Profiles

News

11.23.11
Washington, D.C.  :  On October 20th , 2011 , the IRS announced the new Pension Plan limits for the Tax Year 2012. read more

Profiles

Frank A. Busalacchi
President
Twenty-seven years in the Financial Services industry.
B.S., University of Wisconsin - Milwaukee
Chartered Life Underwriter (CLU)
Past President, Society of Financial Services Professionals
AIF®, Accredited Investment Fiduciary
Frank has qualified numerous times for the National Quality Award (NQA), National Sales Achievement Award (NSAA), Million Dollar Round Table (MDRT) and twice qualified Top of the Table member.
Milwaukee Chapter of Society of Financial Service Professionals
CEO Roundtable of Metropolitan Milwaukee Association of Commerce
National Association of Insurance and Financial Advisors
Waukesha Area Chamber of Commerce
American Society of Pension Professionals and Actuaries (ASPPA)
Christine R. Klaus
Nineteen years experience in the Financial Services industry.
Bachelor of Science Degree from the University of Nebraska - Lincoln
Became Associate Financial Representative to Frank Busalacchi in 1995
National Association of Insurance and Financial Advisors
Waukesha Area Chamber of Commerce
Jessica A. Armbruster
QKA
Nine years experience in the Retirement Plan Administration business.
Bachelor of Business Administration Degree from the University of Wisconsin - Milwaukee
Qualified 401(k) Administrator Designation through the American Society of Pension Professionals and Actuaries (ASPPA)
ASPPA Member since 2004
Relius Great Lakes User Group since 2007