Meet Your Financial Team

Where financial experience, kindness, and creativity meet

An Experienced Team You Can Count On<br/>

An Experienced Team You Can Count On

Life-long learners dedicated to long-lasting relationships

Augustine Financial is a multi-generational team dedicated to thoughtful and ethical financial planning and investing. Together, we offer a unique set of experiences and talents that foster an environment of collaboration and trust. We pull from our own experiences overcoming challenges and our years in the industry to create truly customized financial plans designed to help you plan, enjoy, and share your wealth.

Working Well. Together.

Working Well. Together.

We have a tenured staff who’ve established long-term relationships and newer staff who bring fresh ideas as we look to the future. We’ve built a team of life-long learners who are committed to ongoing personal growth and professional development. Our goal is to provide you with the highest level of service possible.

Most importantly, we love what we do and the
relationships we build.

Jenny  Augustine

Jenny Augustine

Operations & Office Manager Brookfield, WI Office

Erin Christensen

Erin Christensen AIF®

Financial Advisor Brookfield, WI Office

Austin Finn

Austin Finn CFP®

CERTIFIED FINANCIAL PLANNER® Professional Brookfield, WI Office

Jackie  Augustine

Jackie Augustine

Financial Assistant Brookfield, WI Office

Jeremy Lancour

Jeremy Lancour FPQP®

Financial Advisor FPQP® Brookfield, WI Office

Garrett  Wilson

Garrett Wilson

Financial Paraplanner Brookfield, WI Office

Matt Zuleger

Matt Zuleger CFP®

CERTIFIED FINANCIAL PLANNER® Professional West Bend, WI Office

Sarah  Krebs

Sarah Krebs

Financial Paraplanner West Bend, WI Office

Peg  Rechlicz

Peg Rechlicz

Client Relationship Coordinator West Bend, WI Office

Sarah  Schultz

Sarah Schultz

Risk Management Coordinator West Bend, WI Office

Ann Zuleger

Ann Zuleger

Communications Coordinator West Bend, WI Office

262-429-1555

Isaiah  Zuleger

Isaiah Zuleger

Financial Services Assistant West Bend, WI Office

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.