Introducing The Apex Group

Our team is continuing to grow!

We are adding additional advisors and client specialists to our group. Please be assured that the expansion of our team does not change our relationship with you. Your current primary advisor and specialists will remain your first point of contact. This collaboration combines our complementary perspectives and areas of expertise and enhances our relationship by broadening the advice and services we offer.

To learn more about our team members, please see the enclosed bios.

Thank you for trusting us with your wealth management needs.  We look forward to partnering with you for years to come.  Please call with any questions.

Your guides for the journey,

Our Advisors                                              Our Client Specialists           

Ralph Cefalu                                                  Ashley Anderson                          

Charles Fry                                                     Linda Davis                 

Roger Klumb, CFP®                                    Michelle Hernandez, CFP®                                

John Richards                                               Bonnie Krukowski     

Alexandra Spangler, CFP® CDFA®        Alise Lemieux, CFP®

David Thuli, CFP®                              

414-765-1470 | 777 E. Wisconsin Avenue, Milwaukee, WI 53202