Fox Cities and Green Bay Area
Michael Bertram**
Financial Planner
1977 American Drive, Suite 201
Neenah, WI 54956
Phone: (920) 720-2963
Fax: (920) 720-2971
mbertram@finsvcs.com
Michael Calkins**
Aeris Financial, LLC¹
375 City Center Suite G
Oshkosh, WI 54901
Cell: (920) 420-4023
Phone: (920) 426-0816
Fax: (920) 426-9753
mcalkins@finsvcs.com
Jim Choe*
806 S. Ithaca Place
Sturgeon Bay, WI 54235
Phone: (920) 559-0290
Fax: (920) 746-0275
jimchoe@finsvcs.com
Angie Chovanec
Executive Administrator
1977 American Drive, Suite 201
Neenah, WI 54956
Phone: (920) 720-2963
Fax: (920) 720-2971
achovanec@finsvcs.com
Timothy Cornell**
CLU, ChFC
Retained Earnings Company¹
1977 American Drive, Suite 201
Neenah, WI 54956
Phone: (920) 720-2963 ext. 17
Fax: (920) 720-2971
tjcornell@finsvcs.com
Mark Donnan*
CLTC
W3044 Sunshine Road
Kaukauna, WI 54130
Phone: (920) 560-5400
Fax: (920) 560-5401
mdonnan@finsvcs.com
Harry Dorman**
LUTCF
Financial Planner
1977 American Drive, Suite 201
Neenah, WI 54956
Phone: (920) 886-9469
Fax: (920) 720-2971
hdorman@finsvcs.com
Jerry Gillespie**
Financial Planner
Gillespie & Associates Financial Services, LLP¹
416 George St., Suite 105
De Pere, WI 54115
Phone: (920) 336-5490
Fax: (920) 336-7056
jgillespie@finsvcs.com
Todd Glime**
LUTCF
1977 American Drive, Suite 201
Neenah, WI 54956
Phone: (920) 720-2963 ext. 21
Fax: (920) 720-2971
tglime@finsvcs.com
R.J. Gross**
Financial Advisor
Marketplace Financial Group, LLC1
124 W. Wisconsin Ave.
Neenah, WI 54956
Phone: (920) 886-0220
Fax: (920) 886-0217
rjgross@finsvcs.com
Cheryl Hubbard**
Executive Vice President, CFP®, CFBS
1977 American Drive, Suite 201
Neenah, WI 54956
Phone: (920) 720-2963 ext. 11
Fax: (920) 720-2971
chubbard@finsvcs.com
Peter Mickelson*
416 George Street, Suite 105
DePere, WI 54115
Phone: (920) 336-5490
Fax: (920) 336-7056
pmickelson@finsvcs.com
Tory Riebe*
LUTCF
416 George Street, Suite 105
DePere, WI 54115
Phone: (920) 336-5490
Fax: (920) 336-7056
triebe@finsvcs.com
Derek Schanhofer **
CFS and CFP®
Financial Planner
416 George Street
De Pere, WI 54115
Phone: (920) 336-5490
Fax: (920) 336-7056
dschanhofer@finsvcs.com
Craig Smith**
LUTCF
Retained Earnings Company¹
1977 American Drive, Suite 201
Neenah, WI 54956
Phone: (920) 720-2963 ext. 12
Fax: (920) 720-2971
craigsmith@finsvcs.com
Shelly Squier**
Financial Planner
375 City Center Suite G
Oshkosh, WI 54901
Cell: (920) 527-0292
Phone: (920) 233-0331
Fax: (920) 233-0337
ssquier@finsvcs.com
Mat Weiss*
1977 American Drive, Suite 201
Neenah, WI 54956
Phone: (920) 720-2963 x26
Fax: (920) 720-2971
mweiss@finsvcs.com
Thomas Wendlandt*
924 N. Leminwah St.
Appleton, WI 54911
Phone: (920) 734-3338
Fax: (920) 734-3338
twendlandt@finsvcs.com
Lisa Werner**
Financial Planner
1977 American Drive, Suite 201
Neenah, WI 54956
Phone: (920) 720-2963 ext. 20
Fax: (920) 720-2971
lwerner@finsvcs.com
Duane Winterberg*
605 N 8th Street, Suite 219
Sheboygan, WI 53081
Phone: (920) 457-3303
Fax: (920) 457-3990
dwinterberg@finsvcs.com
Matt Zarter*
1977 American Drive Suite 201
Neenah, WI 54956
Phone: (920) 720-2963 ext. 28
Fax: (920) 720-2971
mzarter@finsvcs.com
*Registered representative of and offers securities through MML Investors Services, Inc. Member SIPC
**Registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, Inc. Member SIPC
Supervisory office: 525 Junction Road, Suite 8100 North Tower, Madison, WI 53717 (800) 779-6277
Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.
1 Not an affiliate or subsidiary of MML Investors Services, Inc.
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