Who We Are Jason Glisczynski, CFP®, CAS® Investment Advisor Representative 715-544-1610 715-997-9435 firstname.lastname@example.org Jason, co-founder of Silvertree, LLC. is an independent Investment Advisor Representative and fiduciary. He has been in the financial services industry since 2004, and is a Certified Financial Planner™ practitioner. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.As a retirement income planner Jason’s knowledge and understanding of the steps necessary to maximize his clients’ Social Security, pension, 401(k), and other benefits makes him an ideal planner to work with. Jason is committed to researching various investment tools and strategies to help clients maximize their retirement income. Jason believes it is never to early to start the planning process, and the sooner you start, the higher your probability of success.Jason carries a Certified Annuity Specialist (CAS) designation from the Institute of Business and Finance. The CAS designation is designed to reflect strong fixed index, traditional fixed-rate and variable annuities knowledge. Although annuities are not right for everyone, they can be a powerful tool when applied in the proper situation.Jason utilizes a multitude of investments and strategies with clients including traditional bank CDs, FDIC insured Market Linked CDs, annuities, structured notes, hedged equity strategies, defensive switching strategies, volatility triggered trading, stocks, bonds, ETFs and Interval Funds. By blending a mixture of stock market tools alongside accounts with guarantees, backed by the federal government or insurance companies, while keeping a keen eye on taxes, Jason strives to provide his clients peace of mind knowing that their accounts are within their risk tolerance and operating efficiently.In his off time, Jason enjoys spending time with his beloved wife, Clair. They enjoy backpacking, biking, golfing, camping and fishing. Clair and Jason are members of the Celebrate Plover Foundation board of directors. Jason gives back to the community in several ways. He is a Finance Committee Member for the Celebrate Plover Foundation, Finance Committee Member for The Boys and Girls Club of Central Wisconsin, Treasurer for the Central Wisconsin Symphony Orchestra, and an instructor and member of Adult Financial Education Services (AFES). Jason also is a weekly guest on the Sunday morning Polka Jamboree on 101.9 FM featuring the retirePREP minute. Jonathan Steffen Investment Advisor Representative 715-544-1610 715-997-9435 email@example.com Jon, co-founder of Silvertree, LLC., an independent Investment Advisor Representative and fiduciary, is a retirement planner focused on helping people plan for all stages of retirement. Jon applies his triple major from UW-Madison in Finance, Economics, and Real Estate to preform in-depth comprehensive financial planning in concert with Silvertee co-founder Jason Glisczynski, CFP®. Jon helps clients recognize retirement is a process, not an event and helps them implement a financial plan seamlessly.Jon coordinates a wide array of strategies to help clients achieve a reasonable rate of return on their investments, while focusing on downside protection. By focusing on steady, consistent results, with a well thought out plan, Jon gives his clients confidence and comfort in their retirement.Jon strongly encourages clients to learn and engage in the retirement planning process. He enjoys planning with his clients as a partnership, rather than for them. Jon helps clients identify the many opportunities, and pitfalls in advance and throughout retirement to ensure his clients have the highest probability of success. His extensive knowledge of finance, investment and insurance tools, and through strategic partnerships with other professionals, he is able to guide his clients towards achieving their hopes, dreams and desires regarding their finances.Jon spends his free time with his wife Sarah and two sons, Jonathan and Jameson. They enjoy road trips, hiking, and camping. Jon is an avid Formula 1 fan. He has attended races in 3 countries so far. Jon is originally from Stevens Point, Wisconsin where he obtained his Eagle Scout rank, and graduated from SPASH. Noelle McGinnis Client Advocate 7155441610 715-997-9435 firstname.lastname@example.org As Client Advocate, Noelle is responsible for scheduling visits, client service requests and advisor support. With her background in food industry management, she keeps the front of the office running smooth as she greets you with poise, welcomes you to our lounge and offers a beverage to begin your financial planning journey at Silvertree. Noelle, along with everyone at Silvertree, welcomes you to stop by anytime.Noelle joined the Silvertree Team April 2018 as a new member of the community. She and her husband Colin came to the area from Neenah WI. She received her bachelor’s degree in communication from UW Oshkosh. Noelle is also a licensed yoga instructor, and still practices and instructs in the area. On