Team

We Walk Alongside You

Francis knows it’s all about balance — Work Life and Money. That’s why each member of the Francis team is so passionate about helping clients and their employees get the most out of their retirement plans and become better family finance managers, so people are empowered in their financial decision-making and achieve the Work Life Money Balance that everyone deserves.

Meet the Team

We Walk Alongside You

Francis knows it’s all about balance — Work, Life, and Money. That’s why each member of the Francis team is so passionate about helping clients and their employees get the most out of their retirement plans and become better family finance managers, so people are empowered in their financial decision-making and achieve the Work-Life-Money Balance that everyone deserves.

Michael Francis lifestyle

Michael J. Francis

President | Co-Founder | Principal

  • Education: B.A. Economics, Carleton College; juris doctorate, Marquette University Law School

Mike has been the featured 401(k) Adviser columnist for the Milwaukee Journal Sentinel since 1995,

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Kelli Send
Kelli Send lifestyle

Kelli Send

Co-founder | Principal | Senior Vice President Financial Wellness Services

  • Certifications/Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65; ERISA Fiduciary
  • Education: B.A. Marketing, Michigan State University; M.A. Adult Education, Carroll University

With over 30 years of advising plan participants under her belt, Kelli has extensive financial wellness knowledge and oversees the firm’s financial wellness team.

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Cliff Dunteman
Cliff Dunteman lifestyle

Cliff Dunteman

Principal | Senior Vice President Investment Consulting Services

  • Certifications/Designations: Chartered Financial Analyst (CFA®) charterholder; Series 65; ERISA Fiduciary
  • Education: B.S. Business Administration and Finance, Illinois Wesleyan University

Cliff helps clients achieve their goals by providing expert and transparent counsel.

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Edward Mcllveen
Edward Mcllveen

Edward Mcllveen

Principal | Chief Investment Officer | Vice President Investment Consulting Services

  • Certifications/Designations: Chartered Financial Analyst (CFA®) charterholder
  • Education: B.A. History, Gustavus Adolphus College; MBA, Finance, Marquette University

As CIO, Ed leads the firm’s investment committee, which develops strategic and tactical asset allocation.

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Joseph Topp
Joseph Topp

Joseph Topp

Principal | Vice President Investment Consulting Services

  • Certifications/Designations: Series 65, Certified Public Accountant (CPA®)
  • Education: B.S. Accounting, Marquette University

Joe is one of the founding members of the group that originally formed Francis in 2004. He currently leads the firm’s marketing and business development efforts and is continually looking for ways to create value for organizations and their employees.

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Sue Salmon
Sue Salmon

Sue Salmon

Principal | Director of Operations

  • Education: B.S. Education, University of Wisconsin-Milwaukee

Sue oversees Francis’ finance and human resource operations, which typically involves monitoring the daily activities of the firm.

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Kevin Roloff
Kevin Roloff

Kevin Roloff

Director of Research

  • Certifications/Designations: Series 65, Chartered Financial Analyst (CFA®) charterholder
  • Education: B.S., business administration, Marquette University

Kevin heads the research team responsible for assessing capital market conditions and investment offerings.

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Kevin Skow
Kevin Skow

Kevin Skow

Vice President Retirement Plan Consulting | Regional Director

  • Certifications/Designations: Series 65, Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA)
  • Education: B.A. Communications, Marquette University

Kevin co-leads Francis’ Minnesota division in the Twin Cities and brings over 25 years of retirement plan recordkeeping

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Dave Mandel
Dave Mandel lifestyle

Dave Mandel

Vice President Investment Consulting | Regional Director

  • Certifications/Designations: Series 65; ERISA Fiduciary
  • Education: B.S. Human Resources Development and Insurance Risk Management, University of Minnesota

Dave is the co-leader of Francis’ Minnesota division. He has over 18 years of retirement plan consulting experience,

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Liz Aidoo
Liz Aidoo

Liz Aidoo

Financial Planner | Manager of DEI and Spanish Language Services

  • Certifications/Designations: Series 65; ERISA Fiduciary
  • Education: B.A. Communications, Seton Hall University

Liz uses her extensive experience as a bilingual educator to help advise plan participants through the often-confusing world of personal finance.

