Jeremy Grannan

Aaron Berglin is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on developing client strategies in estate planning services, insurance leverage and risk management, and lending. Aaron works closely with clients' accounting and legal professionals to coordinate comprehensive strategies and serves on his team’s planning guidance, investment strategy, business development, and leadership committees. Aaron earned a Bachelor of Science degree in Mathematics from the United States Naval Academy and holds the CERTIFIED FINANCIAL PLANNER™ practitioner designation. He maintains multiple FINRA registrations including Series 7, 66, 9, 10, 24, and 31, and holds a Wisconsin State insurance license for life and health. Before entering financial services in 2001, Aaron served in the naval aviation community following his graduation. Outside of his professional career, Aaron enjoys adventure sports, baseball, biking, boating, camping, football, hiking, hunting, running, and spending time with his family.

Michael Groeschl is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2004. In this capacity, he leads, manages, and coaches a team of professionals dedicated to partnering with clients to develop financial plans aimed at achieving their goals. He emphasizes servant leadership as a guiding principle in supporting and motivating his team of investment professionals. Prior to his current position, Michael served as an Investor Center Manager at Strong Investments from 1993 to 2004. His career reflects a long-standing commitment to financial advising and leadership within the investment industry. Outside of his professional responsibilities, Michael has personal interests in baseball and movies.