Related Specialist
Our Strategic Partners
Property and Casualty
Steve Frederek Jayson Boldt
4700 South 47th Street 2311 Silvernail Rd.
Greenfield, WI 53220 Pewaukee, WI 53072
Phone: 414-325-2080 Phone: 262-548-8070
Fax: 414-325-2088 Fax: 262-548-0803
Health Insurance & Medicare (DOBRICH)
Jan Lastname
4700 South 47th Street
Greenfield, WI 53220
Phone: 414-325-2080
Fax: 414-325-2088
Real Estate and Mortgage Lending (DOERING & CO)
Jeremy Doering William Backes
4700 South 47th Street 2311 Silvernail Rd.
Greenfield, WI 53220 Pewaukee, WI 53072
Phone: 414-325-2080 Phone: 262-548-8070
Fax: 414-325-2088 Fax: 262-548-0803
Legal
Estate Planning (Kitze & Canfield, LLC)
Bethany C Canfield
4700 South 47th Street
Greenfield, WI 53220
Phone: 414-325-2080
Fax: 414-325-2088
Estate Planning, Elder Law & Family Law (MacGillis Wiemer, LLC)
Megann S Hendrix
11040 Bluemound Rd. Suite 100
Wauwatosa, WI 53226
Phone: 414-726-5150
Strategic Partners
Bethany C Canfield
Kitzke & Canfield, LLC
Bethany Canfield is a Partner at Kitzke Canfield, LLC. K& C specializes in Estate Planning, helping families to Avoid Probate, be Tax Efficient, and provide Asset Protection and Control. Their practice ranges throughout Southeast...
Jan Dobrich
Dobrich Insurance Agency
I was born and raised in Port Washington and moved to the Waukesha area in 1998. I began as a financial planner and soon transitioned into the health insurance industry where my passion was. I observed my parents and first clients...
Jayson Boldt
American Advantage
Jayson earned his Bachelor' s Degree from the University of Wisconsin - La Crosse, with high honors, where he majored in Finance. Additionally, he completed a minor in Accounting and achieved a Risk, Insurance and Financial Planning...
Jeremy Doering
Doering & Co
Jeremy earned his bachelor degree in General Business, with a minor in coaching from UW Whitewater. Throughout High School and College, Jeremy always excelled in sports, particularlyfootball, including 2 years of semi-pro football...
Megann S Hendrix
MacGillis Wiemer, LLC
Megann S. Hendrix received her J. D. from Marquette University Law School. She earned her Bachelor of Arts degree in Communication, with honors, from Saint Louis University. Megann focuses her practice on estate planning, elder law and...
Steve Frederick
American Advantage
Steve Frederick is a long time insurance agent for American Advantage Insurance Group. After being an electrician for fourteen years, Steve decided to become an independent insurance agent in 2001. Choosing to become an agent was one...
William Backes
Doering & Co
William is the consummate steward. From early adulthood, William has been proud to serve his country, community, and clientele.At age 17, William enlisted in the Army National Guard and served honorably for seven years. During that...