Our team

Team member
Ben Carr
CFP®, ChFC®, CASL®, FIC, RICP®, BFA™
Financial Advisor

Founder of Turnhall Financial Group

A financial services practice of Thrivent.


With more than 10 years in the industry, Ben focuses on building actionable financial plans for our clients and excels at explaining complex concepts in an accessible way. He leads the team in our vision and mission to serve humbly, while being forward thinking and devoted to helping you feel good about your finances.

States Licensed: AL, AR Insurance Lic. #11152581, AZ, CA Insurance Lic. #0L61012, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

About Ben Carr

Founder of Turnhall Financial Group

A financial services practice of Thrivent.


With more than 10 years in the industry, Ben focuses on building actionable financial plans for our clients and excels at explaining complex concepts in an accessible way. He leads the team in our vision and mission to serve humbly, while being forward thinking and devoted to helping you feel good about your finances.

States Licensed: AL, AR Insurance Lic. #11152581, AZ, CA Insurance Lic. #0L61012, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Team member
Jennifer Binninger-Gomez
Financial Advisor

Jennifer brings her experience as a planning administrator for our team to the role of Financial Advisor. She is dedicated to her community and aligns with Turnhall Financial Group to serve more people, leading them to be more secure, and guiding them to be more generous. She is a graduate of the University of Wisconsin–La Crosse and loves to travel and spend time outdoors with her family.

States Licensed: CO, FL, IL, IN, KY, MD, MI, MN, NC, ND, WI

About Jennifer Binninger-Gomez

Jennifer brings her experience as a planning administrator for our team to the role of Financial Advisor. She is dedicated to her community and aligns with Turnhall Financial Group to serve more people, leading them to be more secure, and guiding them to be more generous. She is a graduate of the University of Wisconsin–La Crosse and loves to travel and spend time outdoors with her family.

States Licensed: CO, FL, IL, IN, KY, MD, MI, MN, NC, ND, WI
Team member
Chase Gould
Financial Advisor

As a financial advisor, Chase is dedicated to helping as many people as possible be good stewards with their money, making them more secure. In doing so, he is leading them to a life of generosity. Chase lives and serves the community of Madison, Wisconsin, with his wife and can often be found at High Point Church living out his commitment to generous living.

States Licensed: IL, KY, MA, MI, MN, NV, SD, TN, TX, WI

About Chase Gould

As a financial advisor, Chase is dedicated to helping as many people as possible be good stewards with their money, making them more secure. In doing so, he is leading them to a life of generosity. Chase lives and serves the community of Madison, Wisconsin, with his wife and can often be found at High Point Church living out his commitment to generous living.

States Licensed: IL, KY, MA, MI, MN, NV, SD, TN, TX, WI
Team member
Thomas Mueller
Financial Advisor

Coming from a management background in the hospitality industry, Tom knows what it takes to provide exceptional service. With close ties to the community, he is passionate about partnering with you in overseeing your finances.

States Licensed: FL, KY, MI, OH, WI

About Thomas Mueller

Coming from a management background in the hospitality industry, Tom knows what it takes to provide exceptional service. With close ties to the community, he is passionate about partnering with you in overseeing your finances.

States Licensed: FL, KY, MI, OH, WI
Team member
Stacie Patchett
FIC, CLTC®
Financial Associate

With more than 15 years at Thrivent, Stacie is highly experienced in helping clients reach their financial goals and map out a path to a more secure financial future. Stacie’s expertise and close ties to the Appleton community make her passionate about the partnerships she forms with her clients.

States Licensed: FL, IA, IL, MD, MI, MN, NE, SC, TX, WI

About Stacie Patchett

With more than 15 years at Thrivent, Stacie is highly experienced in helping clients reach their financial goals and map out a path to a more secure financial future. Stacie’s expertise and close ties to the Appleton community make her passionate about the partnerships she forms with her clients.

