Financial Advisors and Wealth Managers in De Pere, WI
Contact us today to learn more about what our award-winning team can do for you.
Accolades:
Our De Pere, WI Office
Contact
Phone: 920.336.8560
Location
116 3rd Street
De Pere, WI 54115
Business Hours
Mon - Fri (8AM - 4:30PM)
Sat - Sun (Closed)
Our Team
Michael F. Ajango
Wealth Manager, Partner
Meet Michael >
Michael F. Ajango
CFP®
Wealth Manager, Partner
Mike is a Wealth Manager for Merit focusing on helping clients tackle their fear in retirement planning and investing. He has been a Certified Financial Planner™ professional since 1988, designing and implementing panoramic wealth planning strategies for our clients.
In the community, Mike stays active conducting an 80-member adult community band nine months of the year. He and his wife, Janet, are active members of their local church, enjoy traveling to places on their bucket list, and love spending time with their grandchildren.
Sydney Thompson
Wealth Manager
Meet Sydney >
Sydney Thompson
CFP®
Wealth Manager
Sydney Thompson, CFP® is a Wealth Manager in the Sheboygan Falls, WI and De Pere, WI branches of Merit Financial Advisors. Sydney is an experienced financial planner who believes in bringing a comprehensive financial planning approach to her client’s unique goals, values, and needs. She is a Certified Financial Planner® practitioner and her expertise includes all areas of financial planning, including investment management, tax strategies, risk management, estate planning, Social Security optimization, income planning, and retirement planning. Sydney strives to provide customized financial planning solutions that inspire confidence in her client’s futures at any stage in life, whether planning for retirement, buying a home, or going through a major life transition.
Sydney was born and raised in northern Wisconsin and now resides in Oshkosh, Wisconsin. Sydney is a graduate of the University of Wisconsin, Oshkosh with a Bachelor of Business Administration in Finance (Summa Cum Laude). In her spare time, Sydney enjoys spending time with friends and family, reading, traveling, hiking, and going up north to spend time on the lake.
Certifications:
- CFP® - Certified Financial Planner
- Series 7 – General Securities Representative (held with LPL Financial)
- Series 66 – Uniform Combined State Law Examination
- Life, Health, and Disability Insurance Licenses
AJ Mahnke
Wealth Manager
Meet AJ >
AJ Mahnke
Wealth Manager
A.J. has been a member of the team since 2013, providing deep expertise in portfolio management and handling movement within accounts. In addition to his focus on investment research and methodology, A.J. has a keen interest in helping our clients work towards financial independence.
When not researching investments, you can find A.J. at the curling club, riding his motorcycle, or spending time with his wife and son.
Kim Kielpikowski
Branch Office Administrator
Meet Kim >
Kim Kielpikowski
Client Service Manager
Since 1999, Kim has played an essential role in providing exceptional service to clients. Her client-first advocacy ensures an elevated client experience.
When not at work, you may find Kim playing Grandma to her eight grandchildren or challenging her husband, Jeff, to a game of cribbage.
Andrea Zoeller
Wealth Manager, Partner
Meet Andrea >
Andrea Zoeller
CFP®
Wealth Manager | Partner
As a Wealth Manager, Andrea focuses on working with clients as their chosen advisor, designing customized financial plans intended to help clients pursue personal and financial goals. Andrea has experience planning for clients in the areas of wealth management, asset preservation, tax planning, estate and retirement planning, as well as retirement income strategies.
Andrea lives in De Pere with her husband Zach, sons Zachary Jr. & Bennett, and their Golden Retrievers Alfie and Maisie. Andrea enjoys traveling, cooking, working out, spending time at the lake with her family and watching her sons experience new things.
Matt Radloff
Client Service Manager
Our Financial Solutions
Financial Planning
We create personalized financial plans that adapt to your life’s twists and turns. By understanding your unique needs, we help you make smart decisions that support your goals now and in the future.
Wealth Management
Our wealth management strategies are all about growing and protecting your assets. We’ll work together to build a plan that makes sense for you, so you can confidently navigate the ups and downs of the market.
Life Transitions
Life is constantly changing, but that doesn't mean your financial goals have to. Whether it’s retirement, divorce, a career change, or widowhood, our team is here, ready to tackle whatever transition you are preparing for or already are experiencing.
Insurance Planning
Life happens—our insurance planning services help protect what matters most. We’ll find the right solutions to safeguard your assets and provide peace of mind for you and your loved ones.
For Businesses
Running your business is both a joy and a challenge that deserves careful planning and guidance. We’ll work closely with you to understand your business’s unique challenges and opportunities and offer customized strategies to address them.
Your Path to
Financial Success
Tailored financial plans that cater to your unique needs and goals
Expert guidance and strategies backed by years of industry experience
Wide range of services, including retirement planning, investment management, and tax planning
Frequently Asked Questions
At Merit Financial Advisors, we specialize in managing complex financial portfolios. Our team of experts uses a comprehensive approach to provide sophisticated solutions tailored to your diverse investment, business, and real estate holdings. We ensure every aspect of your wealth is strategically managed to meet your unique needs.
The Details
Understanding Financial Planning
Financial planning is a comprehensive process that helps set and achieve long-term financial goals. At Merit Financial Advisors, we assess your current financial situation and create tailored strategies for saving, investing, and managing your wealth. Our advisors ensure your plan is aligned with your goals, providing ongoing support and adjustments as needed.
Types of Financial Planning Services We Provide
At Merit Financial Advisors, we offer a comprehensive range of financial planning services designed to meet your unique needs:
- Financial Planning: Comprehensive analysis of your financial health, including budgeting, savings strategies, and debt management to build a strong financial foundation.
- Wealth Management: Personalized investment management to grow and preserve wealth, continuously monitoring and adjusting to optimize performance.
- Estate Planning: Creating wills, trusts, and legal documents to ensure your assets are distributed according to your wishes and minimize tax liabilities.
- Insurance Planning: Identifying and mitigating financial risks with life, disability, and long-term care insurance to protect you and your family.
- Retirement Planning: Setting retirement goals, estimating future expenses, and creating savings plans to ensure a secure and comfortable retirement.
Why You Need a Financial Advisor
- Expertise: Specialized knowledge in financial planning, investment management, and wealth management.
- Customized Plans: Tailored financial plans to meet your specific needs and goals.
- Access to Financial Products: Wide range of financial products and services, including advanced investment strategies and estate planning tools.
- Ongoing Support: Continuous guidance to keep you on track with your financial goals.
- Commitment to Service: Personalized service and continuous support for achieving and maintaining financial success.
Finding the Right Financial Advisor in De Pere
- Certifications: Look for CERTIFIED FINANCIAL PLANNER® or Chartered Financial Analyst® designations.
- Reviews: Check online reviews and client testimonials.
- Experience and Expertise: Evaluate their background and the services they offer.
- Fiduciary Duty: Required to act in the best interests of clients.
- Transparency and Communication: Clear and honest about fees and services.
- Approach: Understand their strategy for financial planning and investment management.
How Financial Advisors Can Help You Achieve Your Goals
Financial advisors create customized financial plans tailored to your individual needs and goals. They offer ongoing support and guidance, ensuring your plan adapts to life changes and market fluctuations. At Merit Financial Advisors, we provide comprehensive advice and support to help you achieve financial success. Our team makes informed decisions during significant life events and maintains focus on your long-term goals.
Overview of Merit Financial Advisors
Merit Financial Advisors enriches clients' lives with personalized financial planning and wealth management. Our team includes CFP®s and CFA®s who excel in managing complex portfolios, optimizing taxes, and developing estate plans. We provide detailed, tailored plans addressing all aspects of your financial life, ensuring your success with confidence and clarity.
Merit’s Service Areas Outside of De Pere, WI
Our service areas include:
- Ledgeview
- Bellevue
- Lawrence
- Allouez
- Ashwaubenon
- Howard
Achieve Financial Success with Merit Financial Advisors
Merit provides expertise, personalized planning, and ongoing support to achieve your financial goals. Our services in De Pere and surrounding areas include advanced investment management, tax optimization, and estate planning. Partnering with Merit ensures comprehensive financial solutions tailored to your unique needs, guiding you to long-term success with confidence and clarity.