Merit | West Bend, WI
Contact
Phone: 262.338.0018
Fax: 262.338.0019
Location
4524 Dollar Dr.
West Bend, WI 53095
Services Offered
Planning Services
- Financial Planning
- Investment Planning
- Retirement Planning
- Retirement Income Distribution Planning
- Insurance Planning
- Estate Planning
- Business Planning
- Business Succession Planning
Personal Services
- 401(k) and IRA rollovers
- IRAs
- Fixed and Variable Annuities
- Mutual Funds
- Stocks & Bonds
- Managed Accounts
- Disability Insurance
- Life Insurance
- Major Medical
- Medicare Supplements
- Nursing Home Insurance
- Estate Planning
- Tax Planning Strategies
Business Services
- 401(k)s/Pensions
- Simple Plan
- Business Continuation Plan
- Business Overhead Insurance
- Business Succession Planning
- Buy/Sell Agreements
- Deferred Compensation
- Disability Insurance
- Group Major Medical
- Key Person Insurance
- Life Insurance
- Split Dollar Insurance
Our Team
Timothy M. Reis
Wealth Manager
Timothy M. Reis
LUTCF
Wealth Manager
Tim Reis started working in the financial services industry at the age of 21 assisting people with their retirement and insurance needs. In 1993, he founded Reis Financial Services LLC and then was acquired by Merit Financial Advisors in 2023. Since then, Tim has helped many people with financial, investment, retirement, tax, and estate planning.
Tim is continually learning by attending many financial conferences and collaborating with successful advisors from around the world, along with belonging The Trailblazer Study Group, which he founded.
He particularly enjoys helping people plan their futures and strive to achieve their goals and dreams. Tim is friendly, knowledgeable, and is concerned about his clients’ best interests. He enjoys traveling, boating, and spending time with his 3 daughters and two grandsons.
Nancy Reis
VP/Office Manager
Zach Campbell
Service Advisor
Nanci Rauch
Branch Office Administrator
Jessica Jashinsky
Branch Operations Administrator
Joshua Konen
Client Service Manager
Joshua Konen
Client Service Manager
Josh has exceptional work ethic and is driven to succeed at whatever he sets his mind to. His strengths exist in communication and organization, which are essential to working in the financial services industry.
He enjoys playing sports, hunting, running, traveling, and meeting new people.
Lauren Wiesner
Client Service Manager
Ready to discuss your financial future?
Schedule a free consultation with one of our Wealth Managers today.