Advisor Operations & Support
Angie Arrington
Agency Supervisory Associate
Connie Urbanek
Agency Supervisory Officer
With more than 30 years in the financial services industry, Constance works alongside financial professionals to help them navigate regulations while serving clients with integrity. She loves partnering with advisors as they build ethical, client-focused practices. Outside the office, Constance enjoys volunteering, community theater, concerts, travel, and spending time with her husband, six grandchildren, one dog, and eight cats. Born and raised in Wisconsin, she's also a devoted Green Bay Packers fan and dreams of attending a game at Lambeau Field.
Julie Salazar
Wealth Management New Business Coordinator
juliesalazar@financialguide.com
Julie helps advisors navigate wealth management, annuity, and brokerage new business submissions, providing guidance every step of the way. What she enjoys most is making advisors' lives a little less stressful and a lot more enjoyable. A lifelong lover of books, movies, and art, Julie holds a degree in painting and says she'd likely be an art teacher if she weren't in financial services. Her favorite advice? "Nothing lasts forever, so enjoy the highs and ride out the lows."
Raissa Hausmann
New Business Coordinator
Ronda Decker
Receptionist
Ronda believes her job is simple: make people feel welcome and happy. She loves meeting new people and creating positive experiences for everyone she interacts with. When she's not at work, you'll likely find her talking about animals, especially cats, enjoying country western music, or hitting the dance floor. One day, she hopes to check Hawaii off her bucket list.
Advisor Onboarding Experience
Kate Gregory
Senior Recruiter
Matt Carlile
Senior Recruiter
Advisor Leadership
Financial Professionals
Brokerage
Discovery
We begin by reviewing your financial documents, risk tolerance, and objectives to build a foundation.
Plan
Our team presents financial strategies designed to align with your specific investor profile and retirement goals.
Monitor
We track your progress over time, helping you manage market volatility and making adjustments as they occur.
Grow
As your life evolves, we adapt your strategy intended to help your money better fit your changing lifestyle goals.