Team
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.
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Marketing Manager
- Education: B.A. Interdisciplinary Studies, Wheaton College; M.A. Higher Education, Student Development, Wheaton College
Kasey manages content creation and distribution that effectively communicates Francis’ mission of providing conflict-free financial advice, resources and education.
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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
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
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
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.
