Jonathan Aumann

Shawn Bresnahan is a financial advisor at KerberRose Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Empower Advisory Group, LLC for 12 years. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and offers integrated services through affiliations with accounting and retirement plan administration firms.

Elle Hietpas is a financial advisor at KerberRose Wealth Management, LLC with a Series 65 credential and two years of industry experience. She has worked at KerberRose since 2021 and previously held positions in healthcare and education sectors. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, partnerships, and other entities, offering investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and uses a variety of investment vehicles and third-party managers, combining advisory services with affiliated accounting and retirement plan administration firms.

Jason Richel is a financial advisor at KerberRose Wealth Management, LLC with a Series 65 credential and experience beginning in 2022. Prior to entering the financial industry, he served in the United States Army for six years. He is also a board member and treasurer of the West De Pere Wrestling Club, a nonprofit organization. KerberRose Wealth Management serves individuals, trusts, retirement plans, and other legal entities with investment management, financial planning, and related advisory services. The firm’s investment process utilizes asset-allocation models based on modern portfolio theory and incorporates a range of investment vehicles and third-party managers.

Julie Lefevre is a financial advisor at KerberRose Wealth Management, LLC with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including APW Capital, Inc., CliftonLarsonAllen Wealth Advisors, and Northwestern Mutual. KerberRose Wealth Management serves individuals, trusts, retirement plans, and various legal entities with investment management, financial planning, tax and estate planning, and institutional retirement advisory services. The firm employs asset-allocation models based on modern portfolio theory and integrates advisory services with affiliated accounting and retirement plan administration firms.

Michael Rudolf is a financial advisor at KerberRose Wealth Management, LLC in Appleton, WI, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including APW Capital, Inc., LPL Financial LLC, and SII Investments. Rudolf serves as Director of Retirement Plans at KerberRose Wealth Management. KerberRose Wealth Management provides investment management, financial planning, tax and estate planning, and institutional retirement advisory services to individuals, trusts, retirement plans, and various entities. The firm’s investment approach incorporates asset-allocation models based on modern portfolio theory, utilizing a range of securities and third-party managers, and offers integrated services through affiliations with accounting and retirement plan administration firms.

Anthony Powers is a CFP® with 21 years of industry experience. He is currently President at KerberRose Wealth Management, LLC and has been with the firm and its affiliated Comprehensive Asset Management Serving Inc. since 2016. Outside of his advisory role, Powers is a member and partner of ShalagoCo, LLC and serves on the board of Shawano Masons, Inc., a nonprofit organization. He is also involved as a partner in Ole' Town Tap, a local pub. KerberRose Wealth Management serves individuals, trusts, retirement plans, corporations, and other entities with investment management, financial planning, and tax and estate planning. The firm employs asset-allocation models based on modern portfolio theory and offers integrated advisory services supported by affiliated accounting and retirement plan administration firms.