States Licensed: FL, IA, IL, MD, MI, MN, NE, SC, TX, WI
Team member
Timothy Saeger
ChFC®, FIC, RICP®
Financial Advisor

Tim is passionate about helping people live abundantly and give generously. As a family, Tim, his wife, Connie, and two children can be found playing sports, especially ice hockey, cooking together, traveling and always trying new things. As an active member of the community, Tim serves in numerous ways, on multiple boards, including Above & Beyond Children’s Museum and the Chamber of Commerce. He is also involved in the REINS Equestrian Therapy Program, Habitat For Humanity Lakeside, Nourish Farms, and the Rotary Club. Tim strives to be a positive influence in people’s stories and is happiest when he is helping others reach their highest potential.

States Licensed: AR Insurance Lic. #13566453, FL, IL, KY, MI, NC, PA, WI

About Timothy Saeger

Tim is passionate about helping people live abundantly and give generously. As a family, Tim, his wife, Connie, and two children can be found playing sports, especially ice hockey, cooking together, traveling and always trying new things. As an active member of the community, Tim serves in numerous ways, on multiple boards, including Above & Beyond Children’s Museum and the Chamber of Commerce. He is also involved in the REINS Equestrian Therapy Program, Habitat For Humanity Lakeside, Nourish Farms, and the Rotary Club. Tim strives to be a positive influence in people’s stories and is happiest when he is helping others reach their highest potential.

States Licensed: AR Insurance Lic. #13566453, FL, IL, KY, MI, NC, PA, WI
Team member
Steven Sievers
FIC
Financial Advisor

Steve brings years of experience and a deep connection with Cedarburg to Turnhall Financial Group. Before becoming a financial advisor, Steve taught second grade at First Immanuel Lutheran School and continues that passion for teaching and service into his role helping people reach their goals. He uses a unique, holistic planning approach to have a positive impact in his client’s lives, the community, and the world. When Steve is not helping others, he is spending time snow skiing or water skiing with his family. He also holds the Guinness World Record for most barefoot water skiers behind a boat and for the largest human water ski pyramid.

States Licensed: FL, IA, KY, MI, NV, WI

About Steven Sievers

Steve brings years of experience and a deep connection with Cedarburg to Turnhall Financial Group. Before becoming a financial advisor, Steve taught second grade at First Immanuel Lutheran School and continues that passion for teaching and service into his role helping people reach their goals. He uses a unique, holistic planning approach to have a positive impact in his client’s lives, the community, and the world. When Steve is not helping others, he is spending time snow skiing or water skiing with his family. He also holds the Guinness World Record for most barefoot water skiers behind a boat and for the largest human water ski pyramid.

States Licensed: FL, IA, KY, MI, NV, WI
Team member
Jeremy Sperl
BFA™
Financial Advisor

Jeremy is committed to impacting his community, serving on multiple community boards, and being an active member of his hometown church. He also coaches swim and soccer and enjoys time at the gym and the pool. In addition, Jeremy walks alongside his clients during times of celebration and tragedy to help them celebrate all they have received and remember generosity in all of life. Jeremy can usually be at the lake during his downtime with his wife and two daughters.

States Licensed: FL, KY, MI, WI

About Jeremy Sperl

Jeremy is committed to impacting his community, serving on multiple community boards, and being an active member of his hometown church. He also coaches swim and soccer and enjoys time at the gym and the pool. In addition, Jeremy walks alongside his clients during times of celebration and tragedy to help them celebrate all they have received and remember generosity in all of life. Jeremy can usually be at the lake during his downtime with his wife and two daughters.

States Licensed: FL, KY, MI, WI
Team member
Steven Brinkman
BFA™
Financial Advisor

About Steven Brinkman

Team member
Travis Schumann
Financial Advisor

Travis brings innovation and fresh ideas to the Turnhall Financial Group team and a passion for helping people achieve their financial goals. He loves a night at home watching movies with his wife and sons as much as traveling the world, and he is committed to making the Appleton community home. Travis is a great financial partner, ready to help with whatever life brings next.

States Licensed: CA Insurance Lic. #4100079, CO, CT, IN, KY, MI, MN, NE, OH, SC, TX, WI

About Travis Schumann

Travis brings innovation and fresh ideas to the Turnhall Financial Group team and a passion for helping people achieve their financial goals. He loves a night at home watching movies with his wife and sons as much as traveling the world, and he is committed to making the Appleton community home. Travis is a great financial partner, ready to help with whatever life brings next.

