Tim Shirk

Surprised by Life, Ready to Help

I am defined by my faith, love for my wife, and live vicariously through my kids.

While spending 12 years as a flight instructor and mechanic at companies with no retirement benefits, I learned how hard and confusing money can be. During that time, I also learned that I enjoy making complex subjects simple and helping others achieve their financial goals.

So, I went back to school, picked up a CERTIFIED FINANCIAL PLANNER™ designation, and have spent over fifteen years helping people like you achieve their financial goals.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 2006
• Education: B.S. in Missionary Aviation Technology, Moody Bible Institute of Chicago

Kelli Send

Creative and Fun Educator, Master Helper

Hello! I’m a money coach with a passion for helping people make sense of their money. As one of our founders, I’ve seen many left confused, and even worse – frozen – by this intimidating issue. Money doesn’t have to be that way. I’ll help you feel empowered with your finances and achieve your goals.

I’m a master juggler and know the struggles of managing a career, kids, and a household. My happy place is on top of a mountain with boards on my feet (plus, Disney World, of course!). Together, we’ve got this!

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 1987
• Education: B.A. in Marketing, Michigan State University; Masters of Adult Education, Carroll University

Peter Castro

Mission Builder, Money Mentor

Money is personal, and advice you receive about it should be unique to what you value. I’ve seen how money can become a pain point in lives. As a married father of three, I see family members and friends struggle with making wise financial decisions. Decisions about money affect every area of our lives.

So, whatever stage of life you’re in, I look forward to hearing your story and seeing how we can accomplish your goals while taking the confusion and stress out of your money. Let’s connect and get started!

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 2017
• Education: B.S. in Integrated Ministry Studies, Moody Bible Institute

Jamie Rybak

Wealth Wizard, Deduction Detective

In school they don’t teach us how to buy a house or calculate our taxes. Instead, we learn how to find the circumference of a circle and identify prime numbers. The finance skills we need for life decisions come from a difference source, and that’s what I’m here to provide. I sit on the same side of the table as you to help you figure out how to use your financial resources to achieve your life goals. I specialize in tax planning, but no financial topic is off the table.

Qualifications

• ERISA Fiduciary: At All Times
• Designations & Licensing: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65
• Industry Experience: Since 2016
• Education: B.A. in Business Administration, Principia College

Pedro Dominguez (hablo español)

Passionate Planner

¡Hola! I’m a Financial Planner passionate about making money less stressful for you. I believe automation and technology can go a long way to making your finances simpler. I will be your #1 cheerleader throughout your financial journey! It’s a huge reward for me when I see others succeed in their money goals. Allow me to walk you through the money challenges in life, you’ll be surprised at what you can learn.  I live in Sauk City, WI with my  partner and 2 children, we love new experiences, traveling and are huge Disney/Pixar fans.

Qualifications

• ERISA Fiduciary: At All Times
• Designations and Licensing: Series 65
• Active Since: 2022
• Education: A.A.S. Accounting, Madison College, B.S. Consumer Finance and Financial Planning, University of Wisconsin – Madison (enrolled)