Meet the Team
Our Locations
Select one of our locations below.Grand Rapids | Bishop's Woods | Bloomfield Hills | Brookfield | Cascade | Chesterfield | East Troy | Elkhart | Grandville | Holland | Jenison | Kent City | Marshall | Mequon | Monticello | Omaha | Overland Park | Saginaw | Sheboygan | South Bend-Mishawaka | Southgate | Toledo | Wichita
Brookfield, WI
13400 Bishops Ln, Suite 150, Brookfield, WI 53005
Patrick Modjeski
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Patrick Modjeski
Patrick has a leadership and development role within VPFG Wisconsin and has a vision for growth. Patrick joins VPFG from MetLife/MassMutual where he was a Managing Sales Director in their Wisconsin Firm. He is very excited to be part of our organization. "I really appreciate the warm family feel and the professionalism of our offices" Patrick said. Patrick has been in the financial services industry for nearly two decades. Prior to entering the financial services industry, Patrick was a team developer focusing on high performance work teams through process and system improvements for a large regional retail organization.Patrick grew up in Brown Deer, WI a suburb of Milwaukee. He is a graduate of Northern Michigan University where he was also a scholarship athlete for the Football Wildcats. He graduated from N.M.U. with a Bachelor of Science Degree in Security Administration and a minor in Public Relations. Patrick has two sons, Jacob (14) and Henry (11) who are good students and aspiring athletes. Patrick lives in beautiful Port Washington, WI which is just 23 minutes north of Milwaukee. When not at work, Patrick enjoys spending time watching his children's activities, enjoying a casual round of golf or sitting around a campfire with friends and family watching the sun go down.
Patrick can be reached at 262.955.1514 or pmodjeski@vpfgroup.com
Tracy A. Richer
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Tracy A. Richer
Tracy served as Operations Manager for Financial Partners Network in Brookfield, Wisconsin, and is now a member of the VantagePointe Financial Group team. She is a welcome resource with over 29 years of service within the John Hancock General Agency system.At the age of just twenty-two, she was promoted to Office Manager; at that time, one of the youngest to achieve this level in the John Hancock system. Through the years her knowledge of the insurance and securities industries broadened, and her skill in Operations and Management grew to award winning heights. Her accomplishments include receiving the Associate of the Year award for the Financial Partners Network, and in 1999 she received the Vincent C. Bowhers Quality Achievement Award. This award is given to those in the financial industry who provide the highest quality service to clients.
Never one to rest on her laurels, Tracy took on the role to become involved in the management of compliance systems in 2000. She obtained her Series 7 in 2014, and further expanded her role in compliance. She now has a goal to obtain her Series 24.
Tracy loves helping, supporting, and motivating others within the organization to excel and define their unrealized potential. She is very involved in the support of ACE level producers along with being the liaison and daily managing support for the firm.
Tracy was born and still lives in Wisconsin. She's been married for 25 years, and has one son who is currently attending college. Her interests include spending time with family and friends, animals, health & fitness, and classic & sport cars.
Gerald Arnholt
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Gerald Arnholt
Mission StatementI seek to serve my clients with a high level of trust that transforms to a secure financial future for them, their families and or business.
Professional Qualifications
Series 7 and 65 Licenses
Life insurance, health and Variable contract licenses
Education
Ripon College, Ripon WI
B.A. Economics
Personal
Resides in Germantown, WI with my wife Diane and children Brayden, Lauren, and Logan. In my free time I enjoy shooting sports and watching my daughter and oldest son play hockey. I am also active with my youngest son with Destination Imagination and Boy Scouts as he is working towards Eagle Scout.
Volunteer and Organizations
President Scimitar Foundation and Chairman Scimitar Sportsman’s Night. Donor Representative Shriners Hospital for Children Chicago for S.E. Wisconsin Member: Freemasons Lodge 363, Tripoli Shriners, Scottish Rite Valley of Danville, Assistant Scout leader B.S.A. troop 67 Menomonee Falls. Elks Lodge #46 Milwaukee, Sons of the American Legion Germantown Post 1.
Paulette C. Auclair
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Paullette C. Auclair
Mission StatementFollowing the highest ethics and values of my profession, I use a variety of insurance and investment strategies to help my clients reach their financial goals.
Professional Qualifications
Paulette has over 18 years of professional experience in the Financial Services Industry.
Member John Hancock Financial Network 2000 - Oct. 2018
Royal Alliance Associates, Inc - October 2018
Education
Bachelors Degree from Mount Mary College, Milwaukee, Wisconsin
Masters Degree from St. Louis University, St. Louis, Missouri
Memberships and Affiliations
Active member of the National Association of Insurance and Financial Advisors
Active member of the Society of Financial Services Professionals
Active member of the Women's Business Owners Network
Personal Information
Resides in Milwaukee, Wisconsin with her husband Charles
Christopher B. Jones
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Christopher B. Jones
Professional QualificationsInvestment Advisor Representative & Financial Advisor – Signator Investors , Inc. 5 years.
