Golfing for a Cause
This summer, the WDS team hit the greens to showcase their golf skills while giving back to the community. In June, they participated in the Gio’s Garden Golf Classic, raising funds for a local non-profit that offers therapeutic respite care for children ages 0-6 with disabilities.
Then, in August, WDS took part in the Monticello Booster Club Golf Outing, where they contributed $800 to support the town’s athletics and extracurricular programs. Many of our advisors proudly call Monticello High School their alma mater, this event is close to our hearts each year.
Retirement & Medicare Classes
We’ve received exceptional feedback from previous participants in our UW Extension – Retirement Planning Today class and Medicare 101 seminars. This fall, seize the opportunity to gain valuable insights into maximizing your retirement savings and optimizing your Medicare plans.
New Team Member: Carter Lomas
They're Promoted: Kelly & Ashley
In July, Carter Lomas joined our team as a Financial Advisor Support Coordinator! Carter assists advisors and clients at our Brookfield location. He joins us after graduating from Winona State University with a double major in Business Administration and Finance.
We are thrilled to announce the promotions of Kelly Nelson to Lead Client Support Coordinator and Ashley Rodriguez to Lead Client Relationship Manager. They will be part of developing and training our support staff and the WDS leadership team.
Team Member Spotlight
From a young age, Jeff knew he was destined to be a Financial Advisor, making that decision at just 16. His journey began in 2004, working part-time at John Hancock while finishing his senior year of college. Fast forward to today, Jeff is not only the President of WDS but also one of the 9 members of Harbour Investments’ Advisory Board.
While Jeff excels in the financial world, he’s equally passionate about sports – though not everyone is thrilled with his loyalty to the Michigan Wolverines, Chicago Bears, Bulls, Cubs, and Blackhawks! When he’s not working, Jeff is coaching his sons in flag football and basketball or trying to pick up golf again. Despite a packed schedule of managing only 6 fall sports for his 4 kids (down from 7 in the spring!), Jeff and his family still find time for fun adventures, especially exploring national parks.
Staff Appreciation Week
From June 3rd to June 7th, we celebrated Staff Appreciation Week! We know that our incredible team is the heartbeat of everything we do. Our staff works tirelessly to ensure our clients receive the best possible financial experience. We’re grateful for their dedication and hard work every day!
Financial Advisor Appreciation Month
August was Financial Advisor Appreciation Month! A heartfelt thank you to all our Financial Advisors for their dedication to helping clients minimize the impact of taxes on their investment assets during retirement. Your hard work and guidance make a lasting difference in our clients’ financial futures!
