Alex M Marchan, CLTC®

Managing Director

My Team

Marchan Team Ladies

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Megan M Resch

Megan M Resch

Director of Operations
Office 414-389-8927
Kristina Susak

Kristina Susak

Financial Planning Associate
Office 414-389-8929

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