Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Jeff Supple, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

608-849-2706

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.

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Paul Zander

CERTIFIED FINANCIAL PLANNER™ professional

608-798-5934

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.

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Christine Sperry, CFP®

CERTIFIED FINANCIAL PLANNER™ professional

608-835-1247

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 PLANNERTM...

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Rachel Kleven, FPQP(R)

Operations Manager/Marketing Specialist

608-835-1240

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...

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Kristen Corcoran

Senior Client Services Coordinator

608-849-2775

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.

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Jennifer Wolfe

Senior Client Services Coordinator, Associate Advisor

608-223-6255

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...

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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...

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Nick Larsh

Client Services Coordinator

608-798-5219

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...

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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...

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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...

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