CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Client Services Coordinator
Brin joined Lake Ridge Financial June of 2023 as a Client Services Coordinator.She came to us with experience in estate planning, trusts and business law. She is dedicated to serving others and is very client focused. Brin will be...
Brin joined Lake Ridge Financial in June of 2023 as a Client Services Coordinator. She came to us with experience in estate planning, trusts and business law. She is dedicated to serving others and is very client focused. Brin will be the primary support person to Christine Sperry, CFP(R) and will work in the Evansville office. Brin was born and raised in Madison, Wisconsin. She moved to Evansville with her husband, Jared, in 2018. They stay busy with their young children, Miles and Emerson, and their dog, Rooney. She enjoys spending time with her family and friends, doing activities outside and watching new TV series. She has a Bachelor of Science in Zoology and Environmental Sciences from the University of Madison- WI.
Christine has been in the financial services industry since 2002. Christine's primary focus on client relations management recently transitioned her in the Advisor role. She received her CERTIFIED FINANCIAL PLANNER TM certification in 2017.
Christine looks forward to partnering with you to create a personalized plan and provide financial guidance. She graduated from Western, IL with a Bachelor's Degree in Science, she and her family currently reside in Deforest, WI. Her primary office location is Evansville, WI however she travels to all locations on an "as needed" basis to meet with clients. She enjoys gardening and spending time with her family at their cabin.
Job Titles:
- Advisor
- Associate
- Financial Advisor
Francis Friend is a financial advisor with a background in insurance and small business. He is skilled in Retirement Income Planning and Wealth Management, Investment Advisory, Mutual Funds, Annuities, Life Insurance, and Long-Term...
Francis Friend is an Associate Advisor with a background in insurance and small business. He is skilled in Retirement Income Planning and Wealth Management, Investment Advisory, Mutual Funds, Annuities, Life Insurance, and Long-Term Care Insurance. He has been in the customer service and insurance industry since 2008 and holds his Series 7 and 66 securities licenses. His mission is to help his clients pursue their financial goals and maintain financial independence. He believes wealth building is a partnership and focuses on each client's best interest.
Francis enjoys reading, hiking, and home brewing. He and his wife, Glynis, have two young daughters.
Job Titles:
- Client Services Coordinator to Service Our Waunakee
Jeff serves the Waunakee, Middleton, Madison, and Oregon offices. Retirement saving, income planning, investment management, small business retirement plans and legacy planning are his core areas of focus.
Jeff has over twenty years of experience in the financial/investment industry. He assists individuals, businesses and non-profit organizations pursue their financial goals. In addition to servicing four branch locations Jeff works alongside the staff in the Wealth Management Division.
Jeff realizes that every situation is unique and that financial recommendations cannot be made in a vacuum. A comprehensive planning approach is the best way to ensure financial success.
Retirement saving and income planning, investment management, small business retirement plans and legacy planning are his core areas of focus. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and has completed coursework through the Cannon Financial Institute.
To assist with day-to-day operations and client service Jeff is assisted by Kristen Corcoran, Registered Paraplanner℠.
Jeff lives in Middleton and spends time away from work traveling and volunteering for various causes, primarily Alzheimer's disease and dementia.
Job Titles:
- Senior Client Services Coordinator, Associate Advisor
Jennifer has more than 25 years of experience in the financial service industry assisting people map out and work toward their investment goals. Prior to joining our financial advisory team in 2018, she successfully held a variety of roles with several investment firms, including time spent as an operations manager and client service specialist.
Jennifer graduated from the University of Michigan and holds her series 7, and series 66 licenses. Currently, she serves as our Senior Client Services Coordinator and Associate Advisor with Bill Czaplewski at our Monona office.
She resides with her family in Stoughton, Wisconsin. When not assisting clients, Jennifer enjoys exercising her creativity, volunteering for local organizations, and exploring as many National Parks as possible.
Job Titles:
- Client Services Coordinator
Jeremy has been in banking since April of 2019. He was a Bank Services Specialist II for two and a half years and has since moved into the Financial Services department as a Client Services Coordinator. Jeremy graduated from Western...
Jeremy has been in banking since April of 2019. He was a Bank Services Specialist II for two and a half years and has since moved to Lake Ridge Financial as a Client Services Coordinator. Jeremy graduated from Western Technical College with an Associate's Degree in Business Administration and Management. Jeremy looks forward to helping our clients in the Monona, Middleton and surrounding communities. His long-term career goal is to become a Financial Advisor. He and his wife live in McFarland. They like to get outside and enjoy the beautiful weather by listening to live music, playing golf, and walking their dog. As for the snowy and rainy months, they enjoy different Netflix series and vacation north at their family cottage!