States Licensed: CA Insurance Lic. #4100079, CO, CT, IN, KY, MI, MN, NE, OH, SC, TX, WI
Team member
Megan Weigand
Financial Associate

Managing Partner of Turnhall Financial Group

A financial services practice of Thrivent.


Megan supervises all business operations and is part of our Leadership Team. She develops processes and gets the right information to the right staff members, ensuring everything runs smoothly. In her free time, Megan loves seeing live music with family and friends.

States Licensed: AL, AR Insurance Lic. #20727156, AZ, CA Insurance Lic. #4357128, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

About Megan Weigand

Managing Partner of Turnhall Financial Group

A financial services practice of Thrivent.


Megan supervises all business operations and is part of our Leadership Team. She develops processes and gets the right information to the right staff members, ensuring everything runs smoothly. In her free time, Megan loves seeing live music with family and friends.

States Licensed: AL, AR Insurance Lic. #20727156, AZ, CA Insurance Lic. #4357128, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Team member
Emily Klotz
Director of Dedicated Planning Operations

Director of Dedicated Planning Operations of Turnhall Financial Group

A financial services practice of Thrivent.


Emily heads up our Meeting Preparation Team, ensuring all of our Financial Advisors are helping clients reach their financial goals and become more generous. When life isn’t too busy with her two middle-school-aged daughters, Emily enjoys sitting by the river that runs by her home and tending to the plants that keep her home vibrant.


QUOTE: “Generosity is giving without any expectation or hope of receiving. It’s an expression of love.”

States Licensed: GA, IN, KY, LA, MI, MN, ND, OH, WI

About Emily Klotz

Director of Dedicated Planning Operations of Turnhall Financial Group

A financial services practice of Thrivent.


Emily heads up our Meeting Preparation Team, ensuring all of our Financial Advisors are helping clients reach their financial goals and become more generous. When life isn’t too busy with her two middle-school-aged daughters, Emily enjoys sitting by the river that runs by her home and tending to the plants that keep her home vibrant.


QUOTE: “Generosity is giving without any expectation or hope of receiving. It’s an expression of love.”

States Licensed: GA, IN, KY, LA, MI, MN, ND, OH, WI
Team member
Bree Talbot
Insurance Office Professional

Director of Practice Development of Turnhall Financial Group

A financial services practice of Thrivent.


As our VP of Advisor Relations and Consulting, Bree builds and maintains relationships with our advisors while consistently looking for ways to drive engagement. She equips the advisors with streamlined processes allowing them to help more people become financially secure and lead to infinitely more generosity.

 

Outside of work, Bree loves to help people with fitness and nutrition goals, spend time with her family, and enjoys live music. She’s most known for her puns and daily non-negotiable walks with her dog, Prince, encouraging others to change their mindset from “have to” to “get to.” 

    About Bree Talbot

    Director of Practice Development of Turnhall Financial Group

    A financial services practice of Thrivent.


    As our VP of Advisor Relations and Consulting, Bree builds and maintains relationships with our advisors while consistently looking for ways to drive engagement. She equips the advisors with streamlined processes allowing them to help more people become financially secure and lead to infinitely more generosity.

     

    Outside of work, Bree loves to help people with fitness and nutrition goals, spend time with her family, and enjoys live music. She’s most known for her puns and daily non-negotiable walks with her dog, Prince, encouraging others to change their mindset from “have to” to “get to.” 

      Team member
      Alicia Guidry
      Associate

      After earning her finance degree from the University of Louisiana-Lafayette, Alicia has spent the last ten years helping clients become more financially secure and live generously. She can often be found outdoors with her family and dogs, enjoying tennis, disc golf, biking, or just relaxing on the beach. During the Spring and Fall, they often attend “Downtown Alive,” where they listen to local live music and enjoy local food. Even though days are usually filled, Alicia and her family volunteer at the local food bank and support Habitat for Humanity.


