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Our People

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Optimism is the only long term realism.

Optimism is the idea that the world is in a permanent state of long term change for the better.

It is the only worldview which squares with historical record.

The Lighthouse Branch Location

Waupaca

Suzanne  Udoni

Suzanne Udoni, CRC®

Financial Advisor/President

(715) 258-8822

(715) 258-8866

Eric Spindt

Eric Spindt

Director of Trading

715-258-8822

715-258-8866

Carli Navin

Carli Navin

Investment Services & Operations Director

715-258-8822

715-258-8866

Rae Johnson

Rae Johnson

Director of Business Operations, Tax & Accounting

715-258-8822

715-258-8866

Bella Udoni

Bella Udoni

Tax & Accounting Associate

715-258-8822

715-258-8866

Payton Gunderson

Payton Gunderson

Client Services Specialist

715-258-8822

715-258-8866

Zarabeth Wilkins

Zarabeth Wilkins

Investment Client Services Coordinator

715-258-8822

715-258-8866

Stacy Jo Salan

Stacy Jo Salan

Director of Insurance Services

715-258-8822

715-258-8866

Tom Smith

Tom Smith

Insurance Executive

715-258-8822

715-258-8866