Meet Our Team
No financial advisor can know everything, and no single investment management strategy works every time. At KerberRose Wealth Management LLC we believe a team of experienced financial advisors using a thoughtful combination of investment strategies maximizes the likelihood of achieving your personal financial goals.
Daniel Wotruba has more than 25 years of experience in the financial services industry providing financial planning and portfolio construction services designed to help clients achieve personal and family goals. With a seemingly unlimited array of financial products available in today's marketplace, Dan has the experience to help clients determine which products create the best opportunity to achieve financial success through fundamental portfolio analysis focused on portfolio structure, managing risk, and controlling costs, as well as providing financial planning, portfolio construction, and estate and trust analysis.
Notable Industry & Community Involvement:
Holds FINRA Series 65 securities license
Green Bay Wildlife Sanctuary – Corporate Board Member
Einstein Project – Advisor to the finance committee
Wille D Davis Finance & Investment Lab Advisory Board at Austin E. Cofrin School of Business UWGB – Co-Chair
Dan Wotruba, Shareholder, Director of Wealth Management
Tony Powers, President of KerberRose Wealth Management, has more than 20 years of experience in the financial services industry. He specializes in helping private and public sector employers set-up and manage their employee retirement plans. Tony provides Fiduciary Services and Support, Plan Design Consultation, Plan Benchmarking and Financial Wellness.
Notable Industry & Community Involvement:
2024 Top Retirement Plan Advisers List
2020 and 2021 NAPA Top DC Retirement Advisor Teams
2020 Financial Times 401 Top Retirement Advisors
2019 and 2020 Nominee for NAPA Top 40 Under 40 Retirement Plan Advisory Group (RPAG) member
Licenses including FINRA Series 7, 24, and 66 securities licenses; and health, life, and variable annuities licenses
Tony Powers, AIF®, CFP®, CRPS® - Shareholder in Charge of KerberRose Wealth Management
Scott has more than 17 years of experience in Financial Services; however, his interest goes back to 6th Grade, when his class participated in a stock market challenge in which his class was tasked with investing pretend dollars in a company. After this experience, Scott knew he wanted to spend his life helping others with their money and investments. Prior to joining KerberRose in 2019, Scott spent 13 years as a Retirement Plan Advisor helping Wisconsin's public employees save for their retirement. His goal is to help clients realize their money and investments are simply a tool to help achieve their goals and the lifestyle they desire. Scott specializes in tax- efficient retirement and distribution planning for individual wealth management clients.
Notable Industry & Community Involvement:
Holds a Series 65 License along with Wisconsin Life, Variable Life, and Variable Annuities licenses
Appleton Education Foundation Board of Directors
Riverview Lutheran School Board – Member Evangelism Board
Member of the Fox Valley Estate Planning Council Member of the Investment and Wealth Institute
Scott Schewe, CFP®, CPWA®, CRPC® - Shareholder, Director of Financial Planning
Scott has more than 38 years of experience in the financial services industry assisting plan sponsors as well as their employees to find the best retirement solutions, while reducing the plan sponsor's fiduciary liability. Scott consults on Plan Design and Fiduciary Services and provides Financial Wellness solutions to employees. Scott is an Accredited Investment Fiduciary Analyst (AIFA) and is also a Certified Fund Specialist (CFS). With these designations, Scott brings an added level of fund review to his clients' portfolios and can offer diverse investment vehicles tailored to each individual's unique goals.
Notable Industry Involvement:
NAPA Top DC Advisor Teams – 2023, 2024, 2025, 2019, 2020,
2022 PLANADVISER Adviser of the Year Award Finalist
2018, 2017, 2016 PLANADVISER Top 100 Retirement Plan Advisors
Financial Times 2016 & 2015 Top 401 Retirement Advisors
Retirement Plan Advisor Group (RPAG) member
Licenses including FINRA Series 7, 63, and 65 securities licenses; and health, life, and variable annuities licenses
Scott Ciullo, AIFA®, CFS® - Director of Retirement Plans
Michael has over 15 years of experience in the financial services industry specializing in employer retirement plans, helping manage fiduciary liability, investment line-ups and employee education. Michael also helps individuals with their investment management needs.
