FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

Team

At Roman Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

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

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
How can I protect my assets from Long Term Care?
Do I need a will or a trust?
How can I avoid probate?
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 can help you create an approach that is designed to address your individual situation.

 

Joseph A. Stueber

Registered Representative

(414) 443-2008

ja.stueber@jwcemail.com

Joseph Stueber is the founder of Roman Financial with 29 years of experience in estate and and financial planning. Joe specializes in wealth management and investment/insurance planning with a focus on maintenance and preservation of...

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Jay T. Stueber

Registered Representative

(414) 443-2008

jt.stueber@jwcemail.com

Jay Stueber graduated from the University of Wisconsin-Oshkosh with a Bachelor's Degree in Finance where he now has over 12 years experience in wealth management and investment /estate planning services. Jay provides customized...

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Thomas E. Balgeman *Not affiliated with JW Cole Financial, Inc.

Estate Planning Attorney

(414) 453-8500

(414)453-0604

tbalgeman@sbm-law.com

Thomas E. Balgeman is a top-rated Elder-Care attorney practicing in Southeastern Wisconsin. Thomas Balgeman was selected to Super Lawyers of 2020 and is recognized by his peers for his outstanding work and commitment to the spirit of...

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Chris Luebke

Administrative Assistance

414-443-2008

After graduating from UW-Whitewater with a Bachelor of Business Administration; Chris spent the first five years of his career at US Bank. During that time, he worked closely with with mutual fund advisors, providing day-to-day...

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James Fleurimond

Registered Representative

414-443-2008

After graduating from Concordia University Wisconsin as a student-athlete, James started his career with Northwestern Mutual as a Financial Advisor. Here he created relationships by helping clients create comprehensive financial plans....

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Ryan Stueber

Administrative Assistance

414-443-2008

After graduating from the University of Wisconsin System in 2006, Ryan joined Northwoods Paper converting out of Beaver Dam and quickly worked his way to becoming the National sales manager for the largest paper converter in the United...

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