      QUOTE: “Generosity is being present, available, and willing to lend a hand to family, friends, and community without hesitation or expectations of reciprocity.”

      States Licensed: LA, WI

        About Alicia Guidry

        After earning her finance degree from the University of Louisiana-Lafayette, Alicia has spent the last ten years helping clients become more financially secure and live generously. She can often be found outdoors with her family and dogs, enjoying tennis, disc golf, biking, or just relaxing on the beach. During the Spring and Fall, they often attend “Downtown Alive,” where they listen to local live music and enjoy local food. Even though days are usually filled, Alicia and her family volunteer at the local food bank and support Habitat for Humanity.


        QUOTE: “Generosity is being present, available, and willing to lend a hand to family, friends, and community without hesitation or expectations of reciprocity.”

        States Licensed: LA, WI
          Team member
          Chris Kotch
          Associate

          Chris has years of financial planning experience, strengthening our Meeting Preparation Team by creating customized financial plans that allow clients to live a life of financial independence. He earned his Certified Financial Planner designation in November 2021, allowing him even greater insight into how he can continue to help people and lead them to be more generous. In his free time, he enjoys exercising, baseball, and spending time with friends and family, especially at his favorite hometown hibachi and sushi restaurants.


          QUOTE: “Generosity means giving freely to help others without expecting anything in return.”

          States Licensed: TX

          About Chris Kotch

          Chris has years of financial planning experience, strengthening our Meeting Preparation Team by creating customized financial plans that allow clients to live a life of financial independence. He earned his Certified Financial Planner designation in November 2021, allowing him even greater insight into how he can continue to help people and lead them to be more generous. In his free time, he enjoys exercising, baseball, and spending time with friends and family, especially at his favorite hometown hibachi and sushi restaurants.


          QUOTE: “Generosity means giving freely to help others without expecting anything in return.”

          States Licensed: TX
          Team member
          Ian Cole
          CFP®
          Associate

          Ian is dedicated to helping people live a life of generosity and, alongside meeting with clients, is helping our Meeting Preparation Team run smoothly and efficiently. He enjoys a good book with a French-Press coffee in Riverside Park as much as he does getting his hands dirty in the Vegetable garden. Ian is happiest when he can freely give all he has received and inspire others to do the same.

          States Licensed: AL, FL, IL, IN, KY, MI, NC, NY, OH, PA, SC, VA, WI, WV

          About Ian Cole

          Ian is dedicated to helping people live a life of generosity and, alongside meeting with clients, is helping our Meeting Preparation Team run smoothly and efficiently. He enjoys a good book with a French-Press coffee in Riverside Park as much as he does getting his hands dirty in the Vegetable garden. Ian is happiest when he can freely give all he has received and inspire others to do the same.

          States Licensed: AL, FL, IL, IN, KY, MI, NC, NY, OH, PA, SC, VA, WI, WV
          Team member
          Amberlee Bratcher
          Office Professional

          Amberlee has years of experience as a Commodity Broker. She uses this attention to detail and dedication to helping people as a member of our Meeting Preparation Team. While a longtime midwest resident, she has never forgotten her roots. Amberlee, her husband, four children, and at least half a dozen other family members gather weekly for family dinner.

            About Amberlee Bratcher

            Amberlee has years of experience as a Commodity Broker. She uses this attention to detail and dedication to helping people as a member of our Meeting Preparation Team. While a longtime midwest resident, she has never forgotten her roots. Amberlee, her husband, four children, and at least half a dozen other family members gather weekly for family dinner.

              Team member
              Ravin Walters
              Securities Associate

              Ravin brings years of experience and knowledge to our Meeting Preparation team, having previously served as a Financial Advisor. He can usually be found staying active outdoors or perusing the Sorgasburg Open Air Food Market in his hometown of Los Angeles. Ravin is passionate about helping clients feel more secure and has countless stories of helping past clients through tough financial times.


              QUOTE: “Generosity is the final component to one’s sense of fulfillment. It means taking care of yourself first to allow you to take care of others. Once you’ve determined you’re on track for your goals, you should consider giving your time and or money to help others create a better life for themselves.”

