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100 E Wisconsin Ave
Ste 2300
Milwaukee, WI 53202-4169
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Office: 414-271-3242
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The Holter Financial Group

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Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Client Center

If you are looking for help managing financial risk and achieving financial security in today’s complex world, the first stop is The Holter Financial Group's Client Relations Center.

Establishing and maintaining quality relationships with our clients is important to us.  Our Client Relations Center will familiarize you with our organization and introduce you to a financial representative who can provide you with customized financial solutions tailored to your individual needs. 

Currently, there are 16 Financial Representatives in our Client Relations Center. 


Meet the Team

Allen Beranek - located in our Downtown Milwaukee office

Chris Carlson - located in our Northwest Milwaukee office

Dave Emmerich - located in our Downtown Milwaukee office

Becky Fanscher - located in our New Berlin office

John Glowacki - located in our Waukesha office

Adam Keller - located in our New Berlin office

Steve Koppel - located in our Downtown Milwaukee office

Dan Krivos - loacted in our New Berlin office

Alex Lavold - located in our Downtown Milwaukee office

Scott Mila - located in our Waukesha office

Sherri Mitchell - located in our Downtown Milwaukee office

Gina Pagan - located in our Downtown Milwaukee office

Lora Reinholz - located in our Northwest Milwaukee office

Matt Rewasiewicz - located in our Downtown Milwaukee office

Jason Seyfert - located in our Northwest Milwaukee office

Chuck Wierschem - located in our Downtown Milwaukee office


If you have questions, concerns or would like to visit with a Financial Representative to review current or future financial needs and goals, please call our Director of Client Relations, Zach Eckdahl, at 414-615-1862.

We appreciate your business, and look forward to serving your insurance and investment needs in the future.