Meet The Team

Myklebust, Horne & Fies team photo

As a premier retirement management practice, we go beyond just managing investments. Through our comprehensive planning, we serve as guides for our clients as they begin to unwind their hard-earned retirement savings. The level of care and the services we provide leave our clients feeling secure and ready for the future.

Core Values:

Integrity - We will always keep our clients’ best interests at the forefront of all decisions.

Accountability - We will be transparent and communicate openly as we move through the planning process.

Courage – We commit to having the necessary conversations to help our clients achieve their goals and dreams.

 

Hans Myklebust , CFP®, CLU®, ChFC®, CASL®

Wealth Management Advisor

Office 262-241-2721


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David Horne , CLU®

Wealth Management Advisor

Office 262-241-2709


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Barry Fies , CFP®, CLU®, ChFC®

Wealth Management Advisor

Office 262-241-2720


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Maria Kelly Roloff , CFP®, CLU®, CLTC®

Wealth Management Advisor

Office 262-241-2727


Mobile 414-232-0120


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Matthew Totsky , CFA®, AWMA®

Director of Investments

Office 262-241-2735


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Angela Kjorlien , MBA, RICP®

Associate Wealth Management Advisor

Office 262-241-2728


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Ryan Augustine , RICP®

Lead Advisor

Office 262-241-2704


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Heather Gorichanaz

Associate Financial Representative

Office 262-241-2705


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Christie Horne

Associate Wealth Management Advisor

Office 262-241-2710


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Kelly Rushman

Associate Wealth Management Advisor

Office 262-241-2726


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Kim M Kaschak

Associate Financial Representative

Office 262-241-2706


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Matthew Jump

Associate Wealth Management Advisor

Office 262-241-2723 ext. 723


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Mary Jo Otto , M.S.Ed.

Director of Operations

Office 262-241-2702


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Katie Ryan Pluer

Director of Marketing

Office 262-241-2712


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Donna Siegworth

Office Manager

Office 262-241-2701


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