Meet the Team

At our firm, we have the client—and only the client—in mind.

It is our mission to engage, inform, and empower our clients to confidently navigate life’s journey. We are passionate about providing opportunities for our clients by helping them create a vision and set goals for themselves and their loved ones. We do this by asking better questions, intensely focusing on being great listeners, and collaborating with existing advisors (attorney, accountant, etc.) to make sure all aspects of their plan are integrated.

Our team’s knowledge, experience, and expertise combined with our state-of-the-art suite of tools and processes result in plans that are straightforward, sensible, and sustainable. Whether business or personal, we use each client’s unique plan to organize, simplify, and protect their future. Together, we can build something that lasts. This is, in fact, both why our clients come to—and stay with—us for the long haul.

For a fresh perspective and an individualized approach, we invite you to contact us. Let’s connect to see if your unique situation fits what we do best. Regardless of the outcome, we appreciate the opportunity to get to know you.

Paul Meyer
^{CEPA®, CBEC®, CRPC®}

Financial Advisor

(920) 739-6131

(920) 830-0521

Paul.Meyer@lfg.com

Andrew Ryan
^CRPC®

Financial Advisor

(920) 739-6131

(920) 830-0521

Andrew.Ryan@lfg.com

Daniel Weggel

Retired Financial Planner

Penney Garbe

Operations Manager

(920) 739-6131

(920) 830-0521

Penney.Garbe@lfg.com

Christina Barnhart

Planner Assistant

(920) 739-6131

(920) 830-0521

Christina.Barnhart@lfg.com

Stephanie Macpherson
^{CFP®, MPAS®, AAMS®, CRPC®}

Financial Planning Director

(920)739-6131

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.