Dan became a member of the team in August 2020. He assists with the day to day investment management. Dan attended Ripon College to obtain his Bachelor’s Degree in Economics, then furthered his education by completing a Master’s in Business Administration program (MBA) from UW-Stevens Point. Dan holds his CIMA® Certification, Series 7 & 63 investment registrations along with his life, health, and long term care insurance licenses. When he’s not making sure the investment accounts are invested properly, he enjoys live music, the outdoors and exploring the country.

Timm joined Greg's team in November 2017. He has his licenses in life, accident & health, and long-term care insurance. Timm is also Series 7 and 63 securities registered. He assists Greg with advisory account trading and proposals, mutual funds and stock research, portfolio analysis and solutions, and preparing individualized financial plans for client meetings.

Timm grew up and lives in Vesper with his wife, Michelle, and three children. He has a bachelor's degree in managerial accounting and business administration, and enjoys watching sports, reading, and spending time with his family.

Holly has been with Northwestern Mutual for over 27 years, joining Greg's team in September of 2011. She has her licenses in life, accident & health, and long-term care insurance. Holly is also Series 6, 7, and 63 securities registered.

She assists Greg with his business by processing and following up on investment client service requests, brokerage account trading, onboarding for all new investment clients, opening of brokerage and advisory accounts, client management, and assisting clients with rollovers and transfers. Holly was awarded the Commitment to Excellence Award in 2010 and 2016. This award recognizes field staff who have made a key difference in their Financial Advisor's practice.

Holly moved to Stevens Point in 2011 with her husband, Rob, after living in Milwaukee her whole life. She has a bachelor's degree in business management and enjoys yoga, working out, listening to music, hiking, road trips, and spending time with her black lab, Louie.

Ashley joined Greg's team in October of 2023. She is currently studying to be life and health licensed, followed by securities registration.
Ashley will be assisting with insurance and annuity service requests, applications and illustrations, underwriting, appointment scheduling and many other miscellaneous tasks to maintain a smooth office flow and positive work environment.

Ashley moved back to Stevens Point in 2022, after living in Nashville for most of her life. She enjoys spending time with family and her daughter.

Dylan joined our team in May 2023, bringing fresh insights and enthusiasm to our financial planning services. As a Financial Planning Assistant, he plays a crucial role in developing comprehensive financial plans tailored to our clients' unique needs. Dylan is a proud alumnus of Winona State University, where he earned his Bachelor's Degree in Finance. His dedication to both his studies and his work has equipped him with a solid foundation in financial planning, making him a valuable asset to our team.