Broker Check

Team

 
Scott Dolven

Scott Dolven

Financial Planner & Risk Management Specialist

608-287-3000

David West

David West

Financial Planning and Investment Services Specialist

608-287-3019

608-287-3059

John Zurovitch

John Zurovitch, AAMS, RP

Vice President of Investment and Planning Services

608-287-3023

608-287-3059

Julie Hubbard

Director of Client Services

608-287-3017

608-287-3059

Nasser Ali

Nasser Ali

Director of Financial Advisory Services

608-287-3000

Timothy Johnson

Timothy Johnson

Chief Investment Strategist

608-287-3000

John Ekman

John R. Ekman

Vice President - Western Division

608-287-3000

Deanna Patton

Deanna Patton

Business Operations Manager - Midwest Region

608-287-3000

Deepak Patil

Deepak Patil

Senior Systems Analyst

608-287-3000

Mai-Han Shultz

Mai-Han Shultz, FLMI

Relationship Management Director - Western Division

608-287-3000

Travis Dougherty

Travis Dougherty

Regional Director - Pacific Northern Region

608-287-3000