Brett’s fascination with the world of investments began long before he made financial advising a career. In fact, before returning to Baraboo, he spent many downtown Chicago lunch breaks watching the action at the Mercantile Exchange. Luckily for Brett and his clients, his fascination soon became a career as he moved from marketing Hyatt Hotels to creating financial well-being for his clients in 1994. And who wouldn’t want a guy working for them who just loves his job?

As a graduate of the American Bankers Association's National Trust School at Northwestern University, Brett learned the intricacies of financial advising. He brought that education, along with certifications as a Raymond James registered principal, registered representative, registered investment advisor representative and CERTIFIED FINANCIAL PLANNER^™  to the Raymond James office located at The Baraboo National Bank in 2001. Today, Brett uses his education, experience and enthusiasm to “do something significant for the people around me.”

In Brett’s world, significance might mean helping a near-retired couple meet their financial goals or creating a nonprofit group to benefit homeless people in the Baraboo area. Whatever the cause, he knows he’ll be doing it for the rest of his life.

Lisa A. McClyman is a registered principal and financial advisor of the Raymond James Financial Services branch of The Baraboo National Bank. She is also an assistant vice president of The Baraboo National Bank. She counsels and advises individuals and businesses in financial planning, retirement planning, and education savings.

A graduate of the University of Wisconsin's Whitewater School of Business and Economics with a degree in economics, Lisa has 12 years of experience in the bank and investment industries. She currently holds licenses to sell  investment   securities,   life insurance,  and health insurance.

Lisa and her husband, Steve, reside in Wisconsin Dells with their daughters, Molly and Ashley. Lisa is a retired volunteer EMT who served for the Wisconsin Dells Ambulance Service. She is a member of the St. Clare Foundation Giving Committee. Lisa also volunteers her time on other finance committees and charitable events.

Tim isn’t like most financial advisors.  In fact, he says he’s not in the financial planning arena to simply sell stocks.  Tim chose a financial planning career when he realized his life’s varied experiences could help others reach their financial goals.  He uses 30 years of knowledge gained being employed in international leasing and management to creatively help find solutions to meet his client’s investment needs.

Tim takes great pride in caring for his clients' financial well-being. In fact, one of his favorite on-the-job moments is getting approval from a new client to move forward on a financial plan created just for them. To Tim, it means the start of a journey where he provides ideas, advice and support to his client partners.

In addition to graduating with honors from the University of Wisconsin and earning a Master of International Management from Thunderbird Graduate School (Glendale, Arizona), Tim uses his training as a registered Raymond James financial advisor to help families create financial independence.

Jennifer graduated from the University of Wisconsin-Eau Claire. Her background and focus have been on different aspects of customer service and client needs. She previously worked at an independent insurance and investment center in the sales and marketing field prior to joining the Raymond James team.

Jennifer joined the Raymond James team in order to expand her investment knowledge and experience. She currently holds her securities 7 and Wisconsin state license.

Jennifer resides in Portage, Wisconsin, with her husband, Mike, and their four children Kayla, Kaleb, Kyle & Aubrie.

Aaron, a registered representative with Raymond James Financial Services at the State Bank of Viroqua, has spent the last nine years helping families, individuals and businesses with insurance and investment planning. A native of Viroqua, Aaron is dedicated to helping his community through education in financial and investment planning.

Aaron graduated from Gustavus Adolphus College in St. Peter, Minnesota, in 1998 with a bachelor's degree in mathematics.

He started in the insurance and investment business in La Crosse, Wisconsin, right out of college and was quickly promoted. After two years in sales, Aaron began traveling throughout the United States, training other insurance and investment professionals. His travels have now brought him home to Viroqua where he is looking forward to being even more involved in the community and building more relationships to help area families and businesses toward their financial goals. Much more important than his knowledge is his sincere desire to build professional relationships with members of his home community that will last for many years.

An avid golfer and active member of the community, Aaron serves on the board of directors for the Viroqua Partners, is a member of the Junior Partners, serves on several fundraising committees, and volunteers his time at local high schools speaking to finance classes on the importance of investing early in life. In the past, Aaron has been a reading buddy for the Viroqua elementary school, a mentor for the Boys and Girls Club, a big brother for Big Brothers and Big Sisters of the Coulee Region, and a member of MAGIC, helping disabled high school students build self-esteem.

Pete is an advisor who is as interested in your financial well being as much as he is in his own. Why is this, you ask? It stems from his background of being a team-oriented individual and wanting to do what is best for others.

Pete is a successful businessman who has run a manufacturing firm with over 600 employees. This required teamwork and planning for the future. These are the same skills he brings to his client relationships.

His education and background were finance and accounting and that is what motivated him to pursue financial planning after the company he managed was sold in 1999. With over 20 years of management experience, he understands both your personal and business needs and stands ready to serve them.

The key to any successful financial plan is to understand your needs and to creatively find the right solutions for each individual.  No two plans are alike and should not be approached the same way.  Let Pete bring you his unique perspective on financial planning and the markets so you can be successful together. Pete gets no greater joy than when a plan is developed, implemented and is successful.