Tony Powers, AIF®, CFP®, CRPS® - Shareholder
(715) 524-6626 / anthony.powers@kerberrose.com
Tony Powers, President of KerberRose Wealth Management, has over a 20 years of experience in the financial services industry. He specializes in helping private and public sector employers set-up and manage their employee retirement plans.
Tony has a Bachelor degree in Finance and Economics from North Central College. Tony holds several designations including AIF® (Accredited Investment Fiduciary), CFP® (Certified Financial Planner Professional) and CRPS® (Chartered Retirement Plan Specialist). Tony has several licenses including FINRA Series 7, 24, and 66 securities licenses; and health, life, and variable annuities licenses. He is member of the Retirement Plan Advisory Group (RPAG).
Tony and his wife Deyani live in the Shawano area with his four daughters and their two labs. Tony is actively involved in the local community working with many local charities, organizations and supporting his daughters many activities. Tony enjoys golfing, hunting and spending time with friends and family.
Michael Rudolf, AIF® - Director of Retirement Plans
(920) 993-0105 / michael.rudolf@kerberrose.com
Michael has over 15 years of experience in the financial services industry specializing in employer retirement plans, helping manage fiduciary liability, investment line-ups and employee education. Michael also helps individuals with their investment management needs.
Michael has a Bachelor degree in Finance and Economics from St. Norbert College. Michael holds an AIF (Accredited Investment Fiduciary) designation along with several securities designations including the FINRA series 7, 24, 4, 53, 63, and 65; and health, life and variable annuity licenses. He is a member of the Retirement Plan Advisory Group (RPAG).
Michael and his wife Julie live in Appleton with their 5 children. Michael is actively involved with local charities and in his free time he enjoys golfing, skiing and spending time with his family.
Scott Ciullo, AIFA®, CFS® - Director of Retirement Plans
(906) 315-0991 / scott.ciullo@kerberrose.com
Scott is an Accredited Investment Fiduciary Analyst (AIFA®). AIFAds complete a rigorous specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies, in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. AIFAs have acquired a thorough knowledge of fiduciary responsibility and can be a valuable resource to investment fiduciaries and individual investors alike.
Scott is also a Certified Fund Specialist (CFS). With this designation, a CFS can evaluate and compare financial measurements and benchmarks when constructing a portfolio. With this designation and knowledge, Scott brings an added level of fund review to your portfolio.
Scott began his career in financial services in 1984. With more than 30 years of experience, Scott uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. Scott can offer access to multiple and diverse investment vehicles tailored to each individual to address their unique goals.
Daniel Wotruba - Shareholder
(920) 434-7310 / daniel.wotruba@kerberrose.com
Daniel Wotruba, Shareholder, has over 25 years of experience in the financial services industry providing financial planning, portfolio construction services, estate and trust analysis designed to help clients achieve personal and family goals. With a seemingly unlimited array of financial products available in today’s marketplace, Dan has the experience to help clients determine which products create the best opportunity to achieve financial success through fundamental portfolio analysis focused on portfolio structure, managing risk and controlling costs.
Dan has a Bachelor’s degree in Business Administration and Economics from the University of Wisconsin - Green Bay and is a graduate of the College of Financial Planning. Dan has several licenses including FINRA Series 7, 63, and 65 securities licenses; and health, life, and variable annuities licenses.
Dan and his wife Vicki live in the Luxemburg area and have two children, Jacob and Molly, both whom attend the University of Wisconsin - Madison. Dan is actively involved in the local community working as Treasurer for the Green Bay Wildlife Sanctuary and serves on the Corporate Board for the Einstein Project.
Dan enjoys golfing, fishing, riding his Harley Davidson as well as taking statistic’s for the Luxemburg-Casco varsity football team and umpiring Little League baseball.
Scott Schewe, CFP®, CPWA®, CRPC® -
Director of Financial Planning
(920) 993-0105 / scott.schewe@kerberrose.com
Scott’s interest in investing began way back in 6th grade when his class participated in a stock market challenge where they were tasked with investing pretend dollars in a company. Scott was hooked after that experience and knew he wanted to spend his life’s work helping others with their money and investments. Prior to joining KerberRose, Scott had spent the last 13 years helping Wisconsin’s public employees plan for their retirement through their workplace retirement savings plan. His goal is to help clients realize that their money and investments are simply a tool to help them achieve a particular goal or the lifestyle they want. Once clients take that mindset, it really helps relieve the fear and angst that many have when it comes to investing.
Scott has a bachelor’s degree in Finance with a Financial Planning Emphasis from the University of Wisconsin – Whitewater. Scott is a CFP® (Certified Financial Planner Professional) and a CRPC® (Chartered Retirement Planning Counselor). Scott holds a Series 65 License along with Wisconsin Life, Variable Life, and Variable Annuities licenses.
Scott lives in the Fox Valley with his wife Mandy and two daughters – Kendall and Brynn. When he’s not busy carting around his daughters to gymnastics, Scott enjoys golfing, deer hunting, and cheering on the Milwaukee Brewers.
Mike Stecker, APMA®, RICP® - Wealth Advisor
(715) 341-3232 / mike.stecker@kerberrose.com
Mike has more than 13 years of experience in the financial services industry, providing individuals and businesses with financial planning, portfolio construction, succession planning, and also works closely with our accountants to mitigate taxes. With the large breadth of services KerberRose offers, Mike feels as though we can devise and execute a plan for any type of client; large or small.
