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Meet Our Team

Robert Du Charme, CPA/PFS

Executive Director & Branch Manager

(262) 505-5740

(262) 505-5741

[email protected]

Born in Milwaukee, Wisconsin, Robert was taught values of self-reliance, trustworthiness, hard work and helping others by his parents. Learning from family farming and real estate businesses provided invaluable hands-on experiences...

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Eric Becker

Executive Director

(262) 505-5740

(262) 505-5741

[email protected]

Eric earned a Bachelor of Science in Psychology from Brigham Young University in 1999. He has accumulated over 16 years of experience in the financial industry working to help families and businesses implement effective financial...
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Ellie Schneck, CHC

Executive Assistant

(262) 505-5740

(262) 505-5741

[email protected]

Ellie was raised in a home where she learned entrepreneurial skills and how to have a healthy financial mindset. Working in the financial industry was an early childhood goal. She was raised in New Berlin and graduated in 2009 from New...
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Rose Seidel

Administrative Assistant

262-505-5740

262-505-5741

[email protected]

Rose grew up in Milwaukee and New Berlin, graduating from New Berlin West High School. Her first job at McDonald’s gave her the foundation to be a hard worker with an emphasis on customer service. She started a career in the...
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Nicole Kolbow

Administrative Assistant

262-505-5740

262-505-5741

[email protected]

Nicole grew up in the Hales Corners and Muskego area, graduating from Whitnall High School. As a child, she had a passion for animals and dreamed about becoming a Veterinarian. After high school, she started attending BYU-I for Pre-Vet...

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Daniel Bresson, MBA

Associate Director

(262) 505-5740

(262) 505-5741

[email protected]

Growing up and working in his family's business gave Dan a great appreciation for hard work and responsibility. After earning an MBA, Dan entered the corporate world with a Fortune 500 company as an employee benefits specialist. His...

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Adam Fullmer

Associate Director

(262) 505-5740

(262) 505-5741

[email protected]

Growing up in Wisconsin, Adam developed a love for helping and teaching others from his parents. After graduating from Westfield High School, Adam dedicated two years to church service in Mexico. That led him to pursue a...
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Thomas Hey

Associate Director

262-505-5740

262-505-5741

[email protected]

Thomas earned a Bachelor of Science in Psychology from the University of Wisconsin – Milwaukee. He ultimately found his passion helping families and businesses wisely manage their finances in every stage of life to help them...
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James Sayas

Associate Director

(262) 505-5740

(262) 505-5741

[email protected]

James was born and raised in Elm Grove, Wisconsin where he grew up in the family business. His father started Royalty Title Insurance in 1982 which is now in its second generation of ownership. Working alongside his family, James...
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Richard Stout

Managing Director

(262) 505-5740

(262) 505-5741

[email protected]

Dick came to the retirement planning profession after a 31 year career in broadcasting, 24 of which were doing a morning radio show with his wife Ellen in Milwaukee on WBCS and Light97 from 1979 to 2003. Dick grew up on a corn and...

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Chris Wacker

Associate Director

262-505-5740

262-505-5741

[email protected]

Chris was raised in the Milwaukee suburb of Wauwatosa by great parents and four older siblings. His parents grew up in the great depression and married just after WWII. Their life experience comes through Chris in hard work and doing...

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