When you partner with us, you get the resources of an entire team built to serve your needs. You can tap into the capabilities of our advisors, investment committee members, case managers, planning specialists, and risk management professionals to help you every step of the way.
Andy is committed to helping clients clarify their vision, identify roadblocks, and set new goals. He also provides insight on how to approach and build a fulfilling aging plan.
The term "Fusionist" was given to Andy because of his ability to see diverse, disconnected ideas and somehow connect them.
“Retirement is not a goal; it is a point in life, a point in time. It marks a point of divergence from one pathway of life to another,” said Andy. He believes baby boomers are the first generation to have the time and the money to reimagine what their life can be after retirement. It is an opportunity to decide what they want the next 30 to 40 years to be. “Retirement should not be an end to something; it should be a new beginning,” said Andy. Remagiment™ is Andy’s word for this rebirth. Remagiment™ is “Your Life Reimagined.”
Unfortunately, without proper guidance and leadership, retirement can become a period of uncertainty, stress, and turmoil. That’s not the way it should be.
Andy believes that discussions on retirement planning have traditionally approached this life stage from the point of view of the various industries that work with retirees. That could be the financial services industry or the health care industry or even the charitable and religious sides. He believes each of these industries has good intentions and valid concerns that need to be addressed, but there is a lack of balance and, in some cases, an actual dehumanization of the individual. “This occurs because cash flow is cash flow; or because specific drugs treat specific ailments; or any other problem/solution continuum where the person is not the determining factor in the solution,” said Andy.
It is easy to fall into this trap, but Andy believes there are unintended consequences, and these consequences are often devastating. His objective is to open the discussion and to address the issues and opportunities of aging. “It is my privilege to aid people in reimagining themselves as they age.”
Andy is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist (AAMS®) professional, and an Accredited Portfolio Management Advisor (APMA®) designee.
Andy is active in his community. He is chair of the Board of Trustees of the Madison Youth Performing Arts Foundation, founder of the Pretos Leadership Institute, a lecturer, and an author.
Andy's book, Charlie's Journey: A Leadership Fable outlines leadership lessons for anyone that takes a leadership role. His latest book, Building a Fulfilling Aging Plan looks at how retirement affects individuals and their families and takes the discussion beyond just the financial repercussions.
Shawn firmly believes she was born into this career.
Her grandmother was in banking starting back in the 1940s, working with business owners. “She was a pioneer for the times,” said Shawn. Her aunt was a vice president at a local bank and the head of bookkeeping. Certainly not common then.
Shawn’s mother became a financial advisor in the early 1980s. “Another pioneer of the financial services industry. I worked for my mother, and eventually, I took over her business,” said Shawn.
Shawn could not help but become another pioneer in this industry she loves.
While she is a fully licensed advisor, Shawn believes her most important role within the firm is what the team calls the “case manager.” Shawn makes sure everyone on the team is on the same page with every client. She ensures that meetings have the right people, for the proper topic, at the appropriate time.
“We look out four years to determine the topics to be covered for every client. When life events occur, we adjust. I make certain that is always the case,” said Shawn.
In her spare time, Shawn also works with all estate settlements and assists the planning department with some analyses.
“I do all of this because it is critical, but I also see clients as an advisor, because you are the reason I am here. Working with you directly energizes me and reminds me why we do what we do.”
Steven has spent 30 years in the financial services industry as a successful solo practitioner. He always enjoyed his work, but Steven feels like he did not truly evolve until he joined the Remagiment Advisors team.
“I asked for the opportunity to develop the risk management committee within the team because it is important to prepare for the ‘certainty of uncertainty,’” said Steven.
The risk management committee’s objective is to help our clients build a protection portfolio designed to help protect three things: what our clients have already accumulated, their sustainable future income, and their predictable future expenses.
Remagiment’s goal is to work with you to implement a comprehensive protection portfolio consistent with your risk management philosophies and life goals.
Steven is also deeply passionate about multigenerational planning. “Planning is never about one person. What affects you affects your family, and what affects your family affects you,” said Steven. He believes family is the cornerstone of society, which is why he calls Remagiment’s risk management committee the Cornerstone Committee.
“I look forward to protecting that cornerstone, one family at a time.”
