Patrick J Marget

Sue assists with the servicing of bank and corporate clientele, as well as providing support to the Director of Operations and Client Services.  In addition, she also provides administrative support to Patrick Marget.  Sue holds her Wisconsin state insurance licenses.

Sue earned her Bachelor’s degree in Communications from Marquette University, and currently resides in Racine, WI with her husband and three children.  She enjoys playing tennis and volleyball, trying new foods and spending time with family and friends.

Doug is responsible for implementation and insurance underwriting for corporate and personal insurance policies for Pat Marget.  He handles the client servicing of individual policies. Doug holds his Wisconsin state insurance licenses and is Series 6 and 63 registered.

Doug is a Wisconsin native who joined the team after moving back to the area from Chicago. He received his BA from the University of Wisconsin – Milwaukee and his MA from the University of Illinois – Chicago.   He currently resides in Shorewood with his wife Katie, and their two sons, Hunter and Dylan.

Garrett provides sales and presentation support for clients. Before joining in 2018, Garrett spent nearly a decade on Wall Street where he offered prime brokerage services for hedge funds and other institutional investors. Garrett holds his Wisconsin state insurance licenses and is Series 6 and 63 registered.

Garrett graduated from Villanova University’s School of Business where he doubled majored in Business Management and Management Information Systems.  He currently resides in Shorewood with his wife, Meg, and their three daughters. In his free time, he enjoys traveling, golf, woodworking and spending time with his family.

Ed provides executive benefits plan and policy design consultation on nonqualified plan cases for the bank, corporate, and insurance company markets.  Ed holds his Wisconsin state insurance licenses and is Series 6 and 63 registered.  Ed previously worked in the Advance Markets division of Northwestern Mutual as a sales consultant.

Ed graduated from Oakland University in Rochester, Michigan with a BSE in Computer Engineering.  Ed is married to Cindy and has four adult children and two grandchildren.

Shannon is responsible for the post-sale servicing and administration of the bank and corporate clientele. In addition to working closely with our clients, she also oversees various aspects of the day-to-day business operations. Shannon holds her state insurance licenses and is Series 6 and 63 registered.

Shannon received her Bachelor’s degree in Accounting and Finance from the University of Wisconsin-Milwaukee.  She lives in Grafton, WI with her husband and values spending time with her family and friends.  Shannon also loves animals and enjoys relaxing with her pets.