7100 W. Donges Bay Road | Mequon, WI 53092 | 800-242-4735 
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Investment Team

James F. Marshall
President
Cheryl Luedtke-Stoehr
Vice President
Relationship Manager
Jon Marshall
Investment
Analyst
Manuel Rosado
Vice President
Brian White
Wealth Manager
John Schaetzel
Account Executive
Debbie Schaefer
Office Manager/
Compliance Coordinator
Angie Franzone
Sales Assistant
 
Lindsey Mintner
Sales Assistant