Meet the Filbrandt Team

Shirlene D. Chart

Executive Assistant

John C. Clarke, CFP®

Financial Advisor / Member Owner

Joseph W. Clemens

Associate Advisor

Travis R. Cliff, CFP®

Financial Advisor / Team Lead / Member Owner

Shannon I. DeMarte

Accountant / Payroll Coordinator

Janet M. Evert

Client Services Assistant

Michael Filbrandt, CLU®, ChFC®

Financial Advisor / Managing Director

Patricia Filbrandt, CFP®, CLU®, ChFC®

Financial Advisor / Managing Director

Stephen F. Fuller, MA

Operations Manager, University Division

James M. Haygood CFP®, AWMA®

Financial Advisor / Member Owner

Sabrina D. Hoppe

Client Services Assistant

Robert O. Klitzke

Marketing and Communications Manager, University Division

Scott L. Kornstedt CFP®, CLU®, ChFC®, MBA

Financial Advisor / Member Owner

Caitlin M. Krist-Simonis

Client Services Supervisor

Todd A. Littel

Client Services Assistant

Keith G. Lueck, MBA

Trading and Operations Associate

Zachary D. Meulemans CFP®, ChFC®

Financial Advisor/ Member Owner

Jennifer L. Parrish

Client Services Representative

Lillie F. Perry

Associate Advisor

Shaun W. Quirk, CFP®

Financial Advisor

Jared T. Spanbauer

Operations Associate, University Division

Noah J. Tostrud, CFP®

Financial Advisor

“Everyone I work with at Filbrandt is passionate about what they do, and I believe that carries through to our client experience.” 

- Travis Cliff, CFP®​

Four Teams of Financial Planning Professionals, One Goal

Filbrandt is comprised of four teams of professionals who work together to serve our clients’ needs. Clients benefit from the specialized areas of financial expertise that the members of these teams offer.

The Wealth Management Team provides comprehensive investment planning, retirement income planning, and estate planning guidance to clients. Decisions regarding investments will ultimately affect a person’s retirement income and estate transfer goals. The wealth management team implements our three-step Filbrandt Total Solution© for our clients’ investment, retirement income, and estate transfer goals.

The Investment Management Team provides discretionary asset management services. Clients benefit from having all of their university retirement accounts and personal accounts organized and managed as One Unified Portfolio©. The team has specialized, in-depth knowledge of the major university retirement plan providers including TIAA-CREF, Fidelity, and Vanguard.

The Client Services Team provides support for client service and administrative functions. Our group offers a turnkey experience for clients by working to facilitate communication, reduce paperwork, and provide accurate and timely information. This enables advisers to spend more time with clients.

Our Financial Literacy Team provides financial education opportunities for clients and other users. On-site financial workshops are scheduled on university campuses each calendar quarter. In addition, reports, blog posts, seminars, webinars and a library of video web classes are produced throughout the year. Professional and credentialed, our specialists discuss topics focused on the specific needs of people in academia.

All of our teams work closely with the principals to ensure that Filbrandt consistently meets and exceeds client service expectations. We are passionate about providing a total client experience based on trust and respect.