                About Ravin Walters

                Ravin brings years of experience and knowledge to our Meeting Preparation team, having previously served as a Financial Advisor. He can usually be found staying active outdoors or perusing the Sorgasburg Open Air Food Market in his hometown of Los Angeles. Ravin is passionate about helping clients feel more secure and has countless stories of helping past clients through tough financial times.


                QUOTE: “Generosity is the final component to one’s sense of fulfillment. It means taking care of yourself first to allow you to take care of others. Once you’ve determined you’re on track for your goals, you should consider giving your time and or money to help others create a better life for themselves.”

                  Team member
                  Lynn Cox
                  Office Professional

                  Lynn is a critical member of our Cedarburg office team. Personally her family includes a husband and two daughters, would list going downtown to different restaurants and listening to concerts in the park as her “favorite place” and has recently been enjoying spending time with her family and friends, along with watching all of Wisconsin’s sports teams. When asked “What does generosity mean to you?” she shared “I believe that generosity means when you have the ability to give others something. Generosity comes in many different forms. It can be seen in how one gives of their time, talents, or treasures”.

                    About Lynn Cox

                    Lynn is a critical member of our Cedarburg office team. Personally her family includes a husband and two daughters, would list going downtown to different restaurants and listening to concerts in the park as her “favorite place” and has recently been enjoying spending time with her family and friends, along with watching all of Wisconsin’s sports teams. When asked “What does generosity mean to you?” she shared “I believe that generosity means when you have the ability to give others something. Generosity comes in many different forms. It can be seen in how one gives of their time, talents, or treasures”.

                      Team member
                      Rayna Cohen
                      Insurance Office Professional

                      Rayna is a critical member of our Turnhall Financial Group applications and documents team. Personally, she has 4 siblings and would list spending time with her family, working out at the gym, hitting golf balls at the driving range and traveling as her favorite things. She also listed her favorite place in her home town as Marshall’s!

                        About Rayna Cohen

                        Rayna is a critical member of our Turnhall Financial Group applications and documents team. Personally, she has 4 siblings and would list spending time with her family, working out at the gym, hitting golf balls at the driving range and traveling as her favorite things. She also listed her favorite place in her home town as Marshall’s!

                          Team member
                          Heidi Christophersen
                          Insurance Office Professional

                          Heidi joined Thrivent in 2012 and is a member of our Applications and Documents Team. With more than 25 years of operations experience, she helps execute the necessary paperwork for clients to achieve their financial goals. In her free time, Heidi enjoys spending time with her husband and their two daughters. She is a resident of Cedarburg and loves gardening, cooking, and antiquing. Heidi and her family attend Christ Alone Lutheran Church in Thiensville.

                            About Heidi Christophersen

                            Heidi joined Thrivent in 2012 and is a member of our Applications and Documents Team. With more than 25 years of operations experience, she helps execute the necessary paperwork for clients to achieve their financial goals. In her free time, Heidi enjoys spending time with her husband and their two daughters. She is a resident of Cedarburg and loves gardening, cooking, and antiquing. Heidi and her family attend Christ Alone Lutheran Church in Thiensville.

                              Team member
                              Mark Henry
                              FIC
                              Associate
                              States Licensed: AZ, FL, WI

                              About Mark Henry

                              States Licensed: AZ, FL, WI
                              Team member
                              Trina Perryman
                              Insurance Associate

                              Trina helps us meet client needs with her expertise as an Insurance Associate. She works with our team of financial advisors to assure our clients they can be financially secure through a wide variety of paths. When Trina is not hitting the town to find good music and dancing spots, she loves to spend time downtown in her home city of Detroit by the Detroit River. One of Trina’s greatest gifts is her willingness to listen before speaking, allowing our clients to build lasting relationships with the team.


                              QUOTE: “Generosity is giving with good intentions.”

                              States Licensed: MI

                              About Trina Perryman

                              Trina helps us meet client needs with her expertise as an Insurance Associate. She works with our team of financial advisors to assure our clients they can be financially secure through a wide variety of paths. When Trina is not hitting the town to find good music and dancing spots, she loves to spend time downtown in her home city of Detroit by the Detroit River. One of Trina’s greatest gifts is her willingness to listen before speaking, allowing our clients to build lasting relationships with the team.


