Paul A Bonikowske, CFP®

Wealth Management Advisor

My Team

As a CFP® Certificant & Wealth Management Advisor, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. With the support of a dedicated staff, we stand committed to providing you the best client service possible.

Team photo

 
Paula Simon

Paula Simon

Director of Client Services
Office 920-882-8363

Paula joined our team in 2017 after previously working at Chase Bank as a Relationship Banker.   Prior to Chase Bank, Paula was a Financial Representative with Thrivent Financial, where she assisted clients with financial planning needs. Paula is licensed in Life & Accident/Health Insurance as well as Securities.

Paula’s Personal Story

I grew up in Freedom WI with a supportive family.  My family is very small with my parents, a sister, two aunts, one uncle, and four cousins who all live in the surrounding area.  I grew up in a rural area and spent most of my early years hiking around the woods.  My friends weren’t too far away; I could bike a mile or so to meet up with them.  I attended Freedom High School then went to UW Fox Valley where I received my Associate Degree in Arts and Science.  I then attained a Bachelor of Business Administration, with a Finance major from UW Oshkosh.

When I am not working, I spend my time with my family.  My son Mason is 5 and my daughter Brynn is 3.  They keep our house full of chaos and energy along with our two dogs, Peyton our Vizsla, and Branch the Plot Hound.  There never seems to be a dull moment, and when there is, it is cherished.  My husband, who is an amazing support, and I have been married 5 wonderful years.  He works at Pierce Manufacturing and volunteers for the Town of VandenBroek’s First Responders and Fire Department. 

 
Tina Stegman

Tina Stegman

Financial Planning Specialist
Office 920-882-8363

Tina joined our team in 2019 with 15 years of experience in the financial industry. After graduating from UW Oshkosh with a degree in the Bachelor of Business Administration, her first career began as a Financial Representative with MetLife followed by working at PDI Financial Group as a Marketing Representative. Tina holds her Series 6 & 63, Life and Health Licenses.

Tina’s Personal Story:

I moved to Greenville in 2004 with my husband of 15 years. We like the area and love raising our two daughters in the Fox Valley. We enjoy watching our daughters in their various activities including Karate, Basketball, and Downhill Skiing. As a family we have the passion to travel and try to explore as many new places as possible, whether it be in Wisconsin or another country.  As my personal hobby, I love running and volunteering for anything running related.  One of my favorite places to run and hike is High Cliff State Park.

 
Katy Stegeman

Katy Stegeman

Marketing Assistant
Office 920-882-8363

Katy joined our team in 2007 and has over 25 years of professional office experience. She has held positions in banking, insurance and spent many years working for Ford Motor Credit Company.

Katy’s Personal Story

I was born in Port Huron, Michigan but moved to Albuquerque, New Mexico when I was 10 years old.  I come from a very large family, most of which still live in Michigan. There were 18 children born to my Dad’s family and I am the third of six children.

My husband Scott and I have been happily married for over 30 years. We have lived in New Mexico, Illinois and finally settled in Wisconsin, where we have been raising our two sons, Nicholas, 17 years old and Ethan, 14 years old.

We also have a furry family member, Franklin, who is a very active two-year-old Aussie doodle. He is always involved in everything we’re doing. We love walking and spending time with him.

In my free time, I enjoy watching my son’s perform in band and support them in their extra-curricular activities. We love to travel and enjoy trying different kinds of food from the places we visit. We spend a lot of time with family and friends and treasure our time with them.

 
 

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