Broker Check

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...

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Collin Yelich

Compass agent in Milwaukee, Collin Yelich, a former professional baseball player, now specializing in the Milwaukee real estate market. With his mother as a top Compass agent in Los Angeles and his uncle as a prominent commercial...
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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...

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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...

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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...

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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...

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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...

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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...

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