weekends, you will find Colin and Noelle hiking, camping, and hosting their friends with good conversation and even better laughs with their dearest dog Japhy. Ashley Budsberg Spectrum Benefits Solutions- Health Insurance email@example.com Ashley Budsberg studied psychology at UW-Milwaukee. She was a line therapist for children with autism for three years before transitioning into her career at Spectrum Benefit Solutions of Central Wisconsin in 2016. Ashley is currently a Benefits Consultant with Spectrum Benefit Solutions, where she assists individuals with their health insurance needs during transitional times in life; change of jobs, retirement, or reaching Medicare age. From individual medical plans where she is knowledgeable with the laws on tax subsidies within the marketplace, to the retirement/Medicare planning process, Ashley puts you first in finding the best solution for your situation with an honest and genuine voice. In addition, Ashley is licensed and trained to offer Long Term Care insurance, Medi-Share, Medicare, and Short-term and Long-term disability. She is knowledgeable on employer group health products and Department of Labor compliance.Through Spectrum Benefits Solutions, Ashely works directly with Silvertree to ensure that the health insurance piece of the puzzle fits perfectly within your panoramic financial plan; creating a cohesive, dynamic, and unique solution for you.Ashley enjoys spending time with her soon to be husband Dayton and German Shepherd Luna. Together they enjoy golfing, fishing, and traveling. Ashley believes volunteering is an important piece of internal growth and currently volunteers at the Humane Society of Portage County, Junior Achievement, and attends local charity events throughout the community. Dean Zayed Founder & CEO of Brookstone Captial Management, LLC Dean is the Founder and CEO of Brookstone Capital Management, LLC (BCM), ranked as one of the Top 50 Fastest-Growing RIAs in the country by Financial Advisor magazine in 2013. He received his Bachelor of Arts Degree in Economics from Northwestern University, where he completed the Business Institutions Program, the Undergraduate Leadership Program, and was a member of Omicron Delta Epsilon Economics Honor Society. Dean received his Juris Doctor degree from Northwestern University School of Law and a Master’s degree in Taxation from Chicago-Kent College of Law and is a CERTIFIED FINANCIAL PLANNER™ (CFP®). Mark DiOrio Director of Investment Research Mark joined Brookstone as Director of Investment Research & Portfolio Strategy in 2015. Prior to joining Brookstone, he was responsible for launching and managing a boutique investment subsidiary of a publicly traded regional bank holding company. While there, Mark ran a global tactical asset allocation strategy and accumulated an 8 year GIPS® compliant track record. Mark has nearly 20 years of investment industry experience, including 10 years of multi-asset class portfolio management. He has been featured in Investor’s Business Daily and quoted in the Wall Street Journal. Mark received his MBA from Benedictine University and is a Chartered Financial Analyst (CFA). Mark is a member of the CFA Institute and CFA Society of Chicago. Mark Perkins JD, Principal- Estate Planning Attorney Mark Perkins is a Principal of Perkins & Zayed, The Estate and Trust Law Group. Asset Preservation Solutions, LLC and Perkins & Zayed are independent of each other with separate office locations. Mark concentrates his practice in Estate Planning, Insurance Planning, and Business Succession Planning. He has extensive experience as an estate planning counselor, and therefore uses sophisticated techniques. These techniques include living trusts, dynasty trusts, living wills, power of attorney documents, irrevocable life insurance trusts, charitable remainder trusts, minor trusts, qualified personal residence trusts, family limited partnerships, and family foundations.Mark received his Bachelor of Science Degree from Elmhurst College with a double major in Urban Studies and Business Administration. At Elmhurst College, he was on the Debate Team, the Student Senate, President of the fraternity Alpha Phi Omega, and played on the College Football Team. Mark earned his Juris Doctor degree from IIT-Chicago Kent College of Law. During law school he was a member of the Student Senate and Moot Court Team.Mark teaches and lectures on the topic of estate planning to lawyers, accountants, financial planners, and various consumer groups. Mark regularly produces articles regarding current estate planning concerns. He appeared as a guest speaker regarding estate planning on the “Money Talks” (AM 1530) radio program on several occasions. Mark is a member of the Illinois/Wisconsin Forum of Estate Planning Attorneys. He is also a member of the DuPage County Bar Association (DCBA) and is a past Chair of both the DCBA Tax Committee and the DCBA Estate Planning Committee. Plan For Your Future There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.