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.

Photo of Director of Client Relations Jami Daleness

Jami Daleness

Director of Client Relations

414-403-3169

I started working for Missy in August of 2016. I graduated from UW-Milwaukee with my degree in Communications and Sociology. 

My husband and I have three children.  They keep us very busy with their active schedules. We live in Muskego and love our community. As a family, we love being outdoors and traveling. We spend many weekends in the summer at our family cabin in Tomahawk, WI.

 

Photo of Director of Operations and Client Service Lauralei E Schmidling

Lauralei E Schmidling

Director of Operations and Client Service

262-787-7030

I joined Missy’s practice in 2008 as the Director of Operations/Associate Financial Representative. Working alongside Missy and serving our clients has been a rewarding career for me. I enjoy learning about each of our clients and being a part of a team that helps them secure their financial goals and planning.

My home is in Bay View with my husband Eric, our son Bodhi, and our “old man” dog Harley. We love our community and find joy in volunteering for various local food banks and outreach programs. We are dedicated UW Badger fans and attend football and basketball games as often as our busy life permits. We love to travel and look forward to filling up our passports.