More About Our Expert Team

I literally have the BEST team in the industry. Our clients remark over and over how wonderful everyone is and how much they take care of them. I have worked very hard to hand build a custom team that focuses on wrap-around white-glove service. Your goals become our goals. Helping you achieve your ongoing financial checkpoint is the commitment you have from my expert team and I. We are committed to delivering excellence in client service. Please don’t hesitate to contact me or our expert team if you have a question or a request. We will respond promptly.

 

Jessica A Shine

Director of Operations and Client Service
Office 262-439-6088
 
Tarah M Tompa

Tarah M Tompa

Associate Wealth Management Advisor
Office 262-439-6084
 

Adam S Keller, CLU®, CLTC®, AEP®
Wealth Management Advisor


The Keller Group

 

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