Michael has a Bachelor degree in Finance and Economics from St. Norbert College. Michael holds an AIF (Accredited Investment Fiduciary) designation along with several securities designations including the FINRA series 7, 24, 4, 53, 63, and 65; and health, life and variable annuity licenses. He is a member of the Retirement Plan Advisory Group (RPAG).
Michael and his wife Julie live in Appleton with their 5 children. Michael is actively involved with local charities and in his free time he enjoys golfing, skiing and spending time with his family.Michael has more than 20 years of experience in the financial services industry specializing in employer retirement plans, helping manage fiduciary liability, investment line-ups and employee education. Michael also helps individuals with their investment management needs.
Notable Industry Involvement:
2020 and 2021 NAPA Top DC Retirement Advisor Teams Retirement Plan Advisory Group (RPAG) member
Licenses including FINRA Series 7, 24, 4, 53, 63 and 65 securities licenses; and health, life, and variable annuities licenses
Michael Rudolf, AIF® - Director of Retirement Plans
Mike has been a Financial Advisor for over 15 years, providing individuals and businesses with financial planning, portfolio construction, and succession planning. Mike also works closely with our accountants to mitigate taxes. With the breadth of services KerberRose offers, Mike feels we can devise and execute a plan for any client, large or small.
Notable Industry Involvement:
Accredited Portfolio Management Advisor (APMA) Retirement Income Certified Professional (RICP)
Holds Series 7 and 66 Licenses along with Wisconsin Health, Life, and Variable Annuities licenses
Mike Stecker, APMA®, RICP® - Wealth Advisor
Konrad grew up working on the production line at his parents’ cheese packaging company in Wausau, WI, where he gained a deep appreciation for the dynamics and values of family-owned businesses. Now, with over six years of experience as a financial advisor, he helps clients navigate their investment goals through a strategic mix of individual stocks and bonds, KerberRose Wealth Management Models, and third-party investment strategies. He prioritizes cost- efficient wealth transfer strategies and optimizing after-tax investment returns by leveraging the expertise of the team at KerberRose.
Konrad earned his Bachelor of Science degree from the University of Wisconsin-Madison, where he was a varsity letter winner in football and proudly represented the Badgers in three consecutive Rose Bowls. His entrepreneurial spirit led him to co-found Badgers with a Heart, a nonprofit organization dedicated to raising awareness for the Autism Society of South-Central Wisconsin. After graduating, he earned his Certified Financial Planner (CFP™) certification in 2021 and completed DePaul University’s Financial Planning Certificate Program.
Notable Industry Involvement:
Certified Financial Planner (CFP)
Konrad Zagzebski, CFP® - Wealth Advisor
Julie has more than 25 years of experience in the financial services industry. She received her Business Administration degree from Lakeland College. With a diverse background, she can assist clients throughout the financial planning process to accommodate their individual needs. Julie is an avid quilter and crafter, enjoys traveling, and a good campfire.
Notable Industry Involvement:
Holds Series 7, 63 and 65 Securities Licenses along with Wisconsin Life, Variable Life, and Variable Annuities licenses
Julie LeFevre - Client Service Associate
Ethan has more than five years of experience in the financial services industry. He is a graduate of Northern Michigan University's College of Business, an AACSB accredited university, earning a degree of Bachelor of Science Summa Cum Laude in Economics and Entrepreneurship. Ethan is also Michigan health and life insurance licensed and has experience in the supplemental insurance industry. As an Accredited Investment Fiduciary, Ethan's role involves a combination of client interaction, plan management, documentation, coordination, and problem-solving to ensure smooth operations within the firm.
