Grateful to be Serving You

Your Gentian Financial Team

Chris Doughty

President & Founder, Gentian Financial
CERTIFIED FINANCIAL PLANNER™ CFP®
Chartered Retirement Planning Counselor CRPC®

Chris has specialized in retirement planning ever since he began his career in the financial services industry in 1996. As a Chartered Retirement Planning Counselor, Chris has in-depth knowledge of the needs individuals face both before, during and after retirement.

Ken Flannery

CERTIFIED FINANCIAL PLANNER™ CFP®

Establishing meaningful, trusting client relationships is the cornerstone to Ken's retirement planning practice. His genuine and approachable style as a Financial Advisor allows him to work in tandem with his clients, understanding their core beliefs and investment experiences to foster long-lasting relationships.

Zach DeBoer

Chartered Retirement Planning Counselor CRPC®

Financial Advisor

Zach's commitment to honesty, trust, and establishing meaningful relationships is at the forefront of his retirement planning business. Working off the values his family instilled in him, combined with his genuine nature; allows him to create distinct relationships with each one of his clients.

Peter Nordenberg

COO, Gentian Financial
Branch Supervisor, RJFS

Peter’s role with Gentian Financial is multifaceted. As COO, he handles the day-to-day business operations of Gentian, everything from human resources needs and building operations to business planning. As Director of our Private Client Group, Peter manages a designated team that assists high-net-worth families and individuals to navigate complex financial matters. His goal is to provide premium service and a truly exceptional client experience.

MIKE MANN

CERTIFIED FINANCIAL PLANNER™ CFP®
Chartered Retirement Planning Counselor CRPC®
Branch Supervisor, RJFS

Mike has a passion in helping others discover their own success and achieve future goals. He leads our investment research initiatives and provides both financial planning and administrative support. As a committed student of the market and ever-changing planning landscape, Mike serves as another layer of resourcefulness to our team and clients.

MICHAEL BIRSCHBACH

CERTIFIED FINANCIAL PLANNER™ CFP®

Michael focuses on getting to know clients on a deep personal and financial level. As a CFP® professional, Michael is passionate about financial planning and treats every client like they're a member of his own family. He believes the most satisfying part of his career is the relationships he builds with his clients, deeply investing to understand their concerns and looking for every way to help them pursue their goals.

LISA SHERIDAN

Director of Client Operations, Gentian Financial
Associate, RJFS

Lisa helps ensure that all office procedures and systems are running smoothly and efficiently; she is responsible for daily client interaction, appointment scheduling and account maintenance. Lisa is a great resource for any inquires you may have regarding statements, account transfers, money movement and general account questions and requests.

JULIE DECENT

Relationship Manager

Julie has over thirty years of experience working in the financial industry. She enjoys working with people and is dedicated to helping clients reach their financial goals. Her areas of expertise include overseeing the client onboarding experience and coordinating the client meeting preparation process. She strives to be a reliable resource that clients can trust to have their best interests in mind. She works to make all clients feel like they are a part of our Gentian family.

ANGIE ZYLKA

Relationship Manager

Angie is dedicated to providing a client experience that exceeds expectations. Focused on facilitating all interactions between our clients and Gentian team members, Angie is one of the first faces and voices that you will see and hear upon entering Gentian Financial. She is a wonderful resource for any inquires you may have regarding scheduling an appointment, general account questions and other requests.

LAUREN FRECKA

Relationship Manager

Lauren brings a background of investments and a broad history of life insurance to the team. She is committed to providing excellent service and enjoys connecting with clients and hearing their unique stories and experiences. Lauren's mission is to help simplify the lives of our team and clients by assisting with account and insurance related requests.

RYAN CAROW

Certified Investment Management Analyst CIMA®
Financial Planning Associate, RJFS

Having completed his Series 7 License and Series 66, Ryan performs fund and stock analysis, supports advisors through meeting preparation, assists with trading, and provides administrative support to relationship managers.

ASHLEY NEUWORTH

Director of Client Experience, Gentian Financial
Associate, RJFS

Ashley is dedicated to seeing that everyone enjoys the best possible 'Gentian' experience. Welcoming and caring, Ashley is one of the first faces you can plan to see when visiting our Gentian office. Playing a key role in the firms marketing and communication, she handles special events, educational forums and helps oversee office operations.

JENNY PODOLAK

Client Insights Manager, Gentian Financial
Associate, RJFS

Utilizing a progressive mindset, Jenny serves Gentian and our clients, by supporting marketing efforts with specific focus on client insights, branding, messaging, high touch client event planning, social media and community engagement.

Your feedback and ideas help our business evolve so please, feel free to reach out to Jenny at anytime!

KRISTIN ELLSWORTH

Director of Gentian Capture, Gentian Financial
Associate, RJFS

As the Director of Gentian Legacy Capture, Kristin drives the creative process to deliver a most meaningful gift to our clients. Kristin's work helps clients recount tales and document their stories, values and histories to preserve them for generations to come.

Ben Rennicke

Associate, RJFS

Ben is a dedicated team player who helps with meeting preparation and collaboration. With a strong foundation in Property and Casualty Insurance, he brings valuable knowledge to the team. His commitment to teamwork ensures that every experience is positive for the team and our clients.

262.518.7575

Grateful to be Serving You

Your Gentian Financial Team

Chris Doughty

President & Founder, Gentian Financial CERTIFIED FINANCIAL PLANNER™ CFP® Chartered Retirement Planning Counselor CRPC®

Ken Flannery

CERTIFIED FINANCIAL PLANNER™ CFP®

Zach DeBoer

Peter Nordenberg

MIKE MANN

CERTIFIED FINANCIAL PLANNER™ CFP® Chartered Retirement Planning Counselor CRPC® Branch Supervisor, RJFS

MICHAEL BIRSCHBACH

CERTIFIED FINANCIAL PLANNER™ CFP®

LISA SHERIDAN

Director of Client Operations, Gentian Financial Associate, RJFS

JULIE DECENT

Relationship Manager

ANGIE ZYLKA

Relationship Manager

LAUREN FRECKA

Relationship Manager

RYAN CAROW

Certified Investment Management Analyst CIMA® Financial Planning Associate, RJFS

ASHLEY NEUWORTH

Director of Client Experience, Gentian Financial Associate, RJFS

JENNY PODOLAK

Client Insights Manager, Gentian Financial Associate, RJFS

KRISTIN ELLSWORTH

Director of Gentian Capture, Gentian Financial Associate, RJFS

Ben Rennicke

Associate, RJFS

President & Founder, Gentian Financial
CERTIFIED FINANCIAL PLANNER™ CFP®
Chartered Retirement Planning Counselor CRPC®

CERTIFIED FINANCIAL PLANNER™ CFP®
Chartered Retirement Planning Counselor CRPC®
Branch Supervisor, RJFS

Director of Client Operations, Gentian Financial
Associate, RJFS

Certified Investment Management Analyst CIMA®
Financial Planning Associate, RJFS

Director of Client Experience, Gentian Financial
Associate, RJFS

Client Insights Manager, Gentian Financial
Associate, RJFS

Director of Gentian Capture, Gentian Financial
Associate, RJFS