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Collin G

Series 66

New Franken, WI

Equitable Advisors

Collin Goldschmidt is a financial advisor with Equitable Advisors in De Pere, WI, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, formerly known as Axa Advisors, and is involved in other business activities including a financial services partnership and serving as secretary for a homeowners association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through multiple third-party programs. The firm employs a hybrid referral and implementation model, utilizing external asset managers and providing both advisory and brokerage/insurance services.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Daniel T

Series 63, Series 65

New Franken, WI

Equitable Advisors

Daniel Taicher is a financial advisor with Equitable Advisors in De Pere, WI, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors. Outside of advising, he is a one-seventh owner of VOYAGEUR FINANCIAL GROUP, LLC, and serves as president of the Rockland Heights Condo Association. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage services tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Thomas W

Series 63, Series 65

New Franken, WI

Equitable Advisors

Thomas Wedige is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. Wedige serves as a College Board Trustee and chairs the Finance, Investment, and Audit Committee at the College of Saint Scholastica. He is also an owner or partner in several business ventures, including Voyageur Financial Group, LLC, and Voyajones, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory, brokerage, and insurance channels to tailor services based on documented client goals, risk tolerance, and time horizon.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Christian N

Series 63, Series 65

New Franken, WI

Equitable Advisors

Christian Neuville is a financial advisor at Equitable Advisors with two years of industry experience. His prior work includes roles at the University of Wisconsin - Eau Claire, Menard, Inc., StoneRidge Piggly Wiggly, and De Pere High School. He holds Series 63 and Series 65 licenses and operates a DBA under Voyageur Financial Group LLC. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm is dual-registered as an SEC investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Josie S

Series 66

New Franken, WI

Equitable Advisors

Josie Streicher is a financial advisor with Equitable Advisors in New Franken, WI, holding a Series 66 designation and five years of industry experience. Prior to joining Equitable Advisors in 2020, she worked at Bankers Life and Casualty and held positions outside the financial sector. She also operates a separate business under the name Voyageur Financial Group, LLC. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm provides financial planning, retirement-plan support, and access to asset management through a hybrid referral and implementation model utilizing LPL programs and third-party asset managers.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Michael M

Series 66

New Franken, WI

Equitable Advisors

Michael Madson is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Equitable Advisors since 2007, including time with its predecessor, Axa Advisors, LLC. Outside of his advisory role, Madson serves on the board of Oneida Golf and Country Club and is involved in several investment partnerships and business ventures. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage channels tailored to client goals and risk tolerance.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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Andrea P

Series 66

New Franken, WI

Equitable Advisors

Andrea Pfefferman is a financial advisor with Equitable Advisors in New Franken, WI, holding a Series 66 designation and 26 years of industry experience. She has been with Equitable Advisors since 1999, having previously worked at AXA Advisors, LLC. Outside of her advisory work, she serves on the board of the Northbrook Ladies League and is a member of the Optimist Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party managers and LPL programs. The firm operates a hybrid advisory and brokerage model with a focus on tailored client services and a range of implementation options.

Retirement income strategy Social Security optimization Founder/Business Owner Retired Executive Approaching retirement Baby Boomers (Born 1946-1964)
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