Ethan is active in the community, volunteering for numerous events that benefit families and especially children. In his spare time Ethan enjoys camping and kayaking in the summer, and snowshoeing and playing board games in the winter.
Notable Industry Involvement:
Holds a Series 65 License along with Michigan Life and Health licenses
NAPA Retirement Income for 401(k) Plans
NAPA ESG Investing for 401(k) Plan Advisors
Ethan Hausmann, AIF® - Operations Associate
Alex holds an associate degree in Business Administration from Bay De Noc College and has over five years of experience guiding clients in budgeting, debt management, and wealth building. She is passionate about educating and empowering clients to make informed financial decisions. As a trusted Rollover Specialist, Alex ensures plan participants have smooth, efficient rollover transactions. Her client-focused approach makes the process seamless for everyone involved. In her spare time, Alex serves as a Financial Peace University Coordinator, further contributing to her dedication to financial literacy.
Living in Kentucky with her husband, who serves in the military, and their four daughters, Alex works remotely. Outside of work, she enjoys reading and taking her family on spontaneous summer adventures.
Notable Industry Involvement:
Holds a Series 65 License
2024 PLANADVISER Emerging Leader
2024 NAPA Top Women of Excellence
Alex Miller, CPFA® - Financial Wellness Advocate
Connor has over three years of experience in the financial services industry, providing financial planning, investment management, and risk mitigation. Connor aims to build relationships with clients and provide them with reliable trust, integrity, and service to enhance their financial goals and leave lasting legacies.
Connor earned his bachelor's degree in science from the University of Wisconsin-Stevens Point and currently lives in Shawano, WI. He is recently married and enjoys spending time with family and friends, traveling, and staying active with numerous hobbies, especially golf during the summer.
Notable Industry Involvement:
Holds Series 6, 7, 63, and 65 Licenses along with Wisconsin Health, Life and Variable Annuities licenses
Connor Rosin - Associate Wealth Advisor
Elle has more than six years of customer service, team management and training, and advanced software systems experience. She currently holds her Financial Paraplanner Qualified Professional™ designation through Kaplan College for Financial Planning, an Accounting Assistant technical degree from Fox Valley Technical College, and a Bachelor of Science in Radiation Therapy from the University of Wisconsin – La Crosse. Elle uses her passion to help others by developing financial planning projections and empowering clients to leverage their assets effectively to meet their financial goals. Her role with the firm includes financial planning along with client service and account management tasks.
Elle lives in Little Chute with her husband, Nick; sons, Korver, Fletcher, and Elijah; and dog, Penny. She spends much of her past time enjoying time with her family, reading, and cheering on Wisconsin sports teams – especially the Green Bay Packers and Milwaukee Bucks.
Notable Industry Involvement:
Holds a Series 65 License and FPQP®
Elle Hietpas, FPQP® - Financial ParaPlanner
Ashley holds an Associate Degree in Administrative Professional from Northeast Wisconsin Technical College and brings over ten years of experience in the financial services industry. Throughout her career, she has proven to be a valuable asset to our team, excelling in her ability to support both colleagues and clients on a daily basis. She ensures that all finance and compliance responsibilities are handled with precision and care.
Outside of work, Ashley enjoys spending time with her significant other and their daughter, Alyssa. She also enjoys being outdoors during the summer, embracing the season with her family.
Amy joined the Wealth Team in August of 2022 and received her CPFA® in the Fall of 2024. She also has eight years of administrative experience overseeing investment properties in the Real Estate Industry. She received her BA in Communications from North Central University in Minneapolis, MN. She and her husband, Ben, moved to Marquette, MI, over 10 years ago and have two young boys, Levi and Oliver. When she isn't chasing her boys around, Amy enjoys photography, crafting, baking, and volunteering at her local church.