                              QUOTE: “Generosity is giving with good intentions.”

                              States Licensed: MI
                              Team member
                              Wyatt Eisenberger
                              Associate Financial Advisor

                              As a member of our Meeting Preparation Team, Wyatt is committed to providing members with a path to financial security and a life of generosity. When he is not working, Wyatt, and his wife, Alexandra, can be seen enjoying the outdoors with their two English Settlers, June and Jones. In the summer, they enjoy trail running and hanging out at their family camp; in the winter, you can find them alpine and Nordic skiing. Wyatt is committed to personally connecting with people and helping them realize their lifelong dreams.

                              States Licensed: CO, MI, WI

                              About Wyatt Eisenberger

                              As a member of our Meeting Preparation Team, Wyatt is committed to providing members with a path to financial security and a life of generosity. When he is not working, Wyatt, and his wife, Alexandra, can be seen enjoying the outdoors with their two English Settlers, June and Jones. In the summer, they enjoy trail running and hanging out at their family camp; in the winter, you can find them alpine and Nordic skiing. Wyatt is committed to personally connecting with people and helping them realize their lifelong dreams.

                              States Licensed: CO, MI, WI
                              Team member
                              Peggy Grap
                              Office Professional

                              As a proud mother and grandmother, Peggy brings that same care and understanding to our Customer Service Team, caring for our members. She loves nothing more than spending time with family, especially her several grandchildren, who constantly remind her to be “in the moment” every day. When she is not being grandma, Peggy enjoys reading, quilting, farmers markets, and is always on the lookout for a really good burger. She believes generosity is humbly sharing gifts she has received – time, talent, and resources to support each other.

                                About Peggy Grap

                                As a proud mother and grandmother, Peggy brings that same care and understanding to our Customer Service Team, caring for our members. She loves nothing more than spending time with family, especially her several grandchildren, who constantly remind her to be “in the moment” every day. When she is not being grandma, Peggy enjoys reading, quilting, farmers markets, and is always on the lookout for a really good burger. She believes generosity is humbly sharing gifts she has received – time, talent, and resources to support each other.

                                  Team member
                                  Krista Kuehl
                                  Office Professional

                                  Director of Operations of Turnhall Financial Group

                                  A financial services practice of Thrivent.


                                  Krista is a part of our Application and Documents Team and is excited to help clients achieve their financial goals. Krista has a lifelong passion for horses and has been a trainer for ten years. She can often be found riding, training, and showing horses. Her favorite places to go are Cedar Valley Cheese for its famous string cheese and Amy’s Candy for its caramel apples.

                                    About Krista Kuehl

                                    Director of Operations of Turnhall Financial Group

                                    A financial services practice of Thrivent.


                                    Krista is a part of our Application and Documents Team and is excited to help clients achieve their financial goals. Krista has a lifelong passion for horses and has been a trainer for ten years. She can often be found riding, training, and showing horses. Her favorite places to go are Cedar Valley Cheese for its famous string cheese and Amy’s Candy for its caramel apples.

                                      Team member
                                      Chelsey Lyons
                                      Office Professional

                                      Chelsey is a vital component to the success of Financial Associate Stacie Patchett and our Appleton Branch. She serves clients scheduling and preparing for appointments, preparing paperwork and applications, and maintaining our extensive list of financial plans. She is a graduate of the University of Wisconsin–Green Bay and enjoys spending time with her family, which includes many nieces and nephews.

                                        About Chelsey Lyons

                                        Chelsey is a vital component to the success of Financial Associate Stacie Patchett and our Appleton Branch. She serves clients scheduling and preparing for appointments, preparing paperwork and applications, and maintaining our extensive list of financial plans. She is a graduate of the University of Wisconsin–Green Bay and enjoys spending time with her family, which includes many nieces and nephews.

