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Plan Consulting Retirement plan assets are held in trust, and we remind ourselves of that every day. A trust is an appropriate name for a retirement plan custodian and profound reminder of our responsibility. We work to earn and maintain plan sponsor and employee trust in everything we do. https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1652711869285-E6I0G2NOVKIVKMVFBAAM/unsplash-image-unRkg2jH1j0.jpg Service - Corporate Cash Management For many businesses, cash is an essential tool for expansion, inventory management, and crisis mitigation. While cash and cash equivalents are an essential component of a stable business, managing cash while striving to maximize its productive value is an often-overlooked component of a corporate treasury program. https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/5ccd8f82-b553-4c74-b173-c8f4d892f7f5/unsplash-image-TXxiFuQLBKQ.jpg Service - Executive Wealth Management Unbounded. As fiduciary advisors we realize that while a retirement plan is a great place to start building wealth, many individuals find themselves in complex situations and need wholistic advice outside their workplace retirement plan. We work with business owners, executives, and individuals with complex situations to build, manage, preserve, and ultimately pass on their wealth. As full-service financial planners, we use the family office model in our approach to wealth management. Often working with multiple generations of investors from the same family, we strive to ensure the key elements of your family plan are consistently reviewed, updated, and implemented. https://www.pointerfg.com/mattbruce daily 0.75 2025-09-10 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/2c605654-ab45-420a-8984-cc9da62dadc2/20220712-24.jpg Matt Bruce Matt Bruce CFP®, AIF® President Matt Bruce is President of Pointer Financial Group. Drawing on his experience in both institutional consulting and private wealth management, Matt seeks to apply the best practices of both to build customized strategies to help clients achieve a broad range of business, investment, and personal goals. Having launched his career after working for a number of years in the non-profit sector, Matt built his practice on the principles of loyalty, expertise and altruism. A firm believer that everyone needs access to professional financial advice, Matt and his team pride themselves on creative retirement plan design, concierge financial support for plan participants, and tailored investment strategies for those with complex situations. Matt’s primary focus is on overseeing the day to day operations of Pointer Financial Group and leading their team of exceptional advisors. When recruiting new team members, Pointer takes a people first approach with the goal of finding the best people and empowering them with the tools, resources, and knowledge to be extraordinary advisors. Matt received his undergraduate degree from Marquette University and holds a Certified Financial Planner™ (CFP®) designation as well as the Accredited Investment Fiduciary® (AIF®) designation. He continues to volunteer with and advise several non-profit organizations. Born and raised in Colorado, Matt has a passion for the outdoors. When not in the office, Matt, together with his wife, Lora, five children, and dog Bosco, can be found spending time at their Northwoods cabin or traveling to warmer climates in the winter. Contact Information: P: 414-253-1836 E: mbruce@pointerfg.com https://www.pointerfg.com/access daily 0.75 2025-09-10 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1654022313418-VMKB1VPNZEMPIMZOR72X/RPAG+Briefcase.png Access https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1654022433749-K39QKO66KXDT92AEFLVF/orion.png Access https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1654022473276-C3VFJTRVNVRXY01U4MN8/schwab.png Access https://www.pointerfg.com/shellywohler daily 0.75 2026-02-24 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/cc77a50a-aa2d-4c2c-8e45-29b95567c13d/20220712-11.jpg Shelly Wohler Shelly Wohler CPFA® Vice President Shelly Wohler is a Financial Advisor with Pointer Financial Group. Having grown up in a rural farming community with blue collar roots, she is driven by both an exceptional work ethic and the belief that financial planning can benefit people from every background and income level. Her focus is on helping hard working individuals and business owners chart a course for the retirement they want. Shelly is passionate about giving small business owners and their employees the tools to help them be financially successful. She believes that