About Us

With more than 50 years of combined investment industry experience, Andy and Bill joined Stifel in 2018 as a part of the firm's acquisition of Ziegler Wealth Management.  Both gentlemen have earned the CERTIFIED FINANCIAL PLANNER™ (CFP^®) certification and have attained general securities and investment advisor representative as well as life, health, and variable insurance licenses.

Providing financial education is one of Andy and Bill's top priorities.  They have spoken to numerous groups throughout the country and have been published in national publications, including the Christian Science Monitor and USA Today.  In the Milwaukee metro area, they've been guests on WISN-TV and a variety of radio stations, including WTMJ, WFMR, WJZI, WUWM, and WOKY.

Andy was a founding member of GloBall Giving, a charity dedicated to donating used sporting equipment around the world.  Additionally, he is treasurer for Big Brothers/Big Sisters in Ozaukee County.  Bill is a past president of the board of directors for the Wisconsin AIDS Fund and is involved with Habitat for Humanity and The Gathering.  Both have served on numerous church, civic, and corporate boards.  Andy and his family are members at St. Joseph's Catholic Church in Grafton.  Bill and his family are members of Trinity Episcopal Church. 

A lifelong resident of Wisconsin, Andy earned a B.B.A. from the University of Wisconsin – Eau Claire and lives in Grafton with his wife, Pam, and their sons, Owen and Clay. 

Bill earned a B.A. from the University of Wisconsin – Milwaukee and is an Eagle Scout.  He and his family reside in Milwaukee.