Services

 

Personalized Financial Plans

 

Planning for Business Owners

 

Lifetime Income Planning

 

Alternative Investments

 

Life Insurance

 

Estate Planning

Meet the SFG Team

At The Senglaub Financial Group we believe we are stronger as a team than as an individual. Therefore, when you become a client, you have an entire team of professionals who specialize in different areas working together to meet your needs.

There are two teams within our firm. The first is led by Jeff and Christy and the second is led by Jim. To help distinguish, Jim’s team will be marked as such.

Advisors

Co-Owner, Financial Advisor (1980)

After growing up running cross country I switched to cross country skiing and have enjoyed skiing the Birkebeiner race...

Co-Owner, Financial Advisor (2013)

Upon college graduation I took a few years to work on my own during which I was a buyer for multiple high end fashion...

Co-Owner, Financial Advisor (1982)

Whenever possible, you can find me duck hunting no matter the weather. In fact I tree plant to improve the land and...

Financial Advisor (2012)

Outside of the office I continue my leadership by serving as President of the Fort Atkinson Wisconservation Club, a...

Financial Advisor (2018)
(Jim's Team)

"The world offers you comfort. But you were not made for comfort, you were made for greatness.” - Joseph Cardinal...

Operations Staff

Insurance & Client Coordination Specialist (1999)

Often you can find me gardening or in the pool, but I’m happy anywhere I’m with loved ones. I plan to be at SFG long...

Securities & Client Services Specialist (1999)

I have 2 young daughters, but with the addition of our beloved goldendoodle it can feel like 3!

Financial Planner, CFP (2016)

In addition to helping families plan for their future, I am also passionate about charitable causes; specifically I...

Financial ParaPlanner (2018)

Odds are high that you’ll find me fishing or golfing when I have free time!

Strategic Partnerships

55 Years and Counting 

 

In 1965 Mike Senglaub’s wife Doris finally gave in to the man who had been recruiting and wooing her husband into coming to work for him at his financial firm. Doris knew Mike had the heart and the talent to do it. She knew that he needed work that was more fulfilling and could keep him busy, not just pay the bills. However, it meant that he would be out of state to train while she stayed home with their five children. Thankfully, the two were strong enough to support each other so that Mike could return home and launch his new career. As his oldest son, Jeff, entered high school, he began showing interest in and working with his dad. Jeff would soon be joined by his brother Jim as well.

Fast forward to the late 1980’s when Jeff decided that they had the talent and work ethic required to create their own firm where they could truly put the client first when deciding how to help them.

Soon history would repeat itself. Jeff’s oldest daughter, Christy, was speaking at conferences beginning at just 7 years old (which Jeff knew was a surefire way to get the crowd’s attention) and attending meetings with clients or watching her dad win awards instead of being at the pool during work trips (which she still has mixed feelings about!) 

Today, what Mike created during his lifetime has continued to grow and thrive with two members of both the second and third generation of the family at the helm of the firm. 

At The Senglaub Financial Group we care about you, your family and your legacy; but don’t take our word for it, come see it for yourself! 

– Jeff, Jim, Christy & Michael

 

What We Do at SFG

Wherever you find yourself on life’s path, our two specialized, full service teams of financial professionals are here to help. Our holistic approach to your financial health will be personalized to you and continuously updated to reflect your journey.

Calculators/Tools