While everything we do at Remagiment begins with planning, it is also a reality that our advisors manage portfolios. Jan leads our Investment Committee. “While I am fully licensed, this is a full-time responsibility, so I no longer work as an advisor. This role allows me to work with all our advisors and their clients and immerse myself in facts and details,” said Jan.
The Investment Committee’s objective is to research investments and portfolios so our advisors can make sure each portfolio is aligned to our clients’ goals, our investment allocation models, and the appropriate risk tolerance. There are three distinct stages when building an investment portfolio: the accumulation stage, the preservation stage, and the distribution stage. The advisors help clients understand these stages, how they are different, and how to construct them.
“We want to help you create and maintain financial security. I look forward to working with you.”
One of Susan’s earliest jobs was as a special education assistant in the Verona School district. She often finds those skills help here today as the managing partner of the Remagiment Advisors team.
“I have been in supervisory and leadership roles throughout my life, whether in the financial services field, my years with a national retailing firm, supporting local nonprofit groups, and in my ‘mom’ role raising my husband and children,” said Susan.
As one of the co-founders of Remagiment Advisors in 2017, Susan’s role has been to spearhead the implementation of the team’s vision. She oversees its growth, its operations and systems development, and the personal growth of all team members.
“My motto is ‘Take two minutes’. It is imperative that we do things right, in the right way, and at the right time.”
Rita believes that our clients are people and not portfolios. Our team's motto, "It's Personal," comes from our strong desire to know you and your dreams. We work with you to map out the personal plan that is right for you and your unique situation.
Everything we do begins with planning, and Rita is the head analyst in our Planning Department.
“Once I understand your vision and dreams, my job is to team with our advisors to find ways to work toward making them a reality. As an architect, I work with advisors to design the plans and then coordinate with the builders (advisors) to help make sure your dreams are on a solid foundation," said Rita.
Rita has a degree in finance, spent 12 years at the State of Wisconsin Investment Board, and is a Chartered Financial Analyst charterholder, all of which gives her a strong background in financial assets. Yet, studies show most financial plans do not fail because of how the money is invested. Most plans fail due to the lack of a collaborative relationship—everyone working together—that takes all considerations into account.
Details are critical in long-range financial planning. That is a fact that Rita takes very personally.
"My experience as the oldest of six children, along with many years as a hockey/dance/drum corps mom, showed me how important watching out for the little things can be. This is why we request so much information from you," said Rita.
Your life deserves a personal vision and a design that fits your family. Your plan is based on these factors, and it will evolve over time. Collaboration is key!
We are dedicated to making sure you are financially secure.
If you want something done, ask Linda. That has been Linda’s reputation for her entire life, and it is a big part of her role here at Remagiment.
Linda has always been self-sufficient and an overachiever. Having to work early in her life, Linda attended college and earned her degree while working full-time. That’s self-sufficiency!
Linda worked in the aerospace industry at Sundstrand as an executive assistant, while also serving as president of the Sundstrand Employee Association. “People just gravitate to me. At home, I raised horses. I could be in a private jet in the afternoon and mucking horse stalls in the evening—whatever it took,” said Linda.
When Sundstrand was purchased and their operations relocated to Connecticut, Linda was asked to move with them, but the Midwest has always been her home. "Also, my elderly parents needed care. That role fell to me,” said Linda.
So, in her 50s, Linda changed careers and entered the financial services industry, with all its licenses and a whole new learning curve. “People thought I was crazy, but I did it,” said Linda.
She believes that life is about continuous learning. “People look to me for answers, not because I know them, but because I will find the answers,” Maybe that is why she is still involved with the Sundstrand Retiree Group.
Like Jan, Linda is fully licensed but does not work as an advisor. She even has her Accredited Asset Management Specialist (AAMS®) designation.
When asked how she wants to be remembered when she is gone, Linda hopes people remember her as a dream catcher. “My role with Remagiment is to help our clients catch their dreams.”
Marybeth loves being the face of Remagiment Advisors. She is a nurturer and wants to see everyone happy, healthy, and taken care of.
As the firm’s Madison office receptionist, Marybeth gets to know most of our clients personally. She is not an advisor, but Marybeth shares our advisors’ commitment to our clients’ success.
“I get to speak with all our clients, from all our offices and across the country. I am often the first person to request data from you and the guardian of this data and your privacy for our team,” said Marybeth.
Marybeth also dispenses the chocolate and proudly manages our Wine Wednesdays.
“I love getting to know you.”
Remagiment Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.