Derek Greene
Senior Vice President
608-373-7950
Areas of Expertise Derek brings over 20 years of experience in the investment industry focusing on asset allocation to manageand develop portfolios. He has successfully completed an Investment Consultant Program sponsored by Baird at...
Debra L. Cerny
Assistant Vice President * Senior Client Specialist
Debra Cerny is Assistant Vice President, Registered Client Relationship Specialist. She has over 20 years of experience in the financial services industry and carries numerous licenses. Debra manages your day to day account activity...
Why I Work
My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with our training as financial professionals, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.