Meet the Team

Innovative Financial Stewardship

High Point Capital Group brings a fresh and innovative approach to financial planning. Founded by financial advisors in Milwaukee, Wisconsin, we bring more than 150 years of collective experience, achievement, and respect to our clients.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

HPCG Executive & Administrative Staff

Derick Klug

Derick Klug

President | Wealth Manager

Cathy Schmidtke

Cathy Schmidtke

Director of Operations

cschmidtke@hpcg.com

Chris Reed

Chris Reed

Wealth Manager | Wealth Management Director

Kim Coleman

Kim Coleman

Business Strategy | Financial Controls

kcoleman@hpcg.com

Kyle Schroeder

Kyle Schroeder, CFP®

Case Design | Technology Coordinator

kschroeder@hpcg.com

Connor Fixel

Connor Fixel, CFP®

Wealth Manager | Client Services Associate

cfixel@hpcg.com

Bella Krug-Wagner

Bella Krug-Wagner

Client Services Associate

bkrugwagner@hpcg.com

Andrea Woller

Andrea Woller

Client Services Associate

awoller@hpcg.com

Gerianne Prom

Gerianne Prom

Medicare & Health Insurance Specialist

Daniel Bayless

Daniel Bayless

Medicare & Health Insurance Specialist

dbayless@hpcg.com

High Point Capital Group - Milwaukee

Matt Loverine

Matt Loverine ChFC^®, CFS™, CASL^®

Wealth Manager

mloverine@hpcg.com

Taylor Hoskins

Taylor Hoskins

Wealth Manager

thoskins@hpcg.com

Jake Johnston

Jake Johnston

Financial Advisor | Client Relationship Manager

jjohnston@hpcg.com

Jennifer Loverine

Jennifer Loverine

Practice Associate for Matt Loverine & Taylor Hoskins

jloverine@hpcg.com

Todd Turowski

Todd T. Turowski, CASL^®, ChFC^®

Financial Advisor | Wealth Manager

tturowski@hpcg.com

Nancy Jacques

Nancy Jacques

Practice Associate for Todd Turowski

njacques@hpcg.com

Brian Wilmet

Brian Wilmet

Financial Advisor

bwilmet@hpcg.com

Steve Koch

Steve Koch

Wealth Manager

Jake Balistreri

Jake Balistreri

Financial Advisor | Client Relationship Manager for Steve Koch

jbalistreri@hpcg.com

Jacob Baker

Jacob Baker

Wealth Manager

jacobbaker@hpcg.com

Chris Reed

Chris Reed

Wealth Manager | Wealth Management Director

Graham Kent

Graham Kent

Practice Associate to Chris Reed

Derick Klug

Derick Klug

President | Wealth Manager

Ryan Hitchcock

Ryan Hitchcock, CPWA®

Financial Planner | Wealth Manager

rhitch@hpcg.com

Julie Kollenbroich

Julie Kollenbroich

Assistant to Ryan Hitchcock, Brian Wilmet & Todd Turowski

jkollenbroich@hpcg.com

Nick Hunzinger

Nick Hunzinger

Wealth Manager

nhunzinger@hpcg.com

Stephen Hayes

Stephen Hayes, LUTCF^®, CIC, MBA, BFA™

Wealth Manager | Financial Advisor

shayes@hpcg.com

Jon Hafemann

Jon Hafemann, CPFA®, NQPC™, (k)RS™, CEPA™, RPAG, WICPA Affiliate Member

Financial Advisor | Retirement Plan Architect | Fiduciary Consultant

jhafemann@hpcg.com

Connor Fixel

Connor Fixel, CFP®

Wealth Manager | Client Services Associate

cfixel@hpcg.com

Gerianne Prom

Gerianne Prom

Medicare & Health Insurance Specialist

Daniel Bayless

Daniel Bayless

Medicare & Health Insurance Specialist

dbayless@hpcg.com

High Point Capital Group - Wausau

Douglas Bierman

Douglas Bierman, LUTCF^®

Financial Advisor | Wealth Manager

dbierman@hpcg.com

Frank Barnett

Frank Barnett

Financial Advisor | Wealth Manager

fbarnett@hpcg.com

Alyece Kleinschmidt

Alyece Kleinschmidt

Personal Assistant to Doug Bierman & Frank Barnett

akleinschmidt@hpcg.com

Jameson Advisors

Mike Schlueter

Mike Schlueter

Financial Advisor

mschlueter@hpcg.com

Nick Hassler

Nick Hassler, CFP®

Practice Associate

nhassler@hpcg.com

Connor Fixel

Connor Fixel, CFP®

Wealth Manager | Client Services Associate

cfixel@hpcg.com

Andrea Woller

Andrea Woller

Client Services Associate

awoller@hpcg.com

Balthazor & Strube Financial & Insurance Services, LLC

Theodore Balthazor

Ted Balthazor

Financial Advisor | Wealth Manager

ted@balthazorstrube.com

Steve Strube

Steve Strube

Investment Professional

steve@balthazorstrube.com

Zach Strube

Zach Strube

Financial Advisor | Wealth Manager

zach@balthazorstrube.com

Cory Nickel

Cory Nickel

Wealth Manager

cory@balthazorstrube.com

Cynthia Laube

Cynthia Laube

Administrative Assistant

cindy@balthazorstrube.com

Jessica Bushong

Administrative Assistant

jessica@balthazorstrube.com

Investment Concepts, Inc.

Wendy Tesch

Wendy Tesch

Financial Advisor

(920) 882-1560

wtesch@osaicwealth.com

Thomey Financial Services, Inc.

Michael Thomey

Michael J. Thomey, CPA

Financial Advisor

mthomey@hpcg.com

Matt Loverine

Matt Loverine ChFC^®, CFS™, CASL^®

Wealth Manager

mloverine@hpcg.com

Steve Koch

Steve Koch

Wealth Manager

Debra Gyurina

Debra Gyurina

Adminstrative Assistant

dgyurina@hpcg.com

TVG Advisors

Todd Lowe

Todd Lowe

Wealth Manager

todd@tvgadvisors.com

Lisa Betz

Lisa Betz

Assistant to Todd Lowe

lisa@tvgadvisors.com

^{CONTACT US}You have dreams.
We have the experience to help you achieve them.

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