Our Team

Blake Hudziak

Retirement Income Strategist | Registered Financial Consultant

(920) 380-9411

(920) 347-9885

blake@srsplans.com

Dan Popkey

Tax Advisor and Tax Preparation | Enrolled Agent

920-347-9888

Dean Listle

Investment Advisor Representative

920-347-9888

dlistle@brokersifs.com

Kevin Klug

Retirement Income Strategist | Registered Financial Consultant

920-347-9888

kevin@srsplans.com

Lori Holtz

Office Administrator

920-347-9888

clientservices@srsplans.com

Luke Listle

Investment Advisor Representative | Medicare Supplements & Advantage Plans

920-347-9888

llistle@brokersifs.com

Mike Rathsack

Tax professional

Nathan Schoenherr

New Business Specialist | Investment Advisor Representative | Registered Representative

920-347-9888

nschoenherr@brokersifs.com

Roy Hegard

Attorney at Law

920-347-9888

Tyler Listle

Investment Advisor Representative | Registered Representative

920-347-9888

tlistle@brokersifs.com