Holds Series 6, 7, 63 and 65 investment licenses for General Securities and Advisory Accounts
Member Corporate Registered Investment Advisory Program (CRIA) 3 years
Education
University of Wisconsin – Milwaukee, BBA
Sheldon B. Lubar School of Business – Major Corporate Finance & Minor International Business
Student Investment Club – Endowment Analyst Committee
Personal Information
Chris and his wife Rachel reside in Oak Creek, WI
Hobbies and Interests include being outdoors, hiking, camping, hunting, fishing, and attending sporting events.
Memberships & Community Involvement
FUEL Milwaukee
Make-A-Difference Wisconsin
Members of the Ridge Community Church – Greenfield.
Member of Xperience Fitness – Greenfield
Member Rocky Mountain Elk Foundation
Member Ducks Unlimited
Erik J. Lindenberg
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Erik J. Lindenburg
Mission StatementI seek to serve as a trusted resource for my clients to assist them in improving their current financial situation and future financial security.
Professional Qualifications
Entered the insurance industry in 2008
John Hancock Financial Network 2010 - Oct. 2018
Royal Alliance Associates, Inc. - October 2018
Education
Martin Luther College, New Ulm, Minnesota
Memberships and Affiliations
Member of the National Association of Insurance and Financial Advisors (NAIFA)
Personal Information
Resides in Wauwatosa with his wife Rebecca and sons Joe and Jack
Active member of St. John's Lutheran Church in Wauwatosa
Active in the Kettle Moraine Lutheran High annual auction
Enjoys spending spare time recreating with his family and friends
Scott E. Mendelsohn
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Scott E. Mendelsohn
Mission StatementI look at my client's financial situations through their perspectives to determine objectives and help them meet their goals
Professional Designations
CLU (Chartered Life Underwriter)
ChFC (Chartered Financial Consultant)
LUTCF (Life Underwriter Training Council Fellow)
CASL (Chartered Advisor for Senior Living)
Professional Qualifications
Scott has over 15 years of industry experience. He focuses on helping pre-retired and retired individuals in the retirement process.
John Hancock Financial Network -1997 to Oct. 2018
Royal Alliance Associates, Inc - October 2018
Education
University of Wisconsin-Madison (B.S. - Economics)
Memberships and Affiliations
Member of the National Association of Insurance and Financial Advisors (NAIFA)
Personal Information
Scott is married with two children and a resident of Glendale, Wisconsin. He is an avid sports fan and enjoys golf in his spare time.
Sherry A. Peret
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Sherry A. Peret
Sherry Peret I started working in the insurance industry in 1978 in Greenfield, Wisconsin. My position included new business and administrative work.In 1990 when that office closed, I decided to try something different and applied at Don Metzger Advertising. I received the position and started working in Radio and Television. I had various administrative duties. A major highlight was my husband and I doing a commercial for a client.
In December of 1991, my husband and I were blessed with a son. I decided to reinvent myself once again, so I could work around my family. I worked for Purple Heart Veterans from 1992 to 2009. That included calling hundreds of people weekly to donate to Purple Heart Veterans as well as setting up pick up times for the drivers. In 1997, we were blessed once again, this time with a daughter.
In 2004, I started working for Merle Norman. This position entailed sales, calling customers, and other services. I was reviewed twice by our home office and received an award of excellence and perfect sales both times. I still work for Merle Norman on a part-time basis.
In 2011, I was approached by the VantagePointe Financial Group office in Brookfield, Wisconsin to work for them as a New Business Consultant. I started in February of 2011. Soon, I was doing Orphan Calls and was receiving great results. As time went on, the Orphan Program became very successful.
I enjoy boating, camping, hiking, and going Up North to visit my parents. My faith, family, and friends make me truly blessed.
Stan Sakalowski
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Stan Sakalowski
Professional Qualifications:I earned my Bachelor's degree from the University of Illinois at Chicago. I began my career in the financial industry in 2001 with MetLife. Over the years, I learned the importance of helping individuals take charge of their own financial freedom. I started working with VPFG in 2018 and I am here to provide guidance and solutions for my clients and their goals. I hold Series 6, 63 and 65 registrations and am licensed to sell life and health insurance in Wisconsin and Illinois.
Philosophy/Mission Statement:
My mission is to help you make informed decisions about your finances and create a sense of confidence about your financial future.
Personal:
As a family, we take road trips to see new places and learn about this great country. I married my wife, Katie, in 2006 and since then we have welcomed beautiful twin girls and a son. While planning for our future, we make sure to live and make memories each and every day because the years with kids go quickly and we do not want to miss it.
