Onalaska, WI Office

Michael Swartz is a financial advisor with Fiduciary Financial Planning Network in Onalaska, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at La Crosse Financial Planning Inc., Voya Financial Advisors, Inc., and Mass Mutual Life Insurance Company. In addition to advising, he operates his own financial planning and insurance businesses. Fiduciary Financial Planning Network provides financial planning and portfolio management services to individuals, including high-net-worth clients, and small businesses. The firm emphasizes index-based, long-term buy-and-hold investment strategies using ETFs, mutual funds, and fixed-income assets, with documented risk tolerance and tax-efficient asset allocation.

Maximillion Goulet is an advisor at Fiduciary Financial Planning Network with a Series 65 designation and no prior industry experience. His background includes service in the U.S. Army since 2022 and work in various roles such as landscaping and hospitality. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses by providing financial planning and discretionary and non-discretionary portfolio management. The firm emphasizes index-based, long-term buy-and-hold portfolios with an investment approach focused on ETFs, mutual funds, and fixed-income allocations, supported by written investment policy statements and ongoing financial planning.

Kathryn Wiegrefe is a financial advisor at Fiduciary Financial Planning Network with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mutual of Omaha since 2012. Outside of advising, she serves as an election worker during election days and manages a short-term rental property in Tennessee listed on Airbnb and VRBO. Fiduciary Financial Planning Network provides financial planning and portfolio management services to individuals, including high-net-worth clients, and small businesses. The firm focuses on index-based, long-term buy-and-hold portfolios with an emphasis on tax efficiency and documented client risk tolerance.

Jacob Shamban is a CFP® with three years of industry experience, currently advising at Fiduciary Financial Planning Network. His prior experience includes roles at La Crosse Financial Planning and Northwestern Mutual across wealth management, investment services, and life insurance. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses by providing financial planning and portfolio management with an emphasis on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed-income allocations. The firm delivers comprehensive written investment policy statements and integrates tax-efficient asset location and annual rebalancing practices.

Freeman Linde is a CFP® and holds a Series 66 license, with nine years of experience in the financial industry. He has worked at La Crosse Financial Planning Inc., Voya Financial Advisors, Inc., MSI/MML Investors Services, LLC, and Massachusetts Mutual Life Insurance. Freeman is also a podcast host and blogger for RetireMentorship, an educational platform that is free to the public and not affiliated with his Registered Investment Adviser. Fiduciary Financial Planning Network is a team of six advisors serving individuals, including high-net-worth clients, and small businesses. The firm offers financial planning and portfolio management focused on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed income, with an emphasis on tax efficiency and documented risk tolerance.

Benjamin Gibson is a Series 65-licensed advisor at Fiduciary Financial Planning Network with three years of industry experience. He has worked at La Crosse Financial Planning since 2022 and previously held roles at Viterbo University and Somerby Golf Club. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses with financial planning and portfolio management services. The firm employs a long-term, index-based investment approach utilizing ETFs, mutual funds, and fixed-income allocations, with an emphasis on documented risk tolerance and tax-efficient strategies.