Team

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

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 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 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

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.