The Du Charme Financial GroupOur Team is passionate about serving New Berlin, and our culture reflects the values of our communityIf you ask any of our advisors for the most important thing that we bring to the table, it's trust. At Du Charme Financial Group, we care about our clients and each other, which is illustrated by our trusting relationships. Our advisors have diverse personalities with one thing in common: we make our clients comfortable by connecting, engaging, and meeting them where they are. Trust Our foundation is built on trust. If there's one thing our clients can be sure of, it's that we have their best interests in mind. Our moral and ethical compasses align with our fiduciary responsibilities. Knowledge We're confident in our ability to solve each individual challenge with skill and professionalism. We pride ourselves on leading through innovation, and bringing the best solutions to the table for our clients. Care Sometimes we feel like parents - nurturing and supportive with a strong sense of protecting our young. We want to give our clients the knowledge and resources that they need to make good decisions for their lives. We only want the best for those we work with. Passion We can't help it, we get excited about what we do, and how we can impact our clients' lives. We believe that we can change the world through those we help, and we approach this business with our whole heart. Robert V. Du Charme, CPA/PFS Executive Director & Branch Manager (262) 505-5740 (262) 505-5741 email@example.com Eric Becker Executive Director (262) 505-5740 (262) 505-5741 firstname.lastname@example.org Ellie Schneck Executive Assistant (262) 505-5740 (262) 505-5741 email@example.com Maxwell Boehm Associate Director 262-505-5740 262-505-5741 firstname.lastname@example.org Daniel Bresson, MBA Associate Director (262) 505-5740 (262) 505-5741 email@example.com Don Crowther, MBA Associate Director 262-505-5740 262-505-5741 firstname.lastname@example.org Catherine Fadian-Lewandowski Associate Director 262-505-5740 262-505-5741 email@example.com David Grzesk, MBA Associate Director 262-505-5740 262-505-5741 firstname.lastname@example.org Thomas Hey Associate Director 262-505-5740 262-505-5741 email@example.com Gregory Kohlmann, CPA Associate Director 262-505-5740 262-505-5741 firstname.lastname@example.org Denis Nagorny, CPA, CFE, MPA Associate Director 262-505-5740 262-505-5741 email@example.com Christopher Riley Associate Director 262-505-5740 262-505-5741 firstname.lastname@example.org James Sayas Associate Director (262) 505-5740 (262) 505-5741 email@example.com Richard Stout Managing Director (262) 505-5740 (262) 505-5741 firstname.lastname@example.org Chris Wacker Associate Director 262-505-5740 262-505-5741 email@example.com Ready to Take the Next Step? Contact Us A Letter From Rob Du Charme Dear Friends, Colleagues, and Clients,It's important to me to share a little bit about why I started this business, and why I continue to be passionate about growing our team and helping our clients. Back in 2001, when I started my practice, I committed to the idea that we are here to serve everyone, not just the wealthy, not just high potentials for our paychecks, but everyone. This philosophy stems from my personal values and faith - I believe that every human on this earth deserves to dream of a better future for themselves, and access the support they need to get there. Our mission remains true today. I am not here to sell you the product of the week, or convince you to invest in something that doesn't make sense for you, your family, or your business. All of the advisors at the Du Charme Financial Group are fiduciary-based - we're committed to looking at the whole picture, and positioning you to achieve your dreams based on your best interests, not our own. Our strategic partnerships allow us access to a wide variety of best-in-class products, and our knowledge and experience allow us to create effective, productive financial strategies for our clients. We believe in doing the right thing. For our clients, that's developing fiduciary-based strategies that get them closer to their dreams and protect them when things don't go as planned. For our advisors, that's working together to provide the resources needed for professional growth, development, and success. I'm confident that our team stands out in a sea of sales pitches and products as real people caring for real people. When you're ready to make your financial plan for the future, or make a career change that will fulfill your passion for people, give us a call. We're ready to help you change your life for the better. Respectfully,Robert Du Charme, CPA/PFS, Executive Director & Branch Manager Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops!