Our People

^{Meet The Team}Who You’ll Be Working With

H. Joe Kukula

H. Joe Kukula, CMFC^® CRPC^® APMA^®
^{(CRPC® conferred by College for Financial Planning)}

Sr. Financial Advisor, Partner

joekukula@wisdompf.com

Chad Martens

Chad Martens, CRPC^® APMA^®

Sr. Financial Advisor, Partner

chadmartens@wisdompf.com

Cynda Wright

Cynda Wright

Sr. Financial Advisor

cyndawright@wisdompf.com

Jake Nachtigal

Jake Nachtigal, CFP^®

Financial Advisor

jakenachtigal@wisdompf.com

Alex Vermillion

Alex Vermillion

Financial Advisor

alexvermillion@wisdompf.com

Nathaniel Heilig

Nathaniel Heilig

Financial Advisor

nathanielheilig@wisdompf.com

Jared Heinen

Jared Heinen

Financial Advisor

jaredheinen@wisdompf.com

Dustin Dick

Dustin Dick, MBA^®

Director of Financial Planning

dustindick@wisdompf.com

David Patterson

David Patterson

Insurance Specialist

davepatterson@wisdompf.com

Shawna Beltz

Shawna Beltz, MS

Executive Director of Investment Operations

shawnabeltz@wisdompf.com

Mabel Hirst

Mabel Hirst

Registered Client Service Associate

mabelhirst@wisdompf.com

Nancy Lee

Nancy Lee

Executive Director of Operations

nancylee@wisdompf.com

Tiffany Flynn

Tiffany Flynn

Client Service Specialist

tiffanyflynn@wisdompf.com

Niki Holle

Niki Holle

Client Service Specialist

nikiholle@wisdompf.com

^{Are You Ready?}Take The First Step

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