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 that fit within their current financial situation. His main priority has been and always will be, helping his clients turn their financial dreams into a reality.

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.

As a CERTIFIED FINANCIAL PLANNER™, Shawn 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.

Brian entered the financial services industry in 2006. Since then, 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 Past 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 multiple scholarships annually 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 30 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.  Throughout her career, Lynn has been recognized as a Premier Client Associate three times (2016-2018) for her consistent display of professionalism, integrity and leadership skills.  Lynn is a Notary Public and as such is authorized and commissioned by the State of Wisconsin to witness signatures on documents.

Outside the office, Lynn is very involved in her community.  She held various positions with the Lomira FFA Alumni Association for over 16 years.  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.

*The Premier Client Associate recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.

Jim has spent his life helping others with their needs.  In his previous work as a Physical Therapist, Jim used knowledge and his ability to educate in order to help patients increase their odds of achieving better outcomes.  Since becoming licensed as a Financial Advisor, Jim has utilized those same abilities, combined with his passion for investing and previous experience as a business owner to again work for better outcomes for his clients. 

Jim was raised in Bloomington Wisconsin, the youngest of ten children. Jim and his family moved to Fond du Lac in 2003. He and his wife Jen have five daughters. James graduated from University of Wisconsin-Madison in 1997 and spent his previous career as a Physical Therapist and business owner. He has a passion for the financial industry which led him to a career change. Jim is a member of Fond du Lac Morning Rotary, enjoys grilling-especially using his smoker and coaches shot put and discus for a local high school track team.