Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Alexis Vecchio
Director of Operations and Client Service
Lexi specializes in understanding what the clients needs are and handles all our documentation and client tracking. She is an expert in case management and processing client service requests and policy delivery. Lexi is consistently evaluating our team efficiencies, ensuring that your experience working with us is outstanding. Lexi graduated from UW-Stout in 2020. Away from the office Lexi enjoys spending time with her husband and her two pups, traveling, refurbishing furniture, photography and enjoying the outdoors.
How can Lexi help you?
- She assists in the client onboarding process.
- She can answer general questions around your insurance products.
- She is our contact person for any underwriting questions you may have.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Jim Schroeter Jr
CFP®
Wealth Management Advisor
We specialize in working with knowledgeable individual investors and time-pressed business owners in all life stages and business cycles. Once we define where you are and where you want to be in the future, we explore your comprehensive financial plan. With my professional staff, we will help you select and secure the best suitable choices from the wide array of product and services available.
Brent Goska
Managing Director
Financial Planning means different things to different people. Brent enjoys the ability to meet people where they are, and help them gain confidence within their financial journey. Brent has built his team to help business owners, sales leaders & retirees effectively navigate their personalized goals and opportunities.
Ryan Brown
MBA
Founder & Wealth Management Advisor
ARA Wealth Strategies is dedicated to the discernment and realization of clients' financial goals. We work primarily with individuals and families with backgrounds in law and finance as well as corporate executives and entrepreneurs. We craft a plan with tax-efficient strategies designed to propel them to their desired outcomes.
Mike Sedjo
CFP®
Wealth Management Advisor
Mike has a team of four, which includes three CERTIFIED FINANCIAL PLANNER® practitioners, an ACCREDITED ESTATE PLANNER®, a Chartered Advisor in Philanthropy and a Retirement Income Certified Professional. We work to have a detailed understanding all our client’s goals then begin with the end in mind to reverse engineer a financial plan to help ensure our clients and their families achieve success.