Appleton, WI Office

Michele Lipschultz is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Her prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Horace Mann Companies, and Thrivent Financial. Outside of her advisory work, she is involved as treasurer for a women's retreat organization and operates a small fashion resale business on Poshmark. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages accounts through various strategies and platforms, catering to individual, charitable, and corporate clients.

Bruce Romberg is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc from 2007 to 2023, followed by positions at Park Avenue Securities and Guardian Life Insurance Company since 2023. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in regulatory assets under management with about 1,900 investment adviser representatives.