Notable Industry Involvement
State of WI Life, Accident & Health License
Associates Degree in Supervisory Management
Working towards CPFA designation, passing the SIE and Series 65 exams
Emily Borchardt, CPFA® - Administrative Assistant
Emily has more than five years of customer service, leadership, and mentoring experience. She holds a Bachelor of Science in Health Promotion and Wellness from the University of Wisconsin – Stevens Point. Emily lives in Shawano, Wisconsin, with her husband Andy, son Barrett, and two active dogs, Ranger and Moose. She enjoys gardening, exploring with her dogs, watching Wisconsin sports, being on the lake, traveling, and maintaining a healthy lifestyle
Ashley Tomashek - Finance and Compliance Associate
Jason Richel - Associate ParaPlanner
Jason served for 6 and a half years on active duty in the U.S Army until he was medically retired from service. It was during this time that he found a passion for helping others with their finances. He strives to help people through difficult times and is dedicated to success.
Jason has more than 7 years of communication, leadership and strategic planning experience. He has an Associates of Arts degree from Austin Peay State University and a Bachelors of Business Administration in Finance with a Personal Financial Planning minor from University of Wisconsin-Green Bay.
Jason lives in De Pere with his wife Kali, son Alexander, and daughter Elizabeth. He spends most of his time with family, reading, playing tabletop games, hunting, coaching youth wrestling, weightlifting, and training in different forms of martial arts.
Amy Taylor, CPFA® - Administrative Assistant
Amy joined the Wealth Team in August of 2022 and received her CPFA® in the Fall of 2024. She also has eight years of administrative experience overseeing investment properties in the Real Estate Industry. She received her BA in Communications from North Central University in Minneapolis, MN. She and her husband, Ben, moved to Marquette, MI, over 10 years ago and have two young boys, Levi and Oliver. When she isn't chasing her boys around, Amy enjoys photography, crafting, baking, and volunteering at her local church.
Angie Gonzalez - Director of Retirement Plan Services
Meet Our Team
No financial advisor can know everything, and no single investment management strategy works every time. At KerberRose Wealth Management LLC we believe a team of experienced financial advisors using a thoughtful combination of investment strategies maximizes the likelihood of achieving your personal financial goals.
Daniel has over 25 years of experience in the financial services industry providing financial planning, portfolio construction and estate and trust analysis services designed to help clients achieve personal and family goals. With a seemingly unlimited array of financial products available in today’s marketplace, Dan has the experience to help clients determine which products create the best opportunity to achieve financial success through fundamental portfolio analysis focused on portfolio structure, managing risk and controlling costs.
Dan has a Bachelor’s degree in Business Administration and Economics from the University of Wisconsin - Green Bay and is a graduate of the College of Financial Planning. Dan has several licenses including FINRA Series 7, 63, and 65 securities licenses; and health, life, and variable annuities licenses.
Dan and his wife Vicki live in the Luxemburg area and have two children, Jacob and Molly, both whom attend the University of Wisconsin - Madison. Dan is actively involved in the local community working as Treasurer for the Green Bay Wildlife Sanctuary and serves on the Corporate Board for the Einstein Project.
Dan enjoys golfing, fishing, riding his Harley Davidson as well as taking statistic’s for the Luxemburg-Casco varsity football team and umpiring Little League baseball.
Tony Powers, AIF®, CFP®, CRPS® - Shareholder
Tony has over 20 years of experience in the financial services industry. He specializes in helping private and public sector employers set-up and manage their employee retirement plans.
Tony has a Bachelor degree in Finance and Economics from North Central College. Tony holds several designations including AIF® (Accredited Investment Fiduciary), CFP® (Certified Financial Planner Professional) and CRPS® (Chartered Retirement Plan Specialist). Tony has several licenses including FINRA Series 7, 24, and 66 securities licenses; and health, life, and variable annuities licenses. He is member of the Retirement Plan Advisory Group (RPAG).
Tony and his wife Deyani live in the Shawano area with his four daughters and their two labs. Tony is actively involved in the local community working with many local charities, organizations and supporting his daughters many activities. Tony enjoys golfing, hunting and spending time with friends and family.
