(920) 894-7835

Health Insurance Advisors

James Gresens

Financial Advisor

(920) 894-7835
(920) 894-7409

Jim has been in the financial and investment services field since 1993.  His mission is to help his clients reach their financial goals through a personal relationship based on knowledgeable advice and planning.  This focus is designed to help his clients reach their goals, giving them greater confidence in their tailored (customized) financial plan.

Jim enjoys spending valuable time with his family and water and snow skiing.

Julie Osladil

Financial advisor

(920) 894-7835
(920) 894-7409

Julie uses her unique blend of knowledge and skill obtained from the financial services industry, social work, funeral preplanning and health care as she works with her clients. She also focuses on comprehensive planning for her clients, working alongside them to help manage life’s changes and its effect on their financial well-being.  Individualized service helps Julie's clients have clarity for long term planning to meet the financial goals they wish to achieve.

Julie and her husband, Bryan, have two children. Julie enjoys traveling and volunteering in her church and community.

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James A. Wilbert

Financial Advisor

(920) 894-7835
(920) 894-7409

Jim has been helping people make smart decisions with their money since 1993. Jim is respectful of his clients concerns and is confident in addressing their current and future planning needs. Jim has earned the Life Underwriter Training Council Fellow (LUTCF). He has a passion for educating his clients and making a difference in their lives.

Jim enjoys spending time with his wife, Pam and their children Addison, Nicholas and Tiffany. His hobbies include motorcycling and snowmobiling.

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Daniel Carlson

Financial Advisor

(920) 894-7835
(920) 894-7409

Daniel received his Bachelor of Arts Degree in Business Management from Lakeland College. He holds his Life and Health Insurance Licenses as well as his Series 6 and 63 Securities Licenses. His primary emphasis is working with area businesses to structure 401k plans that meet the needs for the employees and owners of the company. He also enjoys working with individuals to help them reach their financial goals.

Daniel lives in Kiel. He enjoys spending time outdoors golfing, boating and fishing.

Carol Jodar Ricker

Health Insurance Advisor

(920) 894-7835
(920) 894-7409

Carol has been helping individuals and businesses for the majority of her career. She is licensed in individual health coverage and is also certified to advise clients regarding the Affordable Care Act. With this she has the ability to guide individuals in the new insurance marketplace with the plan that best suits client needs. Carol is prepared to partner with clients to find individual solutions to the changing health care environment.

Carol enjoys spending time with her children and grandchildren and also likes to read, walk & travel.

Matt Gannon

Health Insurance Advisor

(920) 894-7835
(920) 894-7409

Matt has been in the health and life insurance field since 2007.  His consulting style allows for partnering with each client to gain an understanding of insurance needs.  His knowledge of Medicare provides a comprehensive perspective to help answer client questions and find solutions.

Matt enjoys spending time with family and friends; and participating in outdoor activities such as golf, downhill skiing, fishing and camping.  

Securities and advisory services offered through Packerland Brokerage Services, Inc., an unaffiliated entity, Member FINRA & SIPC

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