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Peter Castro
Peter Castro

Peter Castro

Financial Planner

  • Certifications/Designations: Series 65; CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
  • Education: B.S. Integrated Ministry Studies, Moody Bible Institute of Chicago

Peter works as a financial planner providing education and individual advisory services.

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Pedro Dominguez
Pedro Dominguez

Pedro Dominguez

Financial Planner

  • Certifications/Designations: Series 65, ERISA Fiduciary
  • Education: A.A.S. in Accounting — Madison College

Prior to his time at Francis, Pedro worked as a business analyst for a health insurance company. He joined the team as a financial planner after realizing his true passion for personal finance.

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Macy Fallico
Macy Fallico

Macy Fallico

Research Analyst

  • Certifications/Designations: Series 65, ERISA Fiduciary
  • Education: B.S. Finance and Operations and Supply Chain Management, Marquette University

Macy serves as a research analyst on Francis’ investment consulting team. Her responsibilities include but are not limited to capital market research.

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Sally Gebauer
Sally Gebauer

Sally Gebauer

Financial Wellness Services Coordinator

  • Education: B.A. Religious Studies, Edgewood College

Sally serves as the financial wellness services coordinator for Francis’ team of financial planners. She is responsible for coordinating workplace educational programs and financial planning services.

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Eric Hencley
Eric Hencley

Eric Hencley

Financial Planner

  • Certifications/Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 66; ERISA Fiduciary
  • Education: B.A. Business, Wayland Baptist University; MBA, Liberty University

Eric has been in the industry for five years and currently serves as a member of the financial wellness team.

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Kasey Miller
Kasey Miller

Kasey Miller

Marketing Coordinator

  • Education: B.A. Interdisciplinary Studies, Wheaton College; M.A. Higher Education, Student Development, Wheaton College

Kasey creates and distributes content that effectively communicates Francis’ mission of providing conflict-free financial advice, resources and education.

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Jonathan Nolan
Jonathan Nolan

Jonathan Nolan

Vice President Investment Consulting Services

  • Certifications/Designations: Chartered Financial Analyst (CFA®) charterholder
  • Education: B.S. Business Administration, Marquette University

Jon provides guidance to plan sponsors in all things retirement planning, including investment performance monitoring, asset allocation optimization.

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Jamie Rybak
Jamie Rybak

Jamie Rybak

Financial Planner

  • Certifications/Designations: Enrolled Agent (EA); CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65; ERISA Fiduciary
  • Education: B.A. Business Administration, Principia College

Jamie serves as a Financial Planner on Francis’ financial wellness team and is responsible for providing education and individual planning services. He also holds an Enrolled Agent (EA) designation and offers tax planning services to participants.

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Tim Shirk

Financial Planner

  • Certifications/Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65; ERISA Fiduciary
  • Education: B.S. Missionary Aviation Technology, Moody Bible Institute of Chicago

Tim has been helping people from all walks of life reach their retirement goals by providing engaging group education and personalized individual advice since 2006.

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Matthew Vandre
Matthew Vandre

Matthew Vandre

Financial Planner | Fintech Product Manager

  • Certifications/Designations: Chartered Financial Consultant® (ChFC®); Series 66; ERISA Fiduciary
  • Education: B.A. Socioeconomics, University of Wisconsin-Milwaukee; M.S. Behavioral Finance, University of Alabama; Certificate in Financial Coaching, University of Wisconsin-Madison

Matthew wears many hats, working as a financial planner, education project manager and Fintech product manager on the firm’s financial wellness team.

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Jay Voigt
Jay Voigt

Jay Voigt

Financial Planner

  • Certifications/Designations: CERTIFIED FINANCIAL PLANNER™ Professional (CFP®); Series 65; ERISA Fiduciary
  • Education: B.S. Business Administration, Cardinal Stritch University; MBA, University of Wisconsin-Whitewater

Jay has extensive experience in financial services, having worked in the industry since 1998.

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Gabrielle Matiszik

Investment Consulting Coordinator

  • Education: BS in General Finance from University of Wisconsin – Milwaukee

Gabrielle takes charge in compiling annual fiduciary review documents.

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JOIN THE FRANCIS TEAM

We’re always interested in speaking with individuals who show a high level of integrity, financial expertise, and professionalism in the service of others.