Broker Check

Our Staff

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Kevin Klug

Retirement Income Strategist | Registered Financial Consultant

920-347-9888

kevin@srsplans.com

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,...

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Dean Listle

Investment Advisor Representative

920-347-9888

dlistle@brokersifs.com

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,...

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Tyler Listle

Investment Advisor Representative | Registered Representative

920-347-9888

tlistle@brokersifs.com

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...

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Luke Listle

Investment Advisor Representative | Medicare Supplements & Advantage Plans

920-347-9888

llistle@brokersifs.com

Luke is a 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 three semesters. Luke holds a Series 65 (Uniform Registered Investment...

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Roy Hegard

Attorney at Law

920-347-9888

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

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Dan Popkey

Tax Advisor and Tax Preparation | Enrolled Agent

920-347-9888

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...

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Lori Holtz

Office Administrator

920-347-9888

clientservices@srsplans.com

Born and raised in Wisconsin, Lori has an Associate degree in Music, leads the music worship team at her church and loves to sing! She's a lifelong Packer fan, likes to crochet (especially hats), travel, and has two wonderful boys who...

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Jeannine Krull

Receptionist

920-347-9888

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.

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Mike Rathsack

Tax professional

As a graduate of Neenah High School, Mike grew up in the area and chose never to leave! Mike owns two very successful companies, Bottom Line Accounting of the Fox Valley, and Wisconsin Financial Tax Advisory Group. Mike has over two...

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Nathan Schoenherr

New Business Specialist

nschoenherr@brokersifs.com

Nathan is a 2016 graduate of Martin Luther College with a bachelor’s degree in Elementary Education. After spending 3 years as a 6th grade teacher in Appleton, WI, he moved his focus to finance where he combines...

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