Experience That inspires confidence
We are here to provide quality strategies customized to your needs–and to be your primary source of financial advice. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.
David A. Perrigo
First Vice President - Wealth Management
Wealth Advisor
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262-794-0808
Lynn Marie Magner, CFP, CRPC, CDFA
Vice President - Wealth Management
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
Chartered Retirement Planning Counselor (CRPC®)
Certified Divorce Financial Analyst (CDFA®)
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414-289-3814