Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.
(414) 253-4600
CLIENT LOGIN

Meet Our Team

High Point Capital Group brings a fresh and innovative approach to financial planning. Founded by financial advisors in Milwaukee, Wisconsin, we bring more than 130 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.

High Point Capital Group - Milwaukee

Derick Klug

Derick Klug

President

414-253-4602

Cathy Schmidtke

Cathy Schmidtke

Director of Operations

414-253-4606

Kim Coleman

Kim Coleman

Business Strategy | Financial Controls

414-253-4605

Kyle Schroeder

Kyle Schroeder

CERTIFIED FINANCIAL PLANNER™

414-253-4604

Bob Carpenter

Bob Carpenter

Business Development Director

414-253-4603

Connor Fixel

Connor Fixel

Client Services Associate

414-253-4600

Gerianne Prom

Gerianne Prom

Medicare Services Specialist

414-253-4628

Chris Reed

Chris Reed

Wealth Manager | Wealth Management Director

414-253-4621

Matt Loverine

Matt Loverine
ChFC®, CFS™, CASL®

Wealth Manager

414-253-4615

Taylor Hoskins

Taylor Hoskins

Wealth Manager

414-253-4617

Jake Johnston

Jake Johnston

Practice Associate for Matt Loverine & Taylor Hoskins

414-253-4618

Jennifer Loverine

Jennifer Loverine

Practice Associate for Matt Loverine & Taylor Hoskins

414-253-4614

Todd T. Turowski

Todd T. Turowski, CASL®, ChFC®

Financial Advisor | Wealth Manager

414-253-4610

Nancy Jacques

Nancy Jacques

Practice Associate for Todd Turowski

414-253-4612

Brian Wilmet

Brian Wilmet

Financial Advisor

414-253-4626

Jacob Baker

Jacob Baker

Wealth Manager

414-253-4609

Steve Koch

Steve Koch

Wealth Manager

414-253-4616

Jake Balistreri

Jake Balistreri

Junior Associate | Assistant to Steve Koch

414.253.4620

Ryan Hitchcock

Ryan Hitchcock

Financial Planner | Wealth Manager

414-253-4611

Joe LoCoco

Joe LoCoco, JD

Wealth Manager

414-253-4619

Stephen Hayes

Stephen Hayes, LUTCF®, CIC, MBA, BFA™

Wealth Manager | Financial Advisor

414-253-4629

Julie Kollenbroich

Julie Kollenbroich

Personal Assistant to Todd Turowski, Ryan Hitchcock & Brian Wilmet

414-253-4630

Michael Sasso

Michael Sasso

Investment Professional

414-253-4613

High Point Capital Group - Wausau

Douglas Bierman

Douglas Bierman, LUTCF®

Financial Advisor | Wealth Manager

715-449-6801

Frank Barnett

Frank Barnett

Financial Advisor | Wealth Manager

715-449-6802

Alyece Kleinschmidt

Alyece Kleinschmidt

Personal Assistant to Doug Bierman & Frank Barnett

715-449-6799

Estate Financial Consultants, LLC - Milwaukee 

Bob Kairis

Bob Kairis, LUTCF®

Wealth Manager

414-253-4631

414-210-3862

Balthazor & Strube Financial & Insurance Services, LLC - Appleton 

Theodore Balthazor

Ted Balthazor

Financial Advisor | Wealth Manager

920-560-4505

Steve Strube

Steve Strube

Investment Professional

920-560-4505

Zach Strube

Zach Strube

Financial Advisor | Wealth Manager

920-560-4505

Cory Nickel

Cory Nickel

Wealth Manager

920-560-4505

Cynthia Laube

Cynthia Laube

Adminstrative Assistant

920-560-4505

Investment Concepts, Inc. - Appleton 

Wendy Tesch

Wendy Tesch

Financial Advisor

920-882-1559

Cynthia Laube

Cynthia Laube

Adminstrative Assistant

920-560-4505

JPV Financial - Grayslake, IL

Joe Velez

Joe Velez

President

847-257-1221

Kathy Merritt

Kathy Merritt

Operations Director

847-257-1221

Casey Callahan

Casey Callahan

Office Manager

847-257-1221

TVG Advisors - Milwaukee & Fond du Lac

Nick Hunzinger

Nick Hunzinger

Wealth Manager

414-253-4638

Laura Gassner

Laura Gassner

Assistant to Nick Hunzinger

414.253.4639

Todd Lowe

Todd Lowe

Wealth Manager

920-518-3000

Lisa Betz

Lisa Betz

Assistant to Todd Lowe

920-518-3001