                                          Team member
                                          Amy McCormick
                                          Office Professional

                                          Amy assists with planning by organizing financial data and entering it into tools. She is utilizing her background in tax prep and finance to support the progress into more intensive planning for our team. Amy enjoys staying active and going to Wisconsin Badger games.

                                            About Amy McCormick

                                            Amy assists with planning by organizing financial data and entering it into tools. She is utilizing her background in tax prep and finance to support the progress into more intensive planning for our team. Amy enjoys staying active and going to Wisconsin Badger games.

                                              Team member
                                              Stephanie Moeller
                                              Office Professional

                                              Stephanie is the first face you will see if you stop by our Cedarburg office and say, “Hello!” In addition to keeping clients happy, she maintains our building and helps Financial Advisors with client connections. She stops at Starbucks daily for a dose of caffeine and loves to watch football and basketball, often attending Packer games with friends. Stephanie believes that making a difference in people's lives means paying attention to the little things, listening to someone when they need someone to talk to, or simply offering a smile.

                                                About Stephanie Moeller

                                                Stephanie is the first face you will see if you stop by our Cedarburg office and say, “Hello!” In addition to keeping clients happy, she maintains our building and helps Financial Advisors with client connections. She stops at Starbucks daily for a dose of caffeine and loves to watch football and basketball, often attending Packer games with friends. Stephanie believes that making a difference in people's lives means paying attention to the little things, listening to someone when they need someone to talk to, or simply offering a smile.

                                                  Team member
                                                  Paul Tuttle
                                                  Associate

                                                  Paul has over ten years of experience and bolsters the expertise of our Meeting Preparation team as an Associate. He spends as much time as he can exploring his hometown of Eastport, NY, which his family founded, and enjoys spending time outdoors, hunting and fishing. Otherwise, Paul loves the New York Mets and Notre Dame football, especially when they beat Purdue. Paul believes that simplifying someone’s financial matters to help move them forward on the path they wish to go on leads to a life of generosity.

                                                  States Licensed: KY, NY, WI

                                                  About Paul Tuttle

                                                  Paul has over ten years of experience and bolsters the expertise of our Meeting Preparation team as an Associate. He spends as much time as he can exploring his hometown of Eastport, NY, which his family founded, and enjoys spending time outdoors, hunting and fishing. Otherwise, Paul loves the New York Mets and Notre Dame football, especially when they beat Purdue. Paul believes that simplifying someone’s financial matters to help move them forward on the path they wish to go on leads to a life of generosity.

                                                  States Licensed: KY, NY, WI
                                                  Team member
                                                  Connor Young
                                                  Office Professional

                                                  Connor rejoins the Turnhall Financial Group team as a member of the Meeting Preparation Team. He was an intern, and we are excited to have his expertise and humor back in the office. If you see Connor hanging out at Kaiser’s Pizza & Pub in his hometown, ask him to recite a line from the Princess Bride.

                                                    About Connor Young

                                                    Connor rejoins the Turnhall Financial Group team as a member of the Meeting Preparation Team. He was an intern, and we are excited to have his expertise and humor back in the office. If you see Connor hanging out at Kaiser’s Pizza & Pub in his hometown, ask him to recite a line from the Princess Bride.

                                                      Team member
                                                      Jason Willms
                                                      Associate

                                                      Jason is a member of our Meeting Preparation Team and is dedicated to interpreting individual financial data and creating strategies that aim to generate value and security for our clients. He graduated with a Master of Science degree in finance from the University of Wisconsin–Milwaukee and enjoys watching and playing various sports. When he is not watching the Packers and Badgers football games or reliving his days playing lacrosse throughout the Midwest, he is frequently fishing and spending time outdoors with his family.

                                                      States Licensed: WI

                                                      About Jason Willms

                                                      Jason is a member of our Meeting Preparation Team and is dedicated to interpreting individual financial data and creating strategies that aim to generate value and security for our clients. He graduated with a Master of Science degree in finance from the University of Wisconsin–Milwaukee and enjoys watching and playing various sports. When he is not watching the Packers and Badgers football games or reliving his days playing lacrosse throughout the Midwest, he is frequently fishing and spending time outdoors with his family.

                                                      States Licensed: WI