CLF Asset Management, Inc.

Daniel Determan is a financial advisor at CLF Asset Management, Inc. in Madison, WI, with 21 years of industry experience. He holds the ChFC® designation and has worked at CLF Asset Management since 2016, previously serving at Capitol Lakes Financial, LLP and Woodbury Financial Services, Inc. Determan is a founder-level investor in Driftless Extracts LLC, an industrial hemp processing company, and serves as one of four directors of the Natural Materials Technology Accelerator, a nonprofit focused on research in natural fiber separation and carbon sequestration. CLF Asset Management serves individual investors and employee benefit plans through portfolio management, financial planning, and consulting services. The firm combines multiple traditional analysis methods with computational intelligent systems to support research and operations, offering discretionary and non-discretionary investment solutions tailored to client objectives.

Michael Zugan is a financial advisor at CLF Asset Management, Inc. in Madison, WI, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Wealth Enhancement Group and Alpha Financial Management. He is also licensed as an independent insurance agent through Capitol Lakes Financial, LLP, enabling him to transact insurance products. CLF Asset Management serves individual investors and employee benefit plans with portfolio management, financial planning, and consulting services. The firm integrates traditional analysis methods with computational intelligent systems, offering discretionary and non-discretionary investment solutions tailored to client objectives.

Simon Liegel is an Investment Adviser Representative at CLF Asset Management, Inc. in Madison, WI, with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CLF Asset Management since 2016, previously affiliated with Capitol Lakes Financial, LLP and Woodbury Financial Services, Inc. Outside of advisory services, Mr. Liegel is a founder-level investor in an industrial hemp processing company and serves as a director of a nonprofit focused on natural fiber technology and carbon sequestration. He also holds the Enrolled Agent designation from the IRS. CLF Asset Management serves individual investors and employee benefit plans, offering customized portfolio management, financial planning, and consulting services. The firm combines traditional investment analysis with computational intelligent systems and provides a mix of discretionary and non-discretionary solutions, along with various consulting and automated advisory options.

Michael Vaubel is a financial advisor at CLF Asset Management, Inc. in Madison, WI, holding a Series 65 designation with eight years of industry experience. He has been with Capitol Lakes Financial since 2015, with a brief tenure at Yelp in 2016. Outside of his advisory role, he serves on the Alumni Association board for Wayland Academy and provides unpaid support to Alpenhaus Market, a business specializing in vintage and artisan goods. CLF Asset Management serves individual investors and employee benefit plans, offering portfolio management, financial planning, and consulting services. The firm integrates multiple traditional analysis methods with computational intelligent systems while maintaining human oversight, providing a range of discretionary and non-discretionary investment solutions tailored to client objectives.

Jacob Soener is a CFP® with six years of industry experience, currently serving as a financial advisor at CLF Asset Management, Inc. in Madison, WI. He has worked at CLF Asset Management since 2018 and previously held roles at Mass Mutual and the University of Wisconsin system. Outside of advisory work, Soener serves as treasurer for the nonprofit Lussier Community Education Center, providing budgeting advice without authority to transfer funds. CLF Asset Management, Inc. serves individual investors and employee benefit plans with portfolio management, financial planning, and consulting services. The firm combines traditional analysis with computational intelligent systems to support research and decision-making, offering a range of service options including discretionary and non-discretionary portfolio management, automated investment platforms, and consulting modules.