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Jay Lauer | Financial Advisor | Plus Group Wealth Advisors

Jay Lauer

Financial Advisor & Managing Partner
Brent Neis | Financial Advisor | Plus Group Wealth Advisors

Brent Neis

Financial Advisor & Managing Partner
brent@myplusgroup.com
Thomas | Financial Advisor | Plus Group Wealth Advisors WI

Thomas Volkmann

Financial Advisor
thomas@myplusgroup.com

Tara Kos

Director of Client Services & Operations
tara@myplusgroup.com
Jamie | Administrative Assistant | Plus Group Wealth Advisors

Jamie Gall

Administrative Assistant
jamie@myplusgroup.com

Brenda Mueller

Director of Client Relations
brenda@myplusgroup.com

Matt Dirkse

Financial Advisor Trainee
matt@myplusgroup.com

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  • About
    • Our Company
    • Our Team
    • Our Process
    • Who We Serve
    • Community Involvement
    • Careers
  • Our Services
    • Investment Planning
    • Retirement Planning
    • Legacy Planning
    • Tax Planning
    • Planning for Business Owners
  • Resources
    • Blog
    • Financial Calculators
    • Videos
    • Useful Links
  • Login Portals
    • PGWA Planning
    • Charles Schwab
    • Modern Woodmen
    • United Life
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  • Form CRS Disclosure

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