financial wellness in the workplace has benefits that multiply into other areas of people’s lives and can give individuals the confidence and comfort to plan for the future. Shelly attended Marquette University where she earned her degree in Business Administration. She currently lives in Muskego with her husband and two children and where she has been active in the community for over 20 years. When not working, Shelly spends most of her time supporting her family, church, community, and local sports programs. Shelly has spent countless hours volunteering as a youth coach, president of the high school booster club, at her church, and was most recently elected to the Board of Directors for the Muskego Chamber of Commerce. She also likes to spend time on the boat taking turns skiing and lounging on hot summer days. Contact Information: P: 414-253-9062 E: swohler@pointerfg.com Schedule A Meeting: https://calendly.com/swohler https://www.pointerfg.com/media-mentions daily 0.75 2025-09-10 https://www.pointerfg.com/steps-for-401k-plan-set-up-wisconsin daily 0.75 2025-09-10 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/ad6ec9d0-3cce-4205-8a33-c6e7afd09459/canstockphoto58960093.jpg https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/25de1bf5-2c36-41fd-95d1-ab21b5ede2d4/canstockphoto58970062.jpg https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/13200da4-f006-4a98-967d-3d4a8e3e98d0/canstockphoto63803308.jpg https://www.pointerfg.com/401k-advisor-wisconsin daily 0.75 2025-09-10 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/ad6ec9d0-3cce-4205-8a33-c6e7afd09459/canstockphoto58960093.jpg https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/25de1bf5-2c36-41fd-95d1-ab21b5ede2d4/canstockphoto58970062.jpg https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1689172215620-LNXX65TCWV5WBB9EPEDL/image-asset.jpeg https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/dc1815eb-b100-4387-988d-5906e00bc246/Butler+Icon+2.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/f5de9a25-f0ef-48b6-97ce-ee663e33bd20/Laptop+Icon+2.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/a36e6542-7d83-4b70-90d4-cab18261f71a/Webinar+Icon.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/ae705f63-e59d-475f-ba57-0374c262c759/Email+Icon.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/ef1902b1-707e-48b5-bb5c-078509d712f2/Meeting+icon+2.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/873d1ae6-d221-46a7-955c-9d5e19e6a960/Vacation+Icon.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/fdc9e56c-a0d6-4284-bb8a-16ff536475fc/Strong+Icon.png https://www.pointerfg.com/contact daily 0.75 2025-08-13 https://www.pointerfg.com/csacareers daily 0.75 2024-09-13 https://www.pointerfg.com/financialadvisorcareer daily 0.75 2024-09-13 https://www.pointerfg.com/judithphillips daily 0.75 2026-02-24 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/09ef87b3-75ff-4a90-b75c-02fdef5b5074/Pointer2023-4.jpg Judith Phillips Judith Phillips Notary Public Client Service Associate Judith Phillips is a Client Service Associate with Pointer Financial Group. Judith has worked in administrative roles in finance, health care, and tax over the last 20 years and has a deep appreciation for excellent customer service and attention to detail. She is passionate about financial security and enjoys helping clients on the path to better financial health. Judith is a long-term resident of Greenfield, WI although she is originally from Kentucky. Her family is a multi-generational military family with her grandfather, father, two brothers, and three of her children all serving in the armed forces. Judith is also an advocate for living organ donation. She loves spending times outdoors with her kids exploring and learning as well as cheering them on in all of their activities. She is very active in her church and parish school and volunteers extensively. Contact Information: P: 414-253-2184 E: jphillips@pointerfg.com https://www.pointerfg.com/wealth-management-wisconsin daily 0.75 2025-09-10 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/ad6ec9d0-3cce-4205-8a33-c6e7afd09459/canstockphoto58960093.jpg https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/25de1bf5-2c36-41fd-95d1-ab21b5ede2d4/canstockphoto58970062.jpg https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1689172215620-LNXX65TCWV5WBB9EPEDL/image-asset.jpeg https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/dc1815eb-b100-4387-988d-5906e00bc246/Butler+Icon+2.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/f5de9a25-f0ef-48b6-97ce-ee663e33bd20/Laptop+Icon+2.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/a36e6542-7d83-4b70-90d4-cab18261f71a/Webinar+Icon.