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
Senior Investment
Analyst
Manuel Rosado
Senior Account
Executive
Brian White
Retirement Specialist
John Schaetzel
Account Executive
Debbie Schaefer
Office Manager/
Compliance Coordinator
Angie Tinholt
Sales Assistant
 
Lindsey Mintner
Sales Assistant

Elizabeth Weber
Administrative

Assistant