Job Titles:
- Client Services Coordinator to Service Our Waunakee
- Senior Client Services Coordinator
Kristen works with Jeff Supple as a Client Services Coordinator to service our Waunakee, Madison, Middleton and Oregon offices. Kristen is knowledgeable in bank products and services in the Financial Advisory department.
Kristen has been in the financial services industry since October of 2001. She started with the bank in the Account Service area and became knowledgeable in the bank products. She then moved to Financial Advisory in April of 2006. She brings over 20 years of customer service experience to our department.
Kristen graduated from the University of Wisconsin- La Crosse with a Bachelor of Exercise and Sports Science and a minor in business. She has earned the designation of Registered ParaplannerSM while working at the bank. She also holds her life and long-term care insurance license. As a Senior Client Services Coordinator, Kristen contributes to the smooth operation of Jeff's office.
Kristen grew up in Waunakee and is a graduate of Waunakee High School. She currently lives in Mount Horeb and works in our Waunakee office. She enjoys spending time with her family and watching her son participate in sports.
Job Titles:
- Client Services Coordinator
Nick has been in banking since August of 2020. He started as a Personal Banker, was quickly promoted to Personal Banking Specialist and now joins the team at SB Financial Services as a Client Services Coordinator.
Nick graduated from the University of Wisconsin-Madison with a Bachelor's Degree in Psychology & Certificate in Criminal Justice.
Paul serves our Cross Plains, Belleville, New Glarus, Verona, Mount Horeb & Black Earth offices. Paul has worked for over 15 years with many families, businesses & individuals, helping them pursue their financial goals.
Paul has over fifteen years of experience in banking and financial services. Paul received his CERTIFIED FINANCIAL PLANNER™ professional certification in 2021. He earned a Bachelor of Business Administration degree with a major in Finance from the University of Wisconsin-Oshkosh. His education, along with his previous experience, makes him a great asset to our team.
Paul focuses on a comprehensive planning process; whereas, he not only looks at today's need but also plans ahead. Guiding each client through a process of determining what is a reasonable expectation from their investments along with working to mitigate risk wherever possible.
Tax-smart investing, individual retirement planning, small business retirement planning, college planning and insurance are his areas of emphasis.
Paul grew up in the Monticello area and now lives in Barneveld with his wife and three children. Outside of the office Paul enjoys traveling, golf, cooking, playing drums and spending quality time with his family and friends.
As a Wealth Manager, Paula enjoys working with her clients to help ensure they have a customized and comprehensive financial plan. "Helping clients work on pursuing their financial goals is very rewarding. I want clients to know that I care about their financial well-being, and that I'll spend the time to make sure they feel comfortable with their financial decisions."
Paula received her undergraduate degree in Education and a Juris Doctor (Law) degree from UW-Madison. With qualifications including Series 7, 65 and 63 registrations, which she holds through LPL, as well as Life and Health licenses, Paula is able to offer access to a wide range of services.
Paula is active with the Madison South Rotary and Badger Prairie Needs Network while also being a lover of the arts. While Paula has an office at our Middleton location, Paula and her staff can meet with you at whichever of our nine locations is most convenient for you.
Job Titles:
- Marketing Specialist
- Operations Manager
Rachel has been in the Financial Services Industry since 2006 and in Customer Service Management for over 20 years. She is currently a Financial Paraplanner Qualified Professional™ with Lake Ridge Financial.
Rachel is dedicated to providing exceptional service to our clients. She takes pride in making sure each clients goals are her top priority. She cultivates and strengthens third party relationships with other reputable businesses making Lake Ridge Financial a well-rounded practice offering a wide variety of services. Rachel oversees the daily operations of the Financial Service department and is responsible for the departments marketing efforts.
Rachel received the 2011 SII Investments Administrative Professional of the Year Award, was a SHARE Council member, sits on many boards and is extremely active in her community! She works primarily out of the Evansville, WI office which is where she and her family currently reside.
William Czaplewski, RICP®, AIF® Wealth Advisor 608-223-2190 william.czaplewski@lpl.com As a Wealth Manager, Bill prides himself in taking the time to create personal, customized recommendations for each client. "I really enjoy helping clients work with investment options and plan for their family's future. Helping people... Read more
Bill holds the RICP® (Retirement Income Certified Professional®) and an AIF® (Accredited Investment Fiduciary®) Designation from the American College of Financial Services. With qualifications including Series 7 and Series 63 registrations, which he holds through LPL, and Life and Health licenses, Bill is able to offer access to a wide range of services.
Bill enjoys working within the community bank atmosphere because it allows him to get to know his clients well. Bill is a member of the East Madison Monona Optimists and is active in Sun Prairie youth football. Bill and his family are also involved in Dane County 4H equestrian sports.