Financial Advisors
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.
Client Centered
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.
Financial Advisors
James Gresens
Owner & Financial Advisor
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 Osladil, MBA
Financial Advisor
Julie has a passion for helping people with objective and honest partnering through financial action-planning and goal accomplishment.
Since 2006, Julie has been using her career experience in financial services, social work and health care to partner alongside her clients.
Helping people realize their financial goals or plan for long-term life changes and its potential impact on their financial well-being is truly one of Julie’s joys.
Julie and her husband, Bryan, are blessed with two children and their spouses and a grandchild. Julie enjoys bicycling, traveling, and volunteering in her church and community.
Brandon Moehn, CLTC
Financial Advisor
A solid financial education is the key to a successful financial plan.
Brandon has taken this approach with each of his clients since he joined the team in 2018 from another firm. He is a graduate of St. Norbert College where he earned a 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 and his wife Anna, along with daughter Maya, enjoy traveling and spending time outdoors, hunting, hiking, and boating. He is an avid fan of the Packers and Badgers.
Cody Beck
Financial Service Advisor
Cody joined Riesterer Financial in November 2021 after earning his Bachelor's degree in Finance from the University of Wisconsin–Green Bay earlier that year. His goal is to build lasting relationships and help clients achieve their financial goals through thoughtful planning and education. Cody believes that whether you’re just starting to invest or planning for retirement, a strong financial plan is the foundation for long-term success.
When he is not in the office, you will typically find him cheering on his favorite Wisconsin sports teams.
Kyle Kurscheidt
Financial Advisor
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.