Our Team

Stephen P. Feehan photo

Stephen P. Feehan, MBA, CLU®, ChFC®, AEP®, CFP®, CAP®, CPWA®

Wealth Management Advisor

Ph: 607-231-7300

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Matthew N. Wallen, CLU®, ChFC®, CASL®, CFP®

Associate Wealth Management Advisor

Ph: 607-231-7337

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Paul J. Donohue, CFP®

Associate Wealth Management Advisor

Ph: 607-231-7336

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Alison E. Beikirch photo

Alison E. Beikirch

Director of Investment Services

Ph: 607-231-7305

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Daniel J. Reynolds photo

Daniel J. Reynolds, MPA, RHU®

Director of Marketing & Business Operations

Ph: 607-231-7302

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Susan C. Moss photo

Sue Moss

Director of Client Services

Ph: 607-231-7314

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Kevin Purce photo

Kevin Purce

Director of Business Development

Ph: 607-231-7311

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Nate Lounsbury photo

Nate Lounsbury

Planning Associate

Ph: 607-231-7332

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Kelli Stein photo

Kelli Stein

Client Service Associate

Ph: 607-231-7313

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Shelley Barker

Bookkeeper

Ph: 607-231-7300

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The Private Client Services Investment Team, which is based in Milwaukee, can provide customized investment management services for our high net worth clients using a suite of solutions designed to address our clients’ unique investment management needs. Feehan Financial Services has direct access to the portfolio managers responsible for managing these Private Client Services accounts.

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Brent Schutte, CFA®

Chief Investment Strategist – Northwestern Mutual Wealth Management Company

Gerald E. Fradin photo

Gerald E. Fradin, JD

Vice President – Investment Management

Christopher Bremer photo

Christopher Bremer

Director – Private Client Services
Portfolio Management

Stephen C. Coleman photo

Stephen C. Coleman, CFA®

Chief Portfolio Manager – Fixed Income

Michael A. Helmuth photo

Michael A. Helmuth

Chief Portfolio Manager – Fixed Income

Steven C. Meves photo

Steven C. Meves, CFA®

Senior Portfolio Manager – Private Client Services

Daniel J. Adams photo

Daniel J. Adams

Portfolio Manager – Private Client Services

David Andrzejewski photo

David Andrzejewski

Portfolio Manager – Private Client Services

Matthew P. Stucky photo

Matthew P. Stucky, CFA®

Portfolio Manager – Private Client Services

Maclovio Vega photo

Maclovio Vega, CFA®

Portfolio Manager – Private Client Services

Garrett D. Aird photo

Garrett D. Aird, CFA®

Assistant Director – Investment Research

Michael A. DiCastri photo

Michael A. DiCastri, CMFC, ChFC®

Senior Investment Research Consultant

Peter J. Sauer photo

Peter J. Sauer

Investment Research Consultant

Jerome S. Cesarz photo

Jerome S. Cesarz, CLU®, ChFC®

Investment Consultant

Seyda Marmara photo

Seyda Marmara

Portfolio Management Consultant

Maria Cornejo photo

Maria Cornejo

Senior Portfolio Specialist

Matthew L. Pritchard photo

Matthew L. Pritchard

Senior Portfolio Specialist

Stefanie Yordan photo

Stefanie Yordan

Investment Research Analyst

Rebecca Fisher photo

Christie Fischer

Portfolio Specialist

Patrick J. Sheehy photo

Patrick J. Sheehy, WMS

Assistant Director - Private Client Services

Kathryn Burns photo

Kathryn Burns

Assistant Director - Private Client Services

Rebecca Fisher photo

Rebecca Fisher

Trust and PCS Sales Senior Specialist

The Advisory Investment Team, which is based in Milwaukee, provides investment research and consulting support for our advisory products and services. Feehan Financial Services has direct access to the investment consultants who assist in addressing specific client needs by providing enhanced portfolio analytics, investment research and guidance.

Matthew D. Wilbur photo

Matthew D. Wilbur

Senior Investment Consultant

Christopher P. Rykwalder photo

Christopher P. Rykwalder

Investment Consultant

John A. Mlekoday photo

John A. Mlekoday, CFP®

Investment Consultant

Jerome S. Cesarz photo

Jerome S. Cesarz, CLU®, ChFC®

Investment Consultant

David R. Humphreys photo

David R. Humphreys, CFA®

Investment Consultant

Steven M. Bruce photo

Steven M. Bruce

Investment Consultant

Keith Dickerson photo

Keith Dickerson, CMFC

Investment Consultant

The Trust Services Team, which is based in Milwaukee, can administer a variety of trusts (e.g., Irrevocable Life Insurance Trusts, Charitable Remainder Unitrusts, Credit Shelter Trusts), and in so doing provide professional investment management, record-keeping, and objective decision-making with regard to trust distributions. Feehan Financial Services has direct access to the trust administrators and portfolio managers who are responsible for managing trust accounts.

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David B. Kennedy, JD

Vice President – Administration

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Mark Mitchell, JD

Vice President – Business Development

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Ellen Hopper

Chief Operations Officer

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Daniel Finn, JD, CLU

Director – Trust Services

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Brian C. Miller, FLMI

Assistant Director – Trust and Private Client Services Administration

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Derek Petersen

Assistant Director – Third Party Relationships

Trust Administration

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Shawn Bolender, JD, CFP®

Senior Trust Administrator

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Rita E. Buchholz

Senior Trust Administrator

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Sarah Coleman

Trust Administrator

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Victoria D'Amato

Trust Support Consultant

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Kristi Westcott

Senior ILIT Trust Administrator

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Richard Worchester

Senior Trust Administrator

Private Client Services Administration

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Richard R. Comp II

Account Administrator

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Zach Mueller

Account Consultant

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Molly Noyola

Account Administrator