Pietro Cimino

The financial world is complex. There are many decisions you have to make on a constant basis. What I do at Dylan Lund Financial, LLC is advise you on those decisions. Together we make a plan on what you want to accomplish with life, and I help figure out how we can achieve those goals. Goals could include buying a new house, paying for your child's education, retiring early, or some other goal. We will take a holistic approach to your finances to ensure that we do not overlook any areas of opportunity. After analyzing your finances, we come up with a plan with actionable steps to achieve your goals. We will continue working together checking the progress of your goals and updating your goals as your life changes. With this constant focus on making good financial decisions, we will get you ever closer to living your ideal life. Outside of this business, I spend most of my time with my wife raising our two young boys. We try to go on little day vacations with the family and live a healthy life.

Sheena Hanson is a CFP® and holds a Series 66 license with 18 years of industry experience. She has worked at Uncommon Cents Investing since 2017 and previously spent 11 years at SII Investments, Inc. Hanson is also a public notary for the state of Wisconsin. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm focuses on long-term, tax-conscious portfolios using a blend of fundamental analysis and value-oriented principles.

Gregory Snyder is a financial advisor at Uncommon Cents Investing with a Series 65 credential and seven years of industry experience. He has worked at Uncommon Cents Investing since 2018 and previously held positions at Fagan Automotive and General Motors. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a combination of fundamental analysis and value-oriented principles, managing most client relationships on a discretionary basis.

John Berkley is a financial advisor at Uncommon Cents Investing in Janesville, WI, holding Series 63 and Series 65 licenses with 49 years of industry experience. His prior roles include positions at Highland Capital Brokerage and SII Investments, Inc. He is also President of John Berkley, Inc., a business entity used for tax purposes and personal real estate holdings. Uncommon Cents Investing provides discretionary investment management, consulting, and ERISA Section 3(21) advisory services to individuals, retirement plans, trusts, and estates. The firm emphasizes long-term, tax-conscious portfolios using a mix of mutual funds, ETFs, equities, and fixed income, combining fundamental analysis with value-oriented principles while considering efficient-market theories.

Katherine Clausen is a financial advisor at Belpointe Asset Management LLC with four years of industry experience. She holds a Series 65 designation and has worked at Belpointe since 2021. Her prior experience includes roles at Three Pillars Wealth Management and Carolina Espinoza State Farm. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Jakob Patch is a financial advisor at Harbour Investments, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at RW Baird and Alongi Santas Insurance, where he also operates as an independent insurance agent. Harbour Investments provides investment advisory and financial planning services to individual investors, charitable and corporate clients, retirement plans, and other financial advisors. The firm uses a combination of fundamental and technical analysis to create customized strategies, offering discretionary and non-discretionary portfolio management along with model-based solutions through a subscription platform.