Dan Wotruba, Shareholder
Scott Schewe, CFP®, CPWA®, CRPC® - Director of Financial Planning
Connor Rosin - Associate Wealth Advisor
Scott’s interest in investing began way back in 6th grade when his class participated in a stock market challenge where they were tasked with investing pretend dollars in a company. Scott was hooked after that experience and knew he wanted to spend his life’s work helping others with their money and investments. Prior to joining KerberRose, Scott had spent the last 13 years helping Wisconsin’s public employees plan for their retirement through their workplace retirement savings plan. His goal is to help clients realize that their money and investments are simply a tool to help them achieve a particular goal or the lifestyle they want. Once clients take that mindset, it really helps relieve the fear and angst that many have when it comes to investing.
Scott has a bachelor’s degree in Finance with a Financial Planning Emphasis from the University of Wisconsin – Whitewater. Scott is a CFP® (Certified Financial Planner Professional) and a CRPC® (Chartered Retirement Planning Counselor). Scott holds a Series 65 License along with Wisconsin Life, Variable Life, and Variable Annuities licenses.
Scott lives in the Fox Valley with his wife Mandy and two daughters – Kendall and Brynn. When he’s not busy carting around his daughters to gymnastics, Scott enjoys golfing, deer hunting, and cheering on the Milwaukee Brewers.
Scott Ciullo, AIFA®, CFS® - Director of Retirement Plans
Scott is an Accredited Investment Fiduciary Analyst (AIFA®). AIFA's have completed a rigorous specialized program on investment fiduciary standards of care at the Center for Fiduciary Studies, in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. AIFA's have acquired a thorough knowledge of fiduciary responsibility and can be a valuable resource to investment fiduciaries and individual investors alike.
Scott is also a Certified Fund Specialist (CFS). With this designation, a CFS is able to evaluate and compare financial measurements and benchmarks when constructing a portfolio. With this designation and knowledge, Scott brings an added level of fund review to your portfolio.
Scott began his career in financial services in 1984. With over 30 years of experience, he uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. Scott is able to offer access to multiple and diverse investment vehicles tailored to each individual in order to address their unique goals.
Michael Rudolf, AIF® - Director of Retirement Plans
Michael has over 15 years of experience in the financial services industry specializing in employer retirement plans, helping manage fiduciary liability, investment line-ups and employee education. Michael also helps individuals with their investment management needs.
Michael has a Bachelor degree in Finance and Economics from St. Norbert College. Michael holds an AIF (Accredited Investment Fiduciary) designation along with several securities designations including the FINRA series 7, 24, 4, 53, 63, and 65; and health, life and variable annuity licenses. He is a member of the Retirement Plan Advisory Group (RPAG).
Michael and his wife Julie live in Appleton with their 5 children. Michael is actively involved with local charities and in his free time he enjoys golfing, skiing and spending time with his family.
Mike Stecker, APMA®, RICP® - Wealth Advisor
Mike has more than 13 years of experience in the financial services industry, providing individuals and businesses with financial planning, portfolio construction, succession planning, and also works closely with our accountants to mitigate taxes. With the large breadth of services KerberRose offers, Mike feels as though we can devise and execute a plan for any type of client; large or small.
Mike is an APMA (Accredited Portfolio Management Advisor) and RICP (Retirement Income Certified Professional). He also holds Series 7 and 66 Licenses along with Wisconsin Health, Life, and Variable Annuities licenses.
Mike is busy in the community volunteering for numerous events and coaching youth soccer. In his spare time, Mike enjoys taking his son fishing, walks in the woods, and DIY projects around the house.
Konrad Zagzebski, CFP® - Wealth Advisor
Konrad has been a financial advisor for more than six years, helping clients pursue their objectives by managing defined strategies on a discretionary and non-disclosure basis, which may incorporate individual stocks and bonds, KerberRose Wealth Management Models, and third-party investment strategies.
