Terry and his wife Jenna dated in high school, went away for school together and are glad to be back home in rural Richland Center. Together, they enjoy community events, charity and mission work and spending time with their family, including twins Declan and Desirae. Terry is our client advocate for coordinated efforts with tax advisors and estate planners. As one of our financial planners, he oversees integration of investments, insurance, real estate, social security, taxes and estate plans. Terry’s ultimate goal is to help families build and preserve a financial legacy while considering all questions, information and advice that are impacted by the entire financial and life situation of our clients.

Kaleb joined the group back in September 2007 as a high school intern and became a partner in 2013. After an intentional courtship, on February 25, 2017, he married his wife Maggie. About 9 months after their wedding date they welcomed their daughter Grace into the world. Subsequently, three boys followed suit – Jacob Dominic (August 2019), Maximilian Francis (February 2022) and Blaise Benedict (September 2023). In his free time, Kaleb stays active by volunteering through the local chapter of the Knights of Columbus (Bingo especially), playing a “high stakes” game of cards, doing maintenance on 100+ acres and of course quality time with his family. Most importantly, Kaleb and Maggie are deeply devoted to their Catholic faith and the time and effort it requires to stay in relationship to God and each other.

Like the rest of the guys at our office, Joe is a small-town guy – born and raised in Richland Center. Prior to joining our group, he spent several years in banking management.  Joe, his wife Karia and their four children, Peyton, Cameron, Ellyn & Allison currently live in the small town of Ithaca, 10 minutes from Richland Center. In addition to spending quality time with family, Joe values his faith, spending time outdoors fishing, and following the Wisconsin sports scene as much as possible.

Beth, along with her husband, Josh, and five children, Daryn, Avery, Finley, Allisyn, and Larkyn, live on a 100-acre farm in northern Richland Center. She worked in the financial industry over 15 years prior to joining the team. In addition to the farm, Josh is a full-time construction superintendent for Sullivan Design Build out of Madison. Beth can usually be found at one of the kids’ activities whether it is soccer, basketball, baseball, or a band concert. In what free time she has, she enjoys reading, traveling, or just relaxing on the front porch in the early morning or watching the sunset over the farm.

Alyssa, like most of the office, was born and raised in Richland Center. She is currently attending the University of Wisconsin – Whitewater where she is majoring in finance and plans to graduate in the Fall of 2025. Outside of the office, she works as a bartender and waitress at two restaurants, and enjoys the outdoors, sports, and spending time with family.