Broker Check

About Wisconsin


Eric Raether

Eric Raether, CFP®

Founder & Wealth Advisor

David Muehl

David Muehl, CFP®

Partner & Wealth Advisor

Brian Kopp

Brian Kopp, CFP®

Wealth Advisor

Melodie Ace

Melodie Ace, ChFC ® CASL ®

Director of Operations

Andrew Belfield

Andrew Belfield

Director of Client Services


Local Sponsorships

Gilda's Club

Gilda's Club

Gilda’s Club Madison is dedicated to ensuring that all people impacted by cancer are empowered by knowledge, strengthened by action, and sustained by community.

So that no one faces cancer alone.

Donate Today!
Kids From Wisconsin

Kids From Wisconsin

Kids mission it so provide:

  • Showmanship - Providing opportunites for the state's talented youth to put on a Broadway caliber show
  • Leadership - Inspiring future performers in underserved communities through music education in workshops and classrooms
  • Partnerships - working with communities, schools, art organizations to develop and deliver local arts enrichment programs.
Learn More!
Wisconsin Chamber Orchestra's Concert on the Square Series

Wisconsin Chamber Orchestra's Concert on the Square Series

In the winter of 1983, Madison businesswoman Pleasant Rowland saw the opportunity to improve access to the arts and create a sense of community while gathering on the beautiful Wisconsin State Capitol lawn. By the summer of 1984, that idea evolved into the Wisconsin Chamber Orchestra's first season of Concerts on the Square. Like today, the series was completely free of charge for the entire community. It has grown into a gem of Madison, and annually over 200,000 patrons come together on the Square for this six-concert series.

Learn more!
Madison Capitols

Madison Capitols

The Capitols mission is to develop players on and off the ice, and help them earn college scholarships where they can continue to improve their hockey skills while gaining a great education.

Learn more!

Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.