Putting
people first.
Get to know our leadership team
Leadership at the Germantown office is dedicated to doing good for our clients, employees and community.
I was born and raised in Slinger, Wisconsin, a really great small community. I played basketball and baseball in high school. I ventured off to college following my senior year. I met my wife Robin in 2009. At that time, I also enrolled at the University of Wisconsin Milwaukee where I studied Business Administration...
I was born and raised in Slinger, Wisconsin, a really great small community. I played basketball and baseball in high school. I ventured off to college following my senior year. I met my wife Robin in 2009. At that time, I also enrolled at the University of Wisconsin Milwaukee where I studied Business Administration for 3 years. I achieved my Bachelor's of Business Administration with a major in Finance. Robin and I have been happily married since 2012. In 2013, we welcomed our first son Everett into our family. Our second son, Eddy, was born in 2015. I very much enjoy my time with my family.
We specialize in working with families, single people, and business owners in helping them achieve their version of success through our comprehensive financial planning. We put together a written financial plan for all our clients. With my professional staff, we will help you select and secure the best suitable...
We specialize in working with families, single people, and business owners in helping them achieve their version of success through our comprehensive financial planning. We put together a written financial plan for all our clients. With my professional staff, we will help you select and secure the best suitable choices from the wide array of services and products that are available.
My mission is to help my clients with a specific financial planning process that helps create financial security for both themselves and their families. Building and executing this plan helps them focus and achieve their most important goals and dreams at every stage in their life.
Robin Wulff
Recruiter
I am the campus recruiter for the Wulff District Office in Germantown, WI! I work with multiple universities in Wisconsin including but not limited to the University of Wisconsin – Milwaukee, the University of Wisconsin – Madison, the University of Concordia – Wisconsin, the University of Wisconsin – Whitewater,...
I am the campus recruiter for the Wulff District Office in Germantown, WI! I work with multiple universities in Wisconsin including but not limited to the University of Wisconsin – Milwaukee, the University of Wisconsin – Madison, the University of Concordia – Wisconsin, the University of Wisconsin – Whitewater, Marquette University, and Milwaukee School of Engineering. I am passionate about developing these students into future leaders by helping them grow both personally and professionally. In my free time, I enjoy staying active through sports, painting, and spending time with my family, including my four amazing nephews!
Kylee Wagner
Recruiter
Samantha Pipia
Associate Wealth Management Advisor