Fiduciary Financial Planning Network

Michael Swartz is a financial advisor with Fiduciary Financial Planning Network in Onalaska, WI, holding Series 63 and Series 65 designations and seven years of industry experience. His prior work includes roles at La Crosse Financial Planning Inc., Voya Financial Advisors, Inc., Mass Mutual Life Insurance Company, and Braun Intertec Corporation. Outside of his advisory role, he is involved in independent insurance sales and owns Swartz Financial Planning, a financial services business. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses, offering financial planning and both discretionary and non-discretionary portfolio management. The firm focuses on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed income, with documented investment policies and tax-efficient asset allocation.

Kathryn Wiegrefe is a financial advisor with Fiduciary Financial Planning Network, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has been with Mutual of Omaha since 2014. Outside of advising, she serves as an election worker, assisting voters and ensuring election integrity during election days. Fiduciary Financial Planning Network provides financial planning and portfolio management services to individuals, including high-net-worth clients, and small businesses. The firm emphasizes index-based, long-term buy-and-hold investment strategies with a focus on tax efficiency and documented client risk tolerance.

Gregory Mc Call is a financial advisor at Fiduciary Financial Planning Network with 5 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Northwestern Mutual Wealth Management Company and investment services, as well as experience with sports organizations such as the Tacoma Rainiers and Milwaukee Brewers. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses by providing financial planning and portfolio management services. The firm focuses on index-based, long-term buy-and-hold strategies using ETFs, mutual funds, and fixed-income allocations, with an emphasis on documented risk tolerance, tax-efficient asset placement, and client education.

Freeman Linde is a CFP® with nine years of industry experience, currently serving at Fiduciary Financial Planning Network. His prior experience includes roles at La Crosse Financial Planning Inc., Voya Financial Advisors, Inc., MSI/MML Investors Services, LLC, and Massachusetts Mutual Life Insurance. He hosts and writes for the RetireMentorship podcast and blog, which offers educational content on retirement topics to the public. Fiduciary Financial Planning Network is a team of five advisors providing financial planning and portfolio management services to individuals, including high-net-worth clients, and small businesses. The firm uses an index-based, long-term investment approach with an emphasis on ETFs, mutual funds, and fixed-income allocations.

Benjamin Gibson is a Series 65-licensed advisor at Fiduciary Financial Planning Network with three years of industry experience. He has worked at La Crosse Financial Planning since 2022 and previously held roles at Viterbo University and Somerby Golf Club. Fiduciary Financial Planning Network serves individuals, including high-net-worth clients, and small businesses with financial planning and portfolio management services. The firm employs a long-term, index-based investment approach utilizing ETFs, mutual funds, and fixed-income allocations, with an emphasis on documented risk tolerance and tax-efficient strategies.