Konrad earned his Bachelor of Science degree from the University of Wisconsin-Madison with a consumer finance emphasis. Subsequent to his graduation from UW-Madison, Konrad earned his Certified Financial Planner (CFP™) certification in 2021 and completed De Paul Universities Financial Planning Certificate Program.
Julie LeFevre - Client Service Associate
Julie has more than 25 years of experience in the financial services industry. She received her Business Administration degree from Lakeland College. With a diverse background, she can assist clients throughout the financial planning process to accommodate their individual needs. Julie is an avid quilter and crafter, enjoys traveling, and a good campfire.
Julie holds the Series 7, 63, and 65 Securities Licenses, along with a Wisconsin Life Insurance License.
Ethan Hausmann, AIF® - Administrative Manager
Ethan is a graduate of Northern Michigan University's College of Business, an AACSB-accredited university, earning a degree of Bachelor of Science Summa Cum Laude in Economics and Entrepreneurship.
He has eight years of experience working for several non-profits. His previous jobs included administration, management, and training duties. Ethan is also Michigan health and life insurance licensed and has experience in the supplemental insurance industry.
Ethan is the administrative assistant for the Individual Division of our office. He is tasked with managing data input, customer service, and finding unique solutions to complex systems. He also assists with Individual product maintenance, participant relations, and completing paperwork and documentation. He is available to assist individuals with any inquiries they may have.
Ethan is active in the community volunteering for numerous events that benefit families and especially children. In his spare time, Ethan enjoys camping and kayaking in the summer, and snowshoeing and playing board games in the winter.
Alex Miller, CPFA® - Financial Wellness Advocate
Alex has her Business Administration Associates Degree from Bay De Noc College. She has more than three years of experience mentoring clients with Budgeting, Debt Management, and Wealth Building Encouragement. She is a Financial Peace University Coordinator in her spare time, and her passion for the subject is a valued asset to our Team. In 2022, Alex passed her Series 65 Uniform Investment Law Examination.
Alex lives in Marquette, MI, with her husband and four daughters. She is actively involved with her local Church. In her free time, she enjoys creating and cooking different recipes with her daughters, snowboarding during the winter months, and taking her family on fun, spontaneous adventures during the summer.
Connor has more than two years of experience in the financial service industry providing financial planning, investment management, and risk mitigation. Connor's goal is to build relationships with clients and provide them reliable trust, integrity, and service to enhance their financial goals and leave lasting legacies.
Connor earned his bachelor's degree in science from the University of Wisconsin-Stevens Point and currently lives in Shawano, WI. He is recently engaged and enjoys spending time with family and friends, traveling, and staying active with numerous hobbies – especially golf during the summer.
He holds Series 6, 7, 63, and 65 Licenses along with Wisconsin Health, Life and Variable Annuities licenses.
Elle Hietpas, FPQP® - Financial ParaPlanner
Elle has more than six years of customer service, team management and training, and advanced software systems experience. She currently holds her Financial Paraplanner Qualified Professional™ designation through Kaplan College for Financial Planning, an Accounting Assistant technical degree from Fox Valley Technical College and Bachelor of Science in Radiation Therapy from the University of Wisconsin – La Crosse.
Elle lives in Little Chute with her husband, Nick, sons, Korver Fletcher and Elijah, and dog, Penny. She spends much of her past time enjoying time with her family, reading, and cheering on Wisconsin sports teams – especially the Green Bay Packers and Milwaukee Bucks.
Ashley Tomashek, Administrative Assistant
Ashley has over 5 years of experience in the financial services industry where she has become an outstanding resource for helping clients on a daily basis and assisting with administrative tasks.
Ashley has her Administrative Professional associate’s degree from Northeast Wisconsin Technical College.
Ashley lives in Shawano with her significant other, daughter, cat, and dog.
Amy Taylor - Administrative Assistant
Amy has eight years of administrative experience overseeing investment properties in the Real Estate Industry. She received her BA in Communications from North Central University in Minneapolis, MN..