Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Madeline Bennett
Executive Assistant
Maddie helps with client onboarding and overall client experience. Her job is to make the process of being a client not only easy but enjoyable.
Tomislav Dugandzic
RICP®
Wealth Management Advisor
Tom is an experienced advisor on our team specializing on working with those in or withing 10 years of retirement. We call this the critical ten as clients prepare a distribution strategy to not only pay expenses, but mitigate taxes and health insurance cost.
Andrew J Rose
BBA, RICP®
Investment Associate
Drew works on our team as the second pair of eyes when it comes to opening and transferring investment accounts.
Kelly M Imig
CLU®, ChFC®, RICP®
Chief Supervision Officer
Kelly is the Chief Supervision Officer for the Appleton Network office. She insures our team works in a compliant matter in an ever changing industry.