Mike is an APMA (Accredited Portfolio Management Advisor) and RICP (Retirement Income Certified Professional). He also holds Series 7 and 66 Licenses along with Wisconsin Health, Life, and Variable Annuities licenses.
Mike is busy in the community volunteering for numerous events and coaching youth soccer. In his spare time, Mike enjoys taking his son fishing, walks in the woods, and DIY projects around the house.
Konrad Zagzebski, CFP® - Wealth Advisor
(715) 208-0934 / konrad.zagzebski@kerberrose.com
Konrad has been a financial advisor for more than six years, helping clients pursue their objectives by managing defined strategies on a discretionary and non-disclosure basis, which may incorporate individual stocks and bonds, KerberRose Wealth Management Models, and third-party investment strategies.
Konrad earned his Bachelor of Science degree from the University of Wisconsin-Madison with a consumer finance emphasis. Subsequent to his graduation from UW-Madison, Konrad earned his Certified Financial Planner (CFP™) certification in 2021 and completed De Paul Universities Financial Planning Certificate Program.
Ethan Hausmann - Client Service Associate
(906) 315-0991 / ethan.hausmann@kerberrose.com
Ethan is a graduate of Northern Michigan University's College of Business, an AACSB-accredited university, earning a degree of Bachelor of Science Summa Cum Laude in Economics and Entrepreneurship.
He has eight years of experience working for several non-profits. His previous jobs included administration, management, and training duties. Ethan is also Michigan health and life insurance licensed and has experience in the supplemental insurance industry.
Ethan is the administrative assistant for the Individual Division of our office. He is tasked with managing data input, customer service, and finding unique solutions to complex systems. He also assists with Individual product maintenance, participant relations, and completing paperwork and documentation. He is available to assist individuals with any inquiries they may have.
Ethan is active in the community volunteering for numerous events that benefit families and especially children. In his spare time, Ethan enjoys camping and kayaking in the summer, and snowshoeing and playing board games in the winter.
Julie LeFevre - Client Service Associate
(920) 393-6386 / julie.lefevre@kerberrose.com
Julie has more than 25 years of experience in the financial services industry. With a diverse background, she can assist clients throughout the financial planning process to accommodate their individual needs. Julie is an avid quilter and crafter, enjoys traveling, and a good campfire.
Julie earned her Business Administration degree from Lakeland College. She holds her FINRA Series 7, 63, and 65 licenses along with her Wisconsin Life Insurance license.
Alex Miller - Financial Wellness Advocate
(906) 315-0991 / alex.miller@kerberrose.com
Alex has her Business Administration Associates Degree from Bay De Noc College. She has more than three years of experience mentoring clients with Budgeting, Debt Management, and Wealth Building Encouragement. She is a Financial Peace University Coordinator in her spare time, and her passion for the subject is a valued asset to our Team. In 2022, Alex passed her Series 65 Uniform Investment Law Examination.
Alex lives in Marquette, MI, with her husband and four daughters. She is actively involved with her local Church. In her free time, she enjoys creating and cooking different recipes with her daughters, snowboarding during the winter months, and taking her family on fun, spontaneous adventures during the summer.
Connor Rosin - Associate Wealth Advisor
(715) 524-6626 / connor.rosin@kerberrose.com
Connor has more than two years of experience in the financial service industry providing financial planning, investment management, and risk mitigation. Connor's goal is to build relationships with clients and provide them reliable trust, integrity, and service to enhance their financial goals and leave lasting legacies.
Connor earned his bachelor's degree in science from the University of Wisconsin-Stevens Point and currently lives in Shawano, WI. He is recently engaged and enjoys spending time with family and friends, traveling, and staying active with numerous hobbies – especially golf during the summer.
He holds Series 6, 7, 63, and 65 Licenses along with Wisconsin Health, Life and Variable Annuities licenses.
Ashley Tomashek, Administrative Assistant
(715) 524-6626 / ashley.tomashek@kerberrose.com
Ashley has over 5 years of experience in the financial services industry where she has become an outstanding resource for helping clients on a daily basis and assisting with administrative tasks.
Ashley has her Administrative Professional associate’s degree from Northeast Wisconsin Technical College.
Ashley lives in Shawano with her significant other, daughter, cat, and dog.
Elle Hietpas - Administrative Assistant
920-993-0105 / elle.Hietpas@kerberrose.com
Elle is currently returning to school for a 2-year degree in Accounting at Fox Valley Technical College. She holds her Bachelor of Science in Radiation Therapy from the University of Wisconsin – La Crosse. She has four years of customer service, team management and training, and advanced software systems experience.
Elle lives in Little Chute with her husband, Nick, her 1-year-old son, Korver, and her dog, Penny. She spends much of her past time enjoying time with her family, reading and cheering on Wisconsin sports teams – especially the Green Bay Packers and Milwaukee Bucks.
Amy Taylor - Administrative Assistant
(906) 315-0991 / amy.taylor@kerberrose.com
Amy has eight years of administrative experience overseeing investment properties in the Real Estate Industry. She received her BA in Communications from North Central University in Minneapolis, MN.