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.


Tony Powers, AIF®/CFP®/CRPS® - President

Tony has over a decade 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 also provides investment management services for individuals, non-profits and corporations.

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 Michelle live in the Shawano area with their four daughters. 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.

 

Check the background of this investment professional on FINRA’s BrokerCheck


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Jennifer Miller, CPA/PFS

(715) 526-4595 (ext.220)

jennifer.miller@kerberrose.com

Jennifer Miller, CPA/PFS - Financial Advisor

Jennifer enjoys assisting clients with financial and retirement planning. She believes in an individualized approach that takes into account client specific objectives.

Jennifer has over 20 years of experience in accounting and is a Certified Public Accountant. She graduated with a Bachelor’s Degree in Accounting from Silver Lake College. She holds a FINRA Series 7 General Securities Representative License and a Series 66 Investment Advisor Representative License. Jennifer is a PFS (Personal Financial Specialist) credential holder.

Jennifer and her husband Pete spend the majority of their free time with their two daughters. In the summer Jennifer enjoys golfing and gardening. During the winter months she is an avid downhill skier.

 

Check the background of this investment professional on FINRA’s BrokerCheck


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Daniel Wotruba

Daniel Wotruba - Director of Wealth Management

Daniel has over 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.

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.  


Mark Kanyanta - Associate Wealth Consultant

Mark enjoys working with clients to help them pursue the lifestyle they desire for retirement. He understands the importance of a client’s financial future, and through and individualized approach, helps get them where they need to be.

Mark graduated from the University of Wisconsin Green Bay with a bachelor’s degree in Finance. He then perused an MBA in finance from Lakeland University.   He holds a FINRA Series 7 General Securities Representative License, Series 66 Investment Advisor Representative License, and a Life and Health Insurance License.

Mark enjoys being involved with various community events and organizations. In the summer, he enjoys the outdoors, golfing, and riding his dirt bike.


Ashley Tomashek