Nicholas Toman is a CFP® professional with 16 years of industry experience. He currently works at John F Suby Wealth Management LLC and has previously held positions at Trek Financial, Empowered Financial Investments, US BANK, and Savant Wealth Management. He is also a licensed insurance agent with appointments at various insurance companies. John F Suby Wealth Management, LLC provides discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals and retirement plans. The firm manages approximately $465 million in client assets and employs an investment approach focused on diversified portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisers and third-party managers.

Matthew Suby is a financial advisor at John F Suby Wealth Management LLC in Madison, WI, with 27 years of industry experience. He has worked at John F Suby & Associates SC and John F Suby Wealth Management LLC since 2009. Outside of advisory services, he is a shareholder and CPA at John F. Suby & Associates, providing accounting and tax services to individuals and businesses. John F. Suby Wealth Management offers discretionary asset management, financial planning, investment consulting, and retirement plan services for individuals and retirement plans. The firm emphasizes efficient, diversified portfolios tailored to client objectives and risk tolerance, often utilizing sub-advisers and third-party managers, and it provides integrated accounting services through its affiliated accounting practice.

Amy Butrymowicz is a financial advisor at John F. Suby Wealth Management LLC in Madison, WI, holding a Series 65 credential with 14 years of industry experience. She has been with John F. Suby Wealth Management since 2012 and is also involved in accounting and bookkeeping through her ownership of AJ Restaurant Accounting, LLC and as a shareholder at John F. Suby & Associates S.C. John F. Suby Wealth Management provides discretionary asset management, financial planning, investment consulting, and retirement plan services to individuals and retirement plans. The firm manages approximately $465 million in client assets and employs an investment approach that matches diversified portfolios to client objectives and risk tolerance, often using third-party managers and platform providers, with integrated accounting services available through an affiliated practice.