Financial Advisors in De Pere, WI
Contact
Phone: 920.336.8560
Location
116 3rd Street
De Pere, WI 54115
Financial Services Offered in De Pere, WI
At Merit Financial Advisors in De Pere, WI, we offer a comprehensive suite of financial services designed to cater to your evolving needs. Our team of professionals is committed to providing personalized solutions that align with your long-term goals and aspirations. Whether you're seeking wealth management, investment strategies, retirement planning, tax strategies, financial or estate planning, we have decades of experience and resources to guide you and your loved ones every step of the way. With a client-centric approach and a deep understanding of the financial landscape, we deliver tailored strategies and insights to help you navigate the complexities of today's market. Experience the Merit way and embark on a journey toward financial success and confidence. Let’s build your tomorrow, together.
- Financial Planning
- Wealth Enhancement
- Wealth Transfer
- Estate Planning
- Estate Administration
- Tax planning/strategies
- Retirement Planning
- Life Transitions
- Charitable Giving
- Risk Management
- Wealth Protection
- Insurance gap analysis
- Investment Management
- Portfolio Performance Analysis
- Risk tolerance
- Asset Allocation
- Withdrawal Strategies
- Concentrated stock divestiture strategies
- Comprehensive investment analysis
- Concierge Services which Include:
- Coordination with Other Professionals
- Proactive Family Meetings
Our Team
Michael F. Ajango
Wealth Manager, Partner
Michael F. Ajango
CFP®
Wealth Manager, Partner
Mike is a Wealth Manager for Merit focusing on helping clients tackle their fear in retirement planning and investing. He has been a Certified Financial Planner™ professional since 1988, designing and implementing panoramic wealth planning strategies for our clients.
In the community, Mike stays active conducting an 80-member adult community band nine months of the year. He and his wife, Janet, are active members of their local church, enjoy traveling to places on their bucket list, and love spending time with their grandchildren.
AJ Mahnke
Wealth Manager
AJ Mahnke
Wealth Manager
A.J. has been a member of the team since 2013, providing deep expertise in portfolio management and handling movement within accounts. In addition to his focus on investment research and methodology, A.J. has a keen interest in helping our clients work towards financial independence.
When not researching investments, you can find A.J. at the curling club, riding his motorcycle, or spending time with his wife and son.
Andrea Zoeller
Wealth Manager, Partner
Andrea Zoeller
CFP®
Wealth Manager | Partner
As a Wealth Manager, Andrea focuses on working with clients as their chosen advisor, designing customized financial plans intended to help clients pursue personal and financial goals. Andrea has experience planning for clients in the areas of wealth management, asset preservation, tax planning, estate and retirement planning, as well as retirement income strategies.
Andrea lives in De Pere with her husband Zach, sons Zachary Jr. & Bennett, and their Golden Retrievers Alfie and Maisie. Andrea enjoys traveling, cooking, working out, spending time at the lake with her family and watching her sons experience new things.
Kim Kielpikowski
Client Service Manager
Kim Kielpikowski
Client Service Manager
Since 1999, Kim has played an essential role in providing exceptional service to clients. Her client-first advocacy ensures an elevated client experience.
When not at work, you may find Kim playing Grandma to her eight grandchildren or challenging her husband, Jeff, to a game of cribbage.
Danielle Green
Client Service Manager
Danielle Green
Client Service Manager
Danielle has been integral to strengthening client relationships through personalized service and effective client communications since 2008. She has a passion for details and continues to work on improving office efficiency and workflows to ensure positive outcomes.
Away from the office, Danielle is an avid genealogist for her family, friends and community. She is a member of the local genealogical society and gives back to her community through various volunteer organizations. She is a proud Mom who has been instrumental in helping her son achieve the rank of Eagle Scout.
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.