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About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Meet Our Team
Jason G. Kamler
Managing PrincipalFinancial Advisor
Background, Experience, Awards
I take pride in developing long-term relationships with my clients and going the extra mile to develop meaningful connections. I’m genuinely interested in your life beyond your portfolio, and I want to know what is important to you. I believe strong, consistent ongoing communication is essential to our success.
As a financial advisor and CERTIFIED FINANCIAL PLANNERTM professional and a Retirement Income Certified Professional (RICP), my focus is empowering you to make smart, informed decisions to help give you confidence in your financial future. Whether you are transitioning into retirement, or starting to plan for your children’s education, my focus is to help you discover what’s possible as you strive to achieve your goals. As your trusted advisor, my job is to make the complicated simple, take the worry out of investment planning, and give you the well-thought-out, custom strategies you, your family, and your finances deserve.
2017-2022 Recognized as a Platinum Council member by Wells Fargo Advisors. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Away from the office
My wife and I live in Janesville, Wisconsin, in a home listed on the National Register of Historic Places. We have three kids ages 5-12 from Ethiopia, Houston, TX and Bogota, Colombia. I’m an avid golfer — who’s lucky to have played St. Andrews — and enjoy scuba diving, reading, travelling and live music. I’m also a raving football fan who cheers for the Green Bay Packers and Wisconsin Badgers
I take pride in developing long-term relationships with my clients and going the extra mile to develop meaningful connections. I’m genuinely interested in your life beyond your portfolio, and I want to know what is important to you. I believe strong, consistent ongoing communication is essential to our success.
As a financial advisor and CERTIFIED FINANCIAL PLANNERTM professional and a Retirement Income Certified Professional (RICP), my focus is empowering you to make smart, informed decisions to help give you confidence in your financial future. Whether you are transitioning into retirement, or starting to plan for your children’s education, my focus is to help you discover what’s possible as you strive to achieve your goals. As your trusted advisor, my job is to make the complicated simple, take the worry out of investment planning, and give you the well-thought-out, custom strategies you, your family, and your finances deserve.
2017-2022 Recognized as a Platinum Council member by Wells Fargo Advisors. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Away from the office
My wife and I live in Janesville, Wisconsin, in a home listed on the National Register of Historic Places. We have three kids ages 5-12 from Ethiopia, Houston, TX and Bogota, Colombia. I’m an avid golfer — who’s lucky to have played St. Andrews — and enjoy scuba diving, reading, travelling and live music. I’m also a raving football fan who cheers for the Green Bay Packers and Wisconsin Badgers
Stephanie L. Rader
Registered ParaplannerBackground, Experience, Awards
I have spent over 20 years servicing clients, including banking and lending industries. My focus is to build lasting relationships by understanding the client’s needs. I have a desire to help where help is needed to fulfill those needs which is why I decided to earn the CERTIFIED FINANCIAL PLANNER™ certification in 2023.
The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® certificants also agree to meet ongoing continuing education requirements. Prior to earning the CFP® certification I earned my B.S. in Business Administration, Management from Western Governors University. During which time I became an honorary member of The National Society of Leadership and Success
Away from the office
I am originally from Kaukauna, WI in the Fox Valley area, and have lived in Elkhorn for 17 years with my husband Ed and our children Eddie (13) and Aria (11). We are a very active family, especially in the summer time, when we spend most of our time at the race track where both kids race go-karts. I serve as secretary on the board of directors, as well as run registration at the track. If you are an Elkhorn native you have probably seen us around town attending events. I am very proud of our community and am always looking for ways to become more involved.
I have spent over 20 years servicing clients, including banking and lending industries. My focus is to build lasting relationships by understanding the client’s needs. I have a desire to help where help is needed to fulfill those needs which is why I decided to earn the CERTIFIED FINANCIAL PLANNER™ certification in 2023.
The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® certificants also agree to meet ongoing continuing education requirements. Prior to earning the CFP® certification I earned my B.S. in Business Administration, Management from Western Governors University. During which time I became an honorary member of The National Society of Leadership and Success
Away from the office
I am originally from Kaukauna, WI in the Fox Valley area, and have lived in Elkhorn for 17 years with my husband Ed and our children Eddie (13) and Aria (11). We are a very active family, especially in the summer time, when we spend most of our time at the race track where both kids race go-karts. I serve as secretary on the board of directors, as well as run registration at the track. If you are an Elkhorn native you have probably seen us around town attending events. I am very proud of our community and am always looking for ways to become more involved.
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.