Our Staff


Kevin Klug

Co-owner, Secure Retirement Solutions LLC
Retirement Income Strategist | Registered Financial Consultant

Kevin Klug is the original founder of Secure Retirement Solutions LLC and is a native of Weyauwega. Kevin resides near Freedom with his wife Jillian and daughters, Carrington and Kingsley. Kevin is a graduate of San Antonio College.

Many clients who work with Kevin tune in each month to see Kevin appear on a number of local tv stations such as ABC, NBC, FOX, and CBS as a financial professional, discussing common sense money matters and retirement tips and topics.  Kevin is also asked to participate in community business discussions due to his length of service in the retirement arena and for his common-sense approach. 

Kevin started creating retirement income strategies for clients in 2000. He has worked hard to become a values-based retirement planner. He helps his clients create Retirement Road Maps and, more importantly, helps them implement their written retirement strategy to achieve their goals and fulfill what is most important to them in life, the values they hold most dear.

He is a licensed independent insurance agent. His memberships include the National Association of Insurance and Financial Advisors and Better Business Bureau.

 

 


Dean Listle

Co-owner, Secure Retirement Solutions LLC
Investment Advisor Representative

There’s a chance that some of you will know Dean because he grew up in Ashwaubenon then moved to West De Pere where he graduated from high school. Dean is a college graduate of UW Madison and lives in New London with his wife, Kathy, and two sons Tyler and Luke. Dean’s strong financial and investment background lends itself to constructing managed investment portfolios for our clients.

Dean is the other co-owner of Secure Retirement Solutions, along with Kevin Klug.  Staying true to our vision – Client-focused, personalized solutions designed to meet pre-retirement and retirement financial goals, the investment process is no different. Understanding no two investors are alike, advice and recommendations are tailored to your own investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. In the end, each investment solution will be designed based on your long-term goals of preserving principal, maximizing income or/and accumulating wealth.

Because of Dean’s passion for creating and managing risk-managed investment portfolios, he and his son Tyler have a weekly radio show where they discuss topics that affect your retirement such as investments, income planning, social security and much more… you can tune in each week on Sunday at 9:30 am on WTAQ 1360 am or 97.5 fm.

 

 


Tyler Listle

Investment Advisor Representative | Registered Representative

Tyler, who was on the Dean’s list five semesters, is a graduate of St. Norbert College with a bachelor’s degree in Business Administration with a concentration in Finance.

Tyler currently holds a Series 65 (Uniform Registered Investment Adviser Law) securities license, which allows him to create and manage investment portfolios, as well as serve as a financial advisor when constructing financial plans for our clients. 

Tyler also hold a Series 6 (Investment Company and Variable Contract) and Series 63 (Uniform Securities Agent State Law) licenses which allow him to service 529 college savings plans, mutual fund accounts, and variable annuity contracts.

Tyler also co-hosts a weekly investing radio show each Sunday morning at 9:30 am with his father, Dean on WTAQ 97.5 fm or 1360 am.

 

 

 


Luke Listle

Medicare Supplements | Market Analyst

Luke is a recent graduate of St. Norbert College where he earned his degree in Business Management.  While at St. Norbert, Luke was on the Dean’s list for 3 semesters. 

Luke is responsible for taking care of our client’s Medicare needs, including explaining the Medicare process to our clients and taking care of their Medicare Supplement Plans.  As an independent retirement planning and investment firm, Secure Retirement Solutions provides a large variety of quality Medicare Supplements plans to our clients.  Our goal is to choose the best Medicare Supplement plan for you and your own specific needs. 

Luke followed his older brother Tyler, and father, Dean, to the retirement planning world.

 

 

 


Roy Hegard

Attorney at Law

Attorney Roy E Hegard concentrates his practice in several areas of the law including Estate Planning.

His Estate Planning experience ranges from simple Wills to complex Trusts dealing with tax issues, assets spread over several states valued in millions of dollars, and has coordinated U.S. based assets with international holdings. 

He has helped families prepare for the future of loved ones with special needs and helped preserve family farms. 

He regularly attends conferences to stay up to date on changes in the law and has taught college level courses. 

Roy’s main office is in Oshkosh and he also has a satellite office here at Secure Retirement Solutions LLC.  Roy meets with clients on an appointment basis. 

He takes pride in offering to preserve his client’s legacy by providing legal advice based on the client’s needs rather than on a pre-conceived cookie cutter approach. 

 

 


Dan Popkey

Tax Advisor and Tax Preparation | Enrolled Agent

With more than 25 years’ experience, Dan is highly qualified to prepare your tax returns. 

As the core of our business is retirement income planning, Dan will prepare all tax returns with an eye on tax reduction.  

When the time comes for retirement or income events change in your life, Dan will model your proposed tax situation so planning can be done in a proactive manner. 

Dan is also available to our clients for one-on-one trouble shooting of tax situations. 

 

 

 

 

 


Paul Larson

Independent Insurance Agent

The owner of The Larson Insurance Agency, Paul Larson, offers our clients auto, home owner, and business insurance. 

Paul is an independent agent with over 25 years’ experience, and represents a large number of quality companies, and is willing to meet with you and review your insurance needs here in the office of Secure Retirement Solutions, LLC. 

 

 

 

 

 

 

 


Cherie Heath

Office Administrator

That calming voice you hear when you call to schedule an appointment is that of Cherie Heath.  Cherie is a graduate of Ashwaubenon High School and carries certifications for administrative and secretarial positions. 

Cherie has a background in the financial services business and is responsible for scheduling meetings, appointments, working with companies to schedule client withdrawals and other in-service work. 

Cherie has a great sense of humor and loves to fish!  When you stop in the office please make sure to share a few fish tales with her.

 

 

 

 

 


Jeannine Krull

Receptionist

With a hearty laugh and a genuine smile, receptionist Jeannine Krull greets all of our clients as they enter our office.  In addition, Jeannine schedules all appointments and oversees client correspondence.