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.

Angie has 10+ years of experience in retirement plan management, customer service, and process involvement. She has a strong track record of training teams, building client relationships, and implementing systems to streamline operations. 

Notable Industry Involvement

  • State of WI Life, Accident & Health License

  • Associate’s Degree in Supervisory Management

  • Holds a Series 65 License and CPFA


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, CPFA® - 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.

Dan Wotruba, Shareholder

  • Dan has worked in the financial services industry since 1993

  • Specializes in financial planning and portfolio construction

  • Focuses on risk management, cost control, and portfolio structure

  • Provides estate and trust analysis.

  • Helps clients choose the best financial products for their goals  

Tony Powers, AIF®, CFP®, CRPS® - Shareholder

  • Tony has 20+ years of experience in financial services

  • President of KerberRose Wealth Management

  • Specializes in managing employee retirement plans for private and public sector employers

  • Offers fiduciary services, plan design consultation, plan benchmarking, and financial wellness solutions

Scott Schewe, CFP®, CPWA®, CRPC® - Director of Financial Planning

  • Scott has worked in the financial services industry since 2006

  • Spent 13 years helping Wisconsin's public employees with retirement planning

  • Joined KerberRose in 2019, focusing on tax-efficient retirement planning

  • Sees money as a tool for achieving personal goals and lifestyles

  • Prioritizes building strong client relationships

Scott Ciullo, AIFA®, CFS® - Director of Retirement Plans

  • Scott has been in the financial services industry since 1984, focusing on retirement solutions

  • Assists plan sponsors in reducing fiduciary liability

  • Provides financial wellness solutions for employees

  • Specializes in plan design and fiduciary services

  • Holds AIFA and CFS certifications, offering expert fund review and tailored investment options

Michael Rudolf, AIF® - Director of Retirement Plans

  • Michael has been in the industry since 2001, specializing in employer retirement plans

  • Assists with managing fiduciary liability and investment line-ups

  • Provides employee education and individual investment management services

Mike Stecker, APMA®, RICP® - Wealth Advisor

  • Mike has been a Financial Advisor since 2008

  • Provides financial planning, portfolio construction, and succession planning services

  • Collaborates with accountants to minimize tax liabilities

  • Offers comprehensive plans for clients of all sizes

Konrad Zagzebski, CFP® - Wealth Advisor

  • Konrad has 6+ years of experience as a financial advisor

  • Has a background in family-owned businesses, having grown up in a cheese packaging company

  • Helps clients achieve investment goals using a mix of stocks, bonds, and third-party strategies

  • Focuses on cost-efficient wealth transfer and optimizing after-tax returns

  • Completed DePaul University’s Financial Planning Certificate Program

  • Co-founded a nonprofit organization supporting the Autism Society

Julie LeFevre - Client Service Associate

  • Julie has 25+ years of experience in financial services

  • Holds a Business Administration degree from Lakeland College

  • Assists clients through the financial planning process

  • Enjoys quilting, crafting, traveling, and outdoor activities like campfires

Ethan Hausmann, AIF® - Operations Associate

  • Ethan has been in the financial service industry since 2019, and becoming licensed in 2021.

  • Graduated from Northern Michigan University's AACSB-accredited College of Business with a B.S. in Economics and Entrepreneurship, Summa Cum Laude

  • Active in community volunteering

  • Accredited Investment Fiduciary with expertise in supplemental insurance

  • Enjoys outdoor activities like camping, kayaking, and snowshoeing, as well as board games

Alex Miller, CPFA® - Financial Wellness Advocate

  • Alex has 5+ years of experience in budgeting, debt management, and wealth building

  • Holds an Associate degree in Business Administration from Bay De Noc College

  • Specializes as a Trusted Rollover Specialist

  • Passionate about educating clients on financial decisions

  • Serves as a Financial Peace University Coordinator, promoting financial literacy

Connor Rosin - Associate Wealth Advisor

  • Connor has 3+ years of experience in financial services

  • Specializes in financial planning, investment management, and risk mitigation

  • Holds a bachelor's degree from the University of Wisconsin-Stevens Point

  • Lives in Shawano, WI, and enjoys family time, travel, and golf

Elle Hietpas, FPQP® - Financial ParaPlanner

  • Elle has 6+ years of experience in customer service, team management, and software systems

  • Holds the Financial Paraplanner Qualified Professional (FPQP) designation from Kaplan College for Financial Planning

  • Holds an Accounting Assistant technical degree from Fox Valley Technical College and a B.S. in Radiation Therapy from the University of Wisconsin-La Crosse

  • Specializes in financial planning, client service, and account management

  • Passionate about helping clients achieve their financial goals

  • Lives in Little Chute with her family and enjoys family time, reading, and Wisconsin sports

Ashley Tomashek, Administrative Assistant

  • Ashley has 10+ years of experience in the financial services industry

  • Holds an Associate Degree in Administrative Professional from Northeast Wisconsin Technical College

  • Excels in supporting colleagues and clients with precision

  • Handles finance and compliance responsibilities effectively

  • Enjoys family time and outdoor activities during the summer

Amy Taylor, CPFA - Administrative Assistant

  • Amy has 8+ years of administrative experience in the real estate industry, managing investment properties

  • Holds a BA in Communications from North Central University in Minneapolis, MN

  • Lives in Marquette, MI, with her husband and two sons

  • Enjoys photography, crafting, baking, and volunteering at her local church

  • Certified Plan Fiduciary Advisor (CPFA®)