Eric Jochimsen

Jahanguir Azodi is the sole advisor at Virtual Investment Planning LLC, holding Series 65 and Series 66 licenses with 27 years of industry experience. His prior experience includes roles at Aspire Wealth Management, Berthel Fisher & Company, and operating his own CPA and investment practice. He is also an author of a published accounting and tax book and manages a wealth management, insurance, and tax services firm. Virtual Investment Planning LLC provides wealth management and financial planning primarily to individual clients, focusing on retirement accounts and diversified portfolio construction using mutual funds, ETFs, and individual securities. The firm combines fundamental and technical analysis with a long-term investment approach and utilizes both direct management and third-party Independent Managers.

Hi there! My passion and strengths lie in helping people achieve holistic financial well-being and live more meaningfully through personalized, expert financial planning and investment management. In addition to being a CFP® professional, I'm proud to have completed my Master of Science degree in Personal Financial Planning. I am also an Accredited Wealth Management Advisor™ professional, which is a specialized credential in the unique needs of high-net-worth clients, and hold my Accredited Behavioral Finance Professional™ certificate, which is a specialized credential in the the psychology of investor behaviors. Why did I open Lindenwood Financial? I observed a unique set of challenges in the financial services industry: overly complicated investment products, confusing financial terminology, outdated philosophies, and unclear fees. I saw how these obstacles can not only hinder people's financial progress, but cause stress and frustration. So, I envisioned offering a modern, transparent, and simplified but full-service experience to put people at ease and help them reach financial goals they didn't know were possible. Thus, Lindenwood Financial was born. Lindenwood Financial stands out as an independent, fee-only fiduciary financial services firm exclusively dedicated to serving your best interests. We have no affiliations or ties (translation: no loyalty and no bias) to any financial companies, products, or third parties. We also don’t receive sales commissions, ensuring there are no hidden incentives to influence our recommendations. We are not paid by anyone but our clients. Our custom-tailored financial guidance, strategies, and investment recommendations are based on merit and your best interests — period. Interested in learning more? I'd love to hear from you. We offer a complimentary consultation & process to answer all of your questions and show you what we do. With no cost or obligation, it's an easy way to educate yourself, evaluate us, and decide if you'd like to work with us.

I am Sue Peck, CFP®, RLP®, CeFT®. I founded Evolution Financial to provide fee-only comprehensive financial planning and investment management for people of all backgrounds who aspire to live their best lives now and into the future. I am also a fiduciary. A fiduciary is, as defined on Investopedia: a person or organization that owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other’s best interests. Our lives can be filled with transitions, some of them involving the added complication of wealth movement. Life experiences, such as a divorce or the loss of a loved one, are filled with emotions and feelings of loss, grief, and overwhelm, and can leave one feeling unable to move forward. I’m here to listen and help sort out what next steps are needed to help you move through and forward into the life you want to live. I graduated from the University of Wisconsin-Madison with a BS in psychology, and was also a proud member of the University of Wisconsin Marching Band (Trombone). Community is important to me. I am a member of the Northside Business Association, and a board member on the Northside Planning Council. My husband Nathan and I live on the north side of Madison, Wisconsin with our Border Collie mix dogs Harley Quinn and Lydia, as well as our chickens. As a landscaper, Nathan has transformed our yard to be welcoming to pollinators such as bees and butterflies.

Andrew Gile is a financial advisor at A. Gile & Co. with seven years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Bankers Bank, Edward Jones, and served in the U.S. Army with the Department of Defense for eleven years. Outside of advising, he holds a paid internship position with Malik Law Group. A. Gile & Co. provides portfolio management and financial planning services for individuals, trusts, retirement accounts, investment entities, and charitable organizations. The firm uses a rules-based value investing approach focused on individual equities and bonds, with an emphasis on tax efficiency and risk management, including hedging strategies.

Michael Greiber is the sole advisor at Greiber Capital Management in Wauankee, WI, with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked in masonry before founding his advisory firm in 2016. Greiber Capital Management provides portfolio management primarily for individual clients, with services extending to institutional and accredited investors. The firm employs a bottom-up value investing approach focused on public secondary-market instruments and customizes portfolios with client input, utilizing long and short positions as well as derivatives and leverage.

Vincent Marchi is the sole advisor at Marchi Investments LLC in Waunakee, WI. He holds a Series 65 credential and has prior work experience at SquareTrade / Allstate Protection Plans from 2011 to 2024. Marchi Investments LLC provides investment management and financial planning services primarily to individuals and high-net-worth clients. The firm employs a combination of fundamental security analysis and modern portfolio theory, focusing on low-cost indexing and long-term strategies with periodic rebalancing and tactical adjustments.