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/ae705f63-e59d-475f-ba57-0374c262c759/Email+Icon.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/ef1902b1-707e-48b5-bb5c-078509d712f2/Meeting+icon+2.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/873d1ae6-d221-46a7-955c-9d5e19e6a960/Vacation+Icon.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/fdc9e56c-a0d6-4284-bb8a-16ff536475fc/Strong+Icon.png https://www.pointerfg.com/tax-deadlines daily 0.75 2025-09-10 https://www.pointerfg.com/contribution-limits daily 0.75 2025-12-04 https://www.pointerfg.com/tax-brackets daily 0.75 2026-02-02 https://www.pointerfg.com/alexsuarez daily 0.75 2026-02-24 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/ff75fbd9-ae8f-4636-ad8b-86a90a5c36fb/Pointer_2024-4.jpg Alex Suarez Alex Suarez AFC® Financial Planning Specialist Alex Suarez is a Financial Planning Specialist with Pointer Financial Group. Alex has worked in the financial services industry since 2019 and received a degree in Personal Finance with a Financial Planning Emphasis from the University of Wisconsin – Madison. Alex grew up in his family’s general contracting business where he developed a passion for helping small business owners as well as the understanding the importance of providing resources for blue-collar individuals to successfully plan for their retirement. Alex’s dedication goes beyond serving our clients. He is a commissioned officer in the Army Reserves and has served in the armed forces since 2019. He is currently serving as a Second Lieutenant in an operations capacity. He strongly believes in providing former, current, or future military affiliated individuals with educational awareness that is unique to this population. Alex is currently pursuing a Master of Business Administration graduate degree from the University of Wisconsin – Milwaukee. Beyond professional endeavors, Alex is deeply rooted in his cultural and personal interests. Born and raised in Green Bay, Wisconsin, he cherishes his family heritage and values instilled by his second-generation Mexican-American background. Alex is bilingual and is a fan of both professional boxing and international soccer as well as being a dedicated Packer and Brewers tailgater. Contact Information: P: 414-253-9057 E: asuarez@pointerfg.com https://www.pointerfg.com/averycoreydickinson daily 0.75 2026-01-09 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1f80a4a9-fd18-4c55-bf30-ff3847620a89/AveryCD_Pointer-4.jpg Avery Corey-Dickinson Avery Corey-Dickinson Investment Analyst Avery Corey-Dickinson is an Investment Analyst with Pointer Financial Group. Avery graduated from University Wisconsin Whitewater in 2021 with a degree in Finance with an Emphasis on Financial Planning and has worked in the industry since 2020. Avery is extremely hard working with a depth of experience and knowledge. Having started multiple businesses to help put himself through college, Avery enjoys helping clients understand and maximize the benefits of self-employment and putting hard earned income to work. Avery helps everyone from everyday hardworking individuals to high-net-worth business owners analyze, plan, and implement strategies to maximize their wealth. Avery is also passionate about youth sports. Having coached a handful of sports through numerous high schools, middle schools, and various programs, Avery is actively involved in the local sports communities through coaching, umpiring, and volunteering. A student athlete himself in college (basketball), Avery understands the lifelong benefits that discipline, teamwork, and persistence can bring to someone. Originally from Waterford, Avery and his wife now live in Muskego, WI. He loves spending time on the lake, snowboarding, pond hockey, guitar, and athletics. Avery is Wisconsin through and through and is a huge (huge!) Brewers, Packers, Bucks, & Badgers fan. Contact Information: P: 414-253-9147 E: acoreydickinson@pointerfg.com Schedule A Meeting https://www.pointerfg.com/wi529 daily 0.75 2025-09-10 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1726002386372-JFXHAACQRZMCNSIWCFV5/unsplash-image-ewGMqs2tmJI.jpg https://www.pointerfg.com/resources daily 0.75 2026-02-24 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1726073445965-F9PMYYXWIAKRGJVD7MZV/unsplash-image-8CqDvPuo_kI.jpg Resources https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1726146871310-SS3DPGVH6GBWN7UCYSKR/unsplash-image-5OUMf1Mr5pU.jpg Resources https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1726151923734-UMLXTZY512AD9Q5JKHOC/unsplash-image-Pm-GH2IqWG4.jpg Resources