Meet Joe Brown: Madison
Joe works in Wisconsin, Illinois, Minnesota, Florida, and Arizona, protecting millions of dollars in retirement assets. Joe and his clients sleep well at night, knowing their retirement funds are protected. There is something truly wonderful about being able to help people have peace of mind about their financial future. Joe desires to give you that same peace of mind.
Joe Brown and his wife, Pamela, reside in Wisconsin. As President of Brown Advisory Group, LLC, and a host of Safe Money and Income Radio Show, Joe has over 30 years’ experience working with people near retirement or already in retirement.
Meet Jeff Stupar: Brookfield
Jeff is an Advisor and Planner in the financial service industry who has a passion for helping clients make sound financial decisions in retirement planning and tax efficiency. Jeff is primarily focused on safe money retirement strategies, exploring ways to help protect retirement savings from markets. This includes proven strategies to plan for secure lifelong income, potentially increase income despite uncertain health, and look at ways to potentially lower taxes.
For over 17 years, Jeff has helped local clients achieve their retirement goals. With a focus on education, Jeff focuses on building lasting long-term relationships with clients and adding value by addressing all areas of financial health. Jeff and Jeri have been married for 42 years, live in Brookfield, have two adult children, and stay involved in the community of greater Milwaukee.
Meet David Valencia: Oshkosh
David was raised in San Jose, California, married with four daughters and a son. Proud to grow up in San Jose, attending Bellarmine and Yerba Buena High Schools, and continuing his education, graduating from San Jose State University. David began his career as a San Jose Police Officer, priding himself on his work with non-profits in the area focused on community growth. When he decided to change paths, he never lost sight of his passion for impacting his community and directly supporting the families in the area. He has been a Financial Professional since 2002, always focused on continued education within the field.
Meet Scott Hovden: Mosinee
Scott’s mission is to educate, inform and empower clients by providing thoughtful, experienced guidance. To build a relationship that will help our clients address their financial goals and enjoy their future.
Meet Thomas Sweet, ChFC, CLU: Hartford
Thomas has been in the financial services industry for 40 years. He learned from day one that the client’s needs drive the conversation and that products are simply vehicles to get clients to their financial goals. As a result, he practices the Fiduciary approach to financial planning to do what is best for the client.
Thomas obtained his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) in 1985-1986, and he is committed to their ethical standards. He holds seven securities licenses and is licensed for life, health, disability, and long-term care in Wisconsin and Illinois.
Meet Joseph Zimmermann: Oshkosh
Joseph Zimmermann, the founder of Pure River Wealth, LLC, specializes in protecting assets and future retirement. Having initially worked with a corporate finance company dealing only with variable funds, he felt compelled to serve clients with better products that guarantee principle, safety, and future income.
Joe’s desire to help others is the bedrock of his dedication to his client’s financial success. He is determined to offer client solutions with ethics and integrity.
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