About Us

Shawn entered the financial services industry in 1996, determined to help clients find and follow their own unique path to achieve their financial goals. Shawn specializes in helping his clients implement comprehensive retirement plans, fixed income, and estate planning strategies designed to fit within their current financial situation. His main priority has been and always will be helping his clients work to achieve their financial dreams and goals.

Shawn’s comprehensive approach allows him to take a deeper dive into each client’s current and long-term goals so he can develop tailored strategies needed to help realize those goals. This approach also allows for increased flexibility so that each plan can be adjusted as the lives and goals of his clients evolve.

Shawn obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2008.  He has completed rigorous educational requirements, passed an examination, and demonstrated extensive experience in analyzing and developing personalized long-term financial strategies.

Originally from Green Bay, Wisconsin, Shawn has lived in the Fond du Lac area since 1996. He is a Past President and past Board Member of the Fond du Lac Evening Optimists. Shawn and his wife, Lisa, reside in Fond du Lac and have two sons. Outside of the office, Shawn enjoys golf and is an avid baseball fan.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Brian has been working in the financial services industry for the past 15 years. Since he entered the industry, Brian has primarily focused on assisting clients with retirement planning, advisory products, long-term care, life insurance, and small business retirement plans. He holds the Accredited Asset Management Specialist™ designation that’s focused on individualized investment planning. 

Brian has lived in the Fond du Lac community since the age of two. His community involvement includes being a three-time Past President and Board Member for fifteen years at the University of Wisconsin-Fond du Lac Foundation. He is also a current member, board member, and President of Fond du Lac Morning Rotary. In addition, Brian has run a golf tournament in his father’s name since 1991, which helps finance two charitable funds to benefit the community. One of the funds has provided two scholarships at UW-Fond du Lac since 1991, and the other was founded in 2019 to support areas of need in the Fond du Lac community. He and his wife Gretchen reside in Fond du Lac and have a son and a daughter.

Lynn has been working in the financial services industry for over 25 years, specializing in managing the administrative and communication functions of the Ledgevest Financial team. She works directly with clients on required minimum distributions from retirement accounts and other asset movements. 

Outside the office, Lynn is very involved in her community. She has held various positions with the Lomira FFA Alumni Association. In 2019 Lynn became a Lifetime Member of the National FFA Organization.

Lynn and her husband Kevin reside on a small farm near Lomira. Together, they have two children and three grandsons that keep her busy in her spare time. Some of Lynn’s hobbies include caring for their animals and UTVing Up North, when time permits.