Fort Atkinson, WI Office

Valerie Jones is a ChFC® credentialed advisor with six years of experience at CWM, LLC in Fort Atkinson, WI. Her prior roles include positions at Financial Impact Advisors and Cetera Advisor Networks, as well as experience in academic settings at the University of Wisconsin-La Crosse. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios supported by an in-house Investment Committee and offers a wide range of services including portfolio management, financial planning, and retirement-plan solutions.

Todd Wolff is a financial advisor with CWM, LLC in Fort Atkinson, WI, holding Series 63 and Series 66 credentials and 22 years of industry experience. His prior roles include positions at LPL Financial, Cetera Advisor Networks, and Noel-Schopen Inc. Wolff is also an insurance agent selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions with a focus on discretionary account management using model portfolios overseen by an in-house Investment Committee.

Debra Ranguette is a financial advisor at CWM, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Cetera and LPL Financial. Outside of advising, she is a partner at an accounting and tax firm and serves as a director on the board of Badger Bank. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing discretionary management with model portfolios governed by an in-house Investment Committee and access to alternative investments.

Taylor Smithyman is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at CWM, LLC. He has worked at several firms including Financial Impact Advisors, CETERA Advisor Networks LLC, and LPL Financial. In addition to his advisory role, Smithyman is a partner at Business & Tax Systems, LLC, an accounting firm, and serves as president of his local Rotary Club. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary, model-portfolio approach supported by an in-house Investment Committee, third-party sub-advisors, and advanced customization tools.