Meet the Team

Brookfield, WI

13400 Bishops Ln, Suite 150, Brookfield, WI 53005

Patrick Modjeski

Vice President
Phone: 262-955-1514
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Tracy A. Richer

Chief Financial Officer
Phone: 262-955-1517
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Gerald Arnholt

Financial Advisor
Phone: 262-955-1527
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Paulette C. Auclair

Financial Representative
Phone: 262-955-1530
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Melissa R. Coppage

ChFC, CLU
Registered Representative
Phone: 262-955-1529
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Jeffery Dorward

CFP®
Financial Advisor
Phone: 262-784-8400
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David P. Flynn

Financial Advisor
Phone: 262-955-1541
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Julie Henneman

Administrative Assistant
Phone: 262-955-1999
Email

Jason Koch

Financial Advisor
Phone: 262-373-9700
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Julie Koch

Assistant
Phone: 262-784-8400
Email

Olivia Licato

Administrative Assistant
Phone: 262-955-1501
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Erik J. Lindenberg

Financial Representative
Phone: 262-955-1508
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Scott E. Mendelsohn

ChFC, CLU, CASL, LUTCF
Financial Representative
Phone: 262-955-1538
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Sherry A. Peret

New Business Consultant
Phone: 262-955-1524
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Stan Sakalowski

Financial Advisor
Phone: 262-955-1506
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Sandy Schwartz

Financial Representative
Phone: 262-955-1539
Email

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