About Me
Bill began his investment industry career in 1986 and joined Stifel in 2018, upon its acquisition of Ziegler Wealth Management. He helps educate his clients about their finances, having spoken to numerous groups throughout the country.
Bill earned a B.A. from the University of Wisconsin – Milwaukee and holds Series 4, 7, 9 & 10, 24, 53, 63, and 65 securities licenses. He also holds life, health, and variable insurance licenses.
Outside the office, 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. He has served on numerous church, civic, and corporate boards. Bill and his family are members of Trinity Episcopal Church in Wauwatosa.
About Me
Andy began his investment industry career in 1996 and joined Stifel in 2018, upon its acquisition of Ziegler Wealth Management. He helps educate his clients about their finances, having spoken to numerous groups throughout the country.
A lifelong resident of Wisconsin, Andy earned a B.B.A. from the University of Wisconsin – Eau Claire and holds Series 7 and 66 securities licenses. He also holds life, health, and variable insurance licenses.
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. Andy and his wife, Pam, live in Grafton with their sons, Owen and Clay. He and his family are members at St. Joseph’s Catholic Church in Grafton.