Team
Jason Lettenberger, CFBS
Founder/Partner
262-347-0277
jlettenberger@financialguide.com
Jason's emphasis is working with families and small to mid-size businesses, which requires unique strategies depending on what is most important to his clients. Whether a family is just starting to think about insurance solutions, retirement planning, children's education or needs to develop an estate strategy, he helps navigate. Jason has the experience to put forth the alternatives appropriate to your situation, no matter where a family or business is in that important process.
Jason is pictured here with his wife, Annie and sons, Brady and Jaxon
Lettenberger Financial Group representatives are registered and offer securities through MML Investors Services, LLC. Member SIPC 10401 Innovation Drive, Suite 125, Wauwatosa WI 53226 (414) 615 4850. Lettenberger Financial Group is not an affiliate or subsidiary of MML Investors Services, LLC, or its affiliated companies.
Mobile: 262-232-0612 CA Insurance License #4046217
Lettenberger Financial Group LFG Team
Financial Representatives
262-347-0277
jlettenberger@financialguide.com
We'll Help You Climb Your Ideal Financial Mountain
With over 35 years of combined experience, our team has the expertise to help you achieve financial freedom!
We offer a straightforward approach to building financial strategies focused around you, your schedule, your circumstances, and your objectives. We take the time to understand your needs, explain different options to you and earn your trust before offering possible solutions. By working with our Financial Professionals, you can take meaningful, manageable steps toward developing an integrated strategy to help achieve a secure financial future. Since your financial situation is bound to change, we work with you over time to help ensure you are on track to achieving your goals.
Lettenberger Financial Group representatives are registered and offer securities through MML Investors Services, LLC. Member SIPC 10401 Innovation Drive, Suite 125, Wauwatosa WI 53226 (414) 615 4850. Lettenberger Financial Group is not an affiliate or subsidiary of MML Investors Services, LLC, or its affiliated companies.
Lucas Amell
Partner/Financial Planner
262-347-0277
Lucas specializes in working with families to define and achieve their financial goals with a strong emphasis on tax-efficient retirement strategies and estate/legacy planning. He fosters close client relationships built on trust and mutual understanding to help navigate often overwhelming financial decisions with proactive solutions.
Mobile: 414-915-1323 CA Insurance License #4212433
Nathan Mueller
Partner/Investment Specialist
262-347-0277
nathanmueller@financialguide.com
Nathan has over 13 years of experience in the financial services industry and a deep knowledge of investing and portfolio construction. He love breaking things down for his clients so that they can really understand what's happening in the world and in their financial lives.
Mobile: 920-948-0118 CA Insurance License #3212557
Sharon Staley-Smith
Partner/Advisor/Client Relationship Specialist
262-347-0277
sstaleysmith@financialguide.com
With combined financial advisor and client service experience, Sharon uses her vast knowledge of our systems, software and processes to provide a seamless client experience.