Get to know our team

Each of us is committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about an account or contract, please don't hesitate to contact us.

Photo of Director of Client Services Brandi LaMarche

Brandi LaMarche

Director of Client Services

Brandi joined our team in 2022 with 10 years of experience in the financial industry. She began as an intern with Northwestern Mutual in 2012 and holds the Series 6 & 63, Life, Accident and Health Licenses.

Brandi’s Personal Story

My husband, Marc and I reside in Southeastern Wisconsin with our three children. When not working, we enjoy being outside, traveling and spending time with family and friends. Summer & Fall our are favorite seasons. I really enjoy playing sports, specifically volleyball in our local rec league and tournaments around the area from time to time.

Photo of Financial Planning Specialist Tina Stegman

Tina Stegman

Financial Planning Specialist

Tina joined our team in 2019 with 15 years of experience in the financial industry. She graduated from UW Oshkosh with a degree in the Bachelor of Business Administration. Her first career began as a Financial Representative with MetLife followed by working at PDI Financial Group as a Marketing Representative. Tina holds her Series 6 & 63, Life and Health Licenses.

Tina’s Personal Story:

In 2004, my husband and I moved to Greenville. Neither one of us was from the area, but we quickly grew to love the Fox Valley. We have 2 daughters and enjoy watching them in their various activities: basketball, and downhill skiing. As a family we have the passion to travel and explore as many new places as possible, whether it be in Wisconsin or another country.  As my personal hobby, I love running and volunteering for anything running related.  One of my favorite places to run and hike is High Cliff State Park.

Photo of Scheduler Katy Stegeman

Katy Stegeman

Scheduler

Katy joined our team in 2007 and has over 25 years of professional office experience. She has held positions in banking, insurance and spent many years working for Ford Motor Credit Company.

Katy’s Personal Story

I was born in Port Huron, Michigan but moved to Albuquerque, New Mexico when I was 10 years old.

My husband Scott and I have been happily married for over 30 years. We have lived in New Mexico, Illinois and finally settled in Wisconsin, where we have been raising our two sons, Nicholas and Ethan.

We also have a furry family member, Franklin, who is a very active Aussie doodle that is always involved in everything we’re doing. We love walking and spending time with him.

In my free time, I enjoy watching my sons perform in band and support them in their extra-curricular activities. We love to travel and enjoy trying different kinds of food from the places we visit. We spend a lot of time with family and friends and treasure our time with them.