"The greatest gift that I’ve been given is the ability to take my years of study and apply it in a way that makes a measurable difference in the lives of our clients whom I consider friends."
Tracey Anton, CFP
Certified Financial Planner and Founder
Tracey founded T. Anton Investment house to help people grow their wealth to fulfill their dreams. She focuses on money management as well as retirement planning, income tax planning and estate planning. With more than 28 years of experience guiding client’s, she has seen the benefits of decisions implemented in the past enabling clients to reach their financial goals. She can be heard on her weekly radio program, every Tuesday at 8:00 am and Friday at 8:30 am, on WIBA 1310, "Straight Talk From the House”. On her off days, she enjoys spending time with her husband Doug and participating in philanthropic causes.
"As a child, my parents told me to treat others the way I wanted to be treated: that simple advice taken to heart molded me into one who cares, encourages and guides others in having the audacity to be a positive influence." Brenda Sims
Director of Investment Management
Brenda has worked in the investment advisory business for over 13 years in a client service capacity. She currently holds the Series 65 license and previously held Series 6 and 63 licenses. She has a great enthusiasm for helping others to thrive and to live life more abundantly. When she’s not at work, Brenda enjoys ministering, the outdoors, walking, and watching football.
"Both personally and professionally, I’ve witnessed the truly remarkable difference a well thought out investment and estate plan can make on individuals and families. The process of Financial planning allows me the honor of helping create that positive difference and live out my small-town values of hard work, putting others first and the desire to make the world a better place. " Erik Barker
Erik graduated from UW Madison with a degree in Personal Finance – Financial Planning. He currently holds 65 license and plans to take the Certified Financial Planner exam after graduation. He has worked for the Investment house for over two years. Outside of work, Erik enjoys spending his time fishing, skiing, and hiking.
"I never thought I would run a marathon in my life, but I ended up running the Chicago Marathon in 2013. On the days it was tough to run and I wanted to quit, I remember that I wasn’t running for myself. I was running for something greater than me…to build a well in Africa for a village to have clean water. Remembering the “why” gave me the tenacity and perseverance to complete the race. It gives me great joy to apply this same level of tenacity in my work life helping clients reach their financial goals. " Kimberly Krueger
Client Support Specialist
Kimberly brings eight years of experience in the areas of finance and wealth management. As someone who enjoys encouraging others and problem solving, she thrives on taking something that is complicated and making it simple. Her warm and friendly personality will put you at ease while servicing your financial needs. If you want to establish an account, transfer an account, or have a question about your accounts, Kimberly will take care of you. In her free time, you’ll find her and her dog, Lacey, exploring the outdoors. Her lifetime goal to is visit each National Park (visited 21 out of 62 and counting!)
"A passion of mine is discovering what is most meaningful to others. As such, I’m grateful to be in a career where uncovering what really matters to clients is crucial. I’m even more grateful for the opportunity to then deliver on it with a company and a team where this is prioritized - providing effective guidance and strategies built around what matters most. " Katie Lindquist
Katie brings over a decade of professional experience, including five years in financial services advising clients in residential and investment real estate financing. Katie believes trust, integrity, and diligence are an essential combination for successful financial planning, inspiring her to always bring a high level of attentiveness and dedication. Katie graduated with her Bachelor of Science from UW-Madison, currently holds the Series 65 license, and is enrolled in an education program to obtain her CERTIFIED FINANCIAL PLANNER™ certification and eventual MPAS® designation. Outside of the office, Katie enjoys spending time with her family and friends, being outdoors, and volunteering.