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conferenceWI

state board

Board of Directors

Daniel Ward

President

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President

Daniel Ward

Northwestern Mutual
720 East Wisconsin Ave, Tower 18th Floor
Milwaukee, WI 53202
Phone: 414-665-6658
Email Daniel

Brian Witz RICP

President-Elect

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President-Elect

Brian Witz RICP

Schleicher/Witz Financial
210 S Bluemound Drive
Appleton, WI 54914
Phone: 920-734-2880
Email Brian

Pat Mongin CLU, ​LUTCF

Membership Co-Chair

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Membership Co-Chair

Pat Mongin CLU, ​LUTCF

John Patrick Planning Group
PO Box 2325
Green Bay, WI 54306
Phone: 920-430-7970
Email Pat

Brendon DeRouin​ CLU, ChFC

Immediate Past President/Treasurer

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Immediate Past President/Treasurer

Brendon DeRouin​ CLU, ChFC

Insurance Services Group, Inc
951 Kimball Lane, Suite 120
Verona, WI 53593
Phone: 608-848-0403
Email Brendon

Chris Henderson CLU

Vice President

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Vice President

Chris Henderson CLU

M3 Financial
3113 W Beltline Hwy
Madison, WI 53713
Phone: 608-288-2731
Email Chris

Heather Lindsley​​ LUTCF, LACP, RICP

Vice President

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Vice President

Heather Lindsley​​ LUTCF, LACP, RICP

Guided Path Financial Services & Retirement Planning
425 Packerland Dr, Suite C
​Green Bay, WI 54303
Phone: 920-405-8549
Email Heather

Mark Miller LUTCF

Vice President

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Vice President

Mark Miller LUTCF

Complete Insurance Services
914 Porter Ave
Eau Claire, WI 54701
Phone: 715-456-8293
Email Mark

Bill McClenahan J.D.

Lobbyist

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Lobbyist

Bill McClenahan J.D.

Schrieber GR Group
111 S. Hamilton Street
​Suite 200

Madison, WI 53703
Phone: 608-259-1212
Email Bill

Julie Phillips

Executive Director

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Executive Director

Julie Phillips

600 State Street
​Suite A

Cedar Falls, IA 50613
Phone: 855-360-3395
​ext. 8420