Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
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 financial plan. Jim and his wife Lisa enjoy spending time with their family and friends, which often includes boating and traveling to their favorite destinations.
Julie's passion for helping people with objective and honest partnering is financial action planning and goal accomplishments began in 2006.With career experience in financial services, social work, health care and funeral preplanning, Julie is keenly aware of long-term life changes and potential expenses. Partnering alongside her clients, Julie assists in creating and maintaining financial confidence and security.
Julie and her husband, Bryan, are blessed with two adult children. Some of Julie's hobbies include bicycling year-round, traveling, and volunteering in her church and community.
A solid financial education is the key to a successful financial plan. Brandon takes this approach with each of his clients. He is a graduate of St. Norbert College where he earned a Bachelor’s degree in Finance and Business Management. Brandon’s passion is working with individuals to guide them to and through their financial goals. He utilizes a wide array of investment and risk transfer strategies, customized to each client.
Brandon is an avid Wisconsin sports fan and enjoys reading and spending time outdoors.
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Kyle joined Riesterer Financial in September of 2021. He has a passion for serving others and understands the importance of comprehensive financial planning, from young adulthood through retirement and looks forward to helping you plan today for a successful retirement. He is originally from the area and moved back after living in Vancouver, WA. When not in the office he enjoys spending time with his family, hunting, fishing, and working outdoors.