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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Jeff Supple



Jeff serves the Waunakee, Middleton, Madison, and Oregon offices. Retirement saving, income planning, investment management, small business retirement plans and legacy planning are his core areas of focus.

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Paul serves our Cross Plains, Verona, Mount Horeb and Black Earth offices. With over 10 years of industry experience, Paul has worked with many families, businesses and individuals, helping them pursue their financial goals.

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Kristen works with Jeff Supple as a Client Services Coordinator to service our Waunakee, Madison, Middleton and Oregon offices. Kristen is knowledgeable in bank products and services in the Financial Advisory department.

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Jason assists Paul in serving their clients in a number of behind-the-scenes capacities. He works out of our Cross Plains location and is available to answer any questions you may have.

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