Affiliate Members
Charles P. Albrecht, CIMA® Senior Vice President-Investments
Wells Fargo Advisors, LLC
111 E Kilbourn Ave, STE 2400
Milwaukee, WI 53202
(414) 283-8950 | charles.albrecht@wfadvisors.com |
Patricia S. Algiers, Logistics & Design Cons, Setting up New Households
Patricia S. Algiers & Associates, Inc.
2518 East Olive Street
Shorewood, WI 53211
(414) 963-1613 | algiers@chemistryinplace.net | www.chemistryinplace.net
Kristi Artiles, Real Estate, Realtor
Shorewest Realtors
2212 E. Moreland Blvd
Waukesha, WI 53186
(262) 501-6963 | kartiles@shorewest.com | www.shorewest.com
Sue Bangle, GRI, CRS, SRES, SFR
Shorewest Realtors
2212 E. Moreland Blvd
Waukesha, WI 53186
(414) 640-0530 | sbangle@shorewest.com | www.sue.shorewest.com
Brad Bladridge, CFP
Baldridge College Solutions
10521 W. Layton Ave, STE 200
Greenfield, WI 53228
(414) 529-9400 | brad@bradbaldridge.com | www.baldridge.com
Anne Brannon,
First Federal Bank of Wisconsin
PO BOX 1198
Waukesha, WI 53188
(262) 446-4668 | abrannon@firstfederalwisconsin.com | www.firstfederalwisconsin.com
James A. Cotturone Jr., CFP ®, CRPC® Financial Advisor
Wells Fargo Advisors, LLC
111 E Kilbourn Ave, STE 2400
Milwaukee, WI 53202
(414) 347-3581 | jim.cotturone@wellsfargoadvisors.com | http://www.wfadvisors.com/jim.cotturone
Roger Erickson, Residential Mortgage Lending
Wisconsin Community Bank
6180 Verona Road
Fitchburg, WI 53719
(608) 298-1707 | rerickson@thewcb.com | www.TheWCB.com
Karen Forman, LCSW
Jewish Family Services
1300 N Jackson Street
Milwaukee, WI 53202
(414) 225-1202 | kforman@jfsmilw.org | www.jfsmilw.org
David L. Hanson, ABR, CDPE, e-pro, Senior and Relocation Specialist
Keller Williams Realty
4940 South Hawthorne Drive
New Berlin, WI 531517660
(414) 525-0563 | sally@hansonrealestate.net | www.hansonrealestate.net
Sally K. Hanson, ABR, CDPE, e-pro, Senior and Relocation Specialist
Keller Williams Realty
4940 South Hawthorne Drive
New Berlin, WI 531517660
(414) 525-0563 | sally@hansonrealestate.net | www.hansonrealestate.net
Guy A. Lofts, CRS
Keller Williams Realty
2601 Crossroads Dr.
Madison, WI 53718
(608) 661-7123 | glofts@tds.net | www.realestateguy.net
Lynn M. Magner, CFP, CRPC, Certified Financial Planner
UBS Financial Services, Inc.
411 E. Wisconsin Avenue, STE 1700
Milwaukee, WI 53202
(414) 289-3814 | lynn.magner@ubs.com | www.ubs.com/team/perrigomagner
Thomas Martin, Broker Associate, ABR,CSFS,CRS,CNHSP
Shorewest Realtors
1407 W. Mequon Road
Mequon, WI 53092
(262) 208-8057 | tmartin@shorewest.com |
Nancy B. Meeks, Realtor
Shorewest Realtors
4559 N. Oakland Avenue
Milwaukee, WI 53211
(414) 659-1126 | nmeeks@shorewest.com | nancybmeeks.com
Debra B. Melvin, MBA, Financial Advisor
Cedar Creek Securities
309 N Water Street, STE 400
Milwaukee, WI 53202
(414) 225-2624 | dmelvin@cedarcreeksecurities.com |
Julie O'Keeffe, Transition Coach
Owner, Next Step Goals LLC
1830 N. 72nd Street
Wauwatosa, WI 53213
(414) 305-3113 | coachjulie@nextstepgoals.com | www.nextstepgoals.com
Chris Probst, Mortgage Lender
Network Funding LP
6495 S. 27th St.
Franklin, WI 53132
(414) 570-0791 | cprobst@LoveOurRates.com | www.LoveOurRates.com
George Saxton, LCSW
Jewish Family Services
1300 N. Jackson Street
Milwaukee, WI 53202
(414) 225-7340 | gsaxton@jfsmilw.org | www.jfsmilw.org
Daniel K. Smith, Financial Advisor
Waddell & Reed
N16 W24132 Prairie Court, STE 100
Waukesha, WI 53188
(262) 521-9492 | dksmith@wradvisors.com | www.wifinancialadvisors.wrfa.com
Marcia Teal, CPA,CFF,ABV,ASA
Teal Consulting Group, LLC.
4778 Bay View Lane
Oshkosh, WI 54902
| marcia@tealcg.com |
Kris Williams, APSW
Jewish Family Services
1300 N Jackson Street
Milwaukee, WI 53202
(414) 255-1333 | kwilliams@jfsmilw.org | www.jfsmilw.org
Gary Zimmermann, Reverse Mortgage Professional
MetLife
PO Box 223
Genesee Depot, WI 53127
(414) 350-7199 | gzimmermann@metlife.com |
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