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 the President of the UW-Richland Foundation and is our client advocate for coordinated efforts with tax advisors and estate planners. As our financial planner, 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 busy by volunteering through the local chapter of the Knights of Columbus (Bingo especially), playing a “high stakes” game of cards, doing yard work on 40+ acres and of course quality time with his family. Thanks to Maggie, they are Badgers football season ticket holders too which gets Kaleb out of Richland County.

Born and raised in Richland County, Jesse and his wife Michelle like the small town atmosphere for raising their two kids, Gabby and Benjamin. Michelle manages an adult family home for developmentally disabled adults.  Jesse spends his free-time teaching private piano lessons and playing the piano and organ for local churches.  His hobbies include photography and flying a 1946 Piper J-3 Cub.

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.