Madison, WI Office

Roger Williams is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is involved with multiple organizations, including serving on the board of Wisconsin Badger Camp, a summer camp for children. He also participates in a local business networking group through SPARK. Transamerica Financial Advisors serves a broad client base with investment advisory, brokerage, and retirement-plan services, utilizing model portfolios and third-party managers. The firm’s offerings include proprietary and externally managed model portfolios, as well as retirement plan administration and advisory programs.

Kandi Kauffman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has additional experience with World Financial Group and YTB Travel. Outside of her advisory role, she operates a travel agency website and manages a personal holding company for tax preparation purposes. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Jeffery Dancer is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 65 and Series 63 licenses and 11 years of industry experience. His work history includes roles at WealthWave, Debtmerica, H&R Block, World Financial Group, and Dancer Inc., where he operates a business focused on health insurance sales. He also assists clients with tax preparation through H&R Block. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, estates, charitable organizations, and corporations, offering advisory and broker-dealer services with both proprietary and third-party investment programs.

Joanne Boggs is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Transamerica since 2015 and has previous roles with Conquer Legacy Group and Debtmerica LLC. Boggs is also a member of the Baraboo Area Chamber of Commerce. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services through proprietary and third-party investment models.

Gary Ziegler is a financial advisor at Transamerica Financial Advisors with over 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms including WFG since 2001 and his own firm, Ziegler Financial Group Inc., since 2022. He is also a member of Business Networking International. Transamerica Financial Advisors serves a wide range of clients including individual investors, pension plans, trusts, and charitable organizations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, offering discretionary and non-discretionary investment programs.

Stephanie Giacomini is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has also worked with World Financial Group since 2004. She is involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach to investment advisory services, supporting its advisors with multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Maciej Szewerniak is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also has a background with World Financial Group starting in 2009. He is involved in the sale of insurance products affiliated with his firm. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm uses a model portfolio approach implemented through third-party managers and platform sub-advisors and maintains regulatory assets under management of approximately $1.7 billion.

Michael Larson is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Transamerica since 2012 and has held various other roles including driving for ride-sharing and delivery services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary program options.

Thomas Hanson is a financial advisor with Transamerica Financial Advisors in Madison, WI, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves as president of Dream Team Financial LLC, which he operates primarily for tax purposes without additional time commitment. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party investment models, offering discretionary and non-discretionary program options.

Sofya Blyum Hundt is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 66 licenses. She has recently begun her career in the financial industry and has experience involved with several organizations including the Pleasant Ridge Waldorf School, a nonprofit providing Waldorf elementary education. She is also a member of InheritGuard, LLC, which focuses on estate planning services. Transamerica Financial Advisors serves a wide range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with various fee-based and commission-based investment programs.