https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1726867240764-N9RV3PWW6OASCNBE2WQA/unsplash-image-7nrsVjvALnA.jpg Resources https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/13ef448f-a2e4-43cc-9509-329fef3b8d8a/Cover+Photo.jpg Resources https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/f4436130-b9fc-46de-8f75-1e242f71388b/Choosing+an+Advisor+Logo.jpg Resources https://www.pointerfg.com/custodial-roth-iras daily 0.75 2024-09-20 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1726862812479-EE8XSD6NADX1MX6BO6E8/unsplash-image-lAqSzwr5eQc.jpg https://www.pointerfg.com/backdoor-roth daily 0.75 2024-09-20 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1726863880012-GEAWS27BZJ3CGMVB9BTE/unsplash-image--GoPgexAuJc.jpg https://www.pointerfg.com/investing-in-your-401k daily 0.75 2024-09-23 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1727104313169-V45HIESJWDV43O6KU7ZA/unsplash-image-nMzbnMzMjYU.jpg https://www.pointerfg.com/smartvestor daily 0.75 2026-02-25 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1ccc53c5-6337-44e0-80a7-da891460c624/Shelly+with+Smartvestor+Pro+Coach+Justin+Nguyen.jpg Smart Vestor Shelly with SmartVestor Pro Coach (and tour guide) Justin Nguyen. Shelly got a tour of the offices where all the magic happens. https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/6b4c7374-270d-49db-96af-185e084b01b5/Shelly+-+Lobby+Photo.jpg Smart Vestor Listened Live from the Lobby! https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/1762285365762-WSTNLCIJ2928KJN09XUJ/Entry%2Bto%2BRamsey.jpg Smart Vestor The Entryway to Ramsey Headquarters in Tennessee - Home of the Ramsey show! https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/d073d3bf-034b-48ed-96e2-bff8b6bb2b64/SmartVestor-Logo-Ramsey-Color.png https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/ac6f3413-33ed-413f-93a2-b7e5d4f6ade9/Shelly+with+on-air+personalities+George+Kamel+and+Jade+Warshaw.jpg https://www.pointerfg.com/st-nick-networking-event-signup daily 0.75 2024-11-21 https://www.pointerfg.com/her-financial-future-tax-strategies-for-smart-saving-sign-up daily 0.75 2025-03-07 https://www.pointerfg.com/her-financial-future-tax-strategies-for-smart-saving-sign-up-1 daily 0.75 2025-03-07 https://www.pointerfg.com/speednetworkingsignup daily 0.75 2025-09-11 https://www.pointerfg.com/naomichang daily 0.75 2026-02-24 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/45a1688f-56a0-4539-aef5-620d5368efb0/FSC_7041.jpg Naomi Chang Naomi Chang Financial Planning Specialist Naomi Chang is a Financial Planning Specialist with Pointer Financial Group. She is a graduate of the University of Wisconsin-Milwaukee, where she earned a degree in Finance and an International Business certificate in 2025. Naomi has always been intrigued by the world of investments and the power they have to shape financial futures. This curiosity led her to pursue a career in financial planning, where she developed a deep appreciation for supporting individuals and families in achieving financial literacy and long-term stability. Born and raised in Stevens Point, Wisconsin, Naomi has a special connection to nature and small-town life. However, after spending much of her academic and early professional life in Milwaukee, she has grown to love the city's vibrant culture, rich history, diverse food, and of course, the calming presence of Lake Michigan. Outside of work, Naomi enjoys spending her downtime baking, experimenting with new recipes, and gathering with friends for friendly board game competitions. With a strong desire to make a positive impact, Naomi is focused on continuing to build her expertise in financial planning while remaining committed to guiding others on their journey to financial empowerment. Contact Information: E: nchang@pointerfg.com https://calendly.com/nchang-pointerfg/30min https://www.pointerfg.com/quartertwo2025webinar daily 0.75 2025-10-22 https://www.pointerfg.com/the-great-lock-in-getting-your-assets-together daily 0.75 2025-09-16 https://www.pointerfg.com/the-great-lock-in-getting-your-assets-together-virtual daily 0.75 2025-10-13 https://www.pointerfg.com/the-great-lock-in-video daily 0.75 2025-10-22 https://www.pointerfg.com/sip-connect-elevate daily 0.75 2026-01-09 https://www.pointerfg.com/retire-ready daily 0.75 2025-11-06 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/9c87b295-c67f-46d3-b16d-98ec4e998dc3/Cover+Photo.jpg https://www.pointerfg.com/st-nick-networking-event-signup-sheet daily 0.75 2025-11-11 https://www.pointerfg.com/choosing-an-advisor daily 0.75 2026-01-28 https://images.squarespace-cdn.com/content/v1/61cb8d63ca1b4612b6cf6632/17177342-5569-4316-9db7-ab90f60b1ec8/image-asset.jpeg