About Us
We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Steven Romagna, CFP®
- Executive Vice President
- PIM Portfolio Manager
Steven Romagna, CFP®
- Executive Vice President
- PIM Portfolio Manager
Steve Romagna, CFP®, is the Executive Vice President of Romagna Wealth Management Group. As a financial advisor for over 25 years, he enjoys serving each of his clients’ unique needs and helping them succeed financially. Steve’s passion is employing a process that allows his clients clearly to articulate their goals and implement a customized plan to pursue them. He takes pride in helping clients plan their retirement and being a resource for all their retirement questions, concerns or uncertainties.
After graduating from UW-Madison in 1996, Steve started his career with Prudential Securities*. After several years of learning the ins and outs of financial advising, he wanted to provide even more for his clients and their interests, so he launched Romagna Wealth Management Group in 2014.
In 2012, Steve earned his CERTIFIED FINANCIAL PLANNER™ certification, which is awarded only to those who complete a rigorous course of study and abide by a strict code of ethics to maintain their technical competency. He was also named Forbes Best-In-State Wealth Advisor for 2020 and 2021**.
Outside of the office, Steve is very passionate about his family. He can usually be found coaching or volunteering for one of his four children’s schools, hockey rink, baseball diamond or football field. The Romagna family also regularly travels to Cocoa Beach, Florida, to visit family.
Steve’s hard work and discipline also transfer over to his life outside of work. Knowing how important it is to maintain a healthy work/life balance, Steve and his wife, Jennifer, bike and run the hills near their Richfield home. Steve particularly enjoys working out in the morning before heading to work or training for his next triathlon (having completed his first in 2013). He also enjoys playing basketball, woodworking or making an authentic southern BBQ to share with friends and family.
A life-long resident of the Milwaukee area, Steve believes it is essential to give back to the local community. He has volunteered for the Education Foundation of Wauwatosa and the Brookfield Jaycees.
CA Insurance License Number: 0G62629. Resident State WI.
*A predecessor firm of Wells Fargo Advisors
**The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
After graduating from UW-Madison in 1996, Steve started his career with Prudential Securities*. After several years of learning the ins and outs of financial advising, he wanted to provide even more for his clients and their interests, so he launched Romagna Wealth Management Group in 2014.
In 2012, Steve earned his CERTIFIED FINANCIAL PLANNER™ certification, which is awarded only to those who complete a rigorous course of study and abide by a strict code of ethics to maintain their technical competency. He was also named Forbes Best-In-State Wealth Advisor for 2020 and 2021**.
Outside of the office, Steve is very passionate about his family. He can usually be found coaching or volunteering for one of his four children’s schools, hockey rink, baseball diamond or football field. The Romagna family also regularly travels to Cocoa Beach, Florida, to visit family.
Steve’s hard work and discipline also transfer over to his life outside of work. Knowing how important it is to maintain a healthy work/life balance, Steve and his wife, Jennifer, bike and run the hills near their Richfield home. Steve particularly enjoys working out in the morning before heading to work or training for his next triathlon (having completed his first in 2013). He also enjoys playing basketball, woodworking or making an authentic southern BBQ to share with friends and family.
A life-long resident of the Milwaukee area, Steve believes it is essential to give back to the local community. He has volunteered for the Education Foundation of Wauwatosa and the Brookfield Jaycees.
CA Insurance License Number: 0G62629. Resident State WI.
*A predecessor firm of Wells Fargo Advisors
**The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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Cathleen Ristau
- Senior Client Associate
Cathleen Ristau
- Senior Client Associate
Cathleen Ristau brings over 25 years of outstanding client service to Romagna Wealth Management Group. She is a hard-working individual who truly enjoys speaking with clients and getting to know them personally. Cathleen prides herself on delivering the best service for her clients and always leaves a smile on their faces.
After graduating from the University of Wisconsin, Milwaukee, Cathleen started her career in retail management. She trained people in providing the best customer service possible. She was able to carry these skills over to Prudential Securities* in 1997 as a Branch Administrator. Being a client associate for over a decade now, Cathleen knows everything from HR duties, compliance, operations and more!
Outside of the office, Cathleen is a social butterfly. She enjoys everything water and sunshine, such as taking a jet ski or pontoon ride with her family. She also loves to vacation with her husband at their condo in Indian Shores, Florida, or invite friends and family to their seasonal cottage on a lake nearby their home.
In the cold, Wisconsin winters, Cathleen enjoys completing projects around the house, such as refinishing tables and cabinets or doing small home remodeling projects.
A fun fact about Cathleen is that she loves to listen to senior citizens’ stories and memories! Their experiences and adventures are always fascinating to hear.
*A predecessor firm of Wells Fargo Advisors
After graduating from the University of Wisconsin, Milwaukee, Cathleen started her career in retail management. She trained people in providing the best customer service possible. She was able to carry these skills over to Prudential Securities* in 1997 as a Branch Administrator. Being a client associate for over a decade now, Cathleen knows everything from HR duties, compliance, operations and more!
Outside of the office, Cathleen is a social butterfly. She enjoys everything water and sunshine, such as taking a jet ski or pontoon ride with her family. She also loves to vacation with her husband at their condo in Indian Shores, Florida, or invite friends and family to their seasonal cottage on a lake nearby their home.
In the cold, Wisconsin winters, Cathleen enjoys completing projects around the house, such as refinishing tables and cabinets or doing small home remodeling projects.
A fun fact about Cathleen is that she loves to listen to senior citizens’ stories and memories! Their experiences and adventures are always fascinating to hear.
*A predecessor firm of Wells Fargo Advisors
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Jonathan Walther
- Financial Advisor
Jonathan Walther
- Financial Advisor
As a car guy, Jon knows – when you’re in the right vehicle, getting to your destination is more enjoyable and can feel effortless. Whether you have a farm truck or a sports car, everyone has unique requirements and preferences in order to satisfy their needs. Similarly, there are various investment vehicles that individuals can implement to accomplish their retirement goals. But where do you start? In his role as a financial advisor at Romagna Wealth Management, Jon works diligently to understand clients’ unique situations, create achievable plans, and guide clients to their goals as life circumstances change.
Prior to joining Romagna Wealth Management, Jon worked at Stephens Inc., a family-owned Investment Bank in Little Rock, Arkansas. His primary duties focused on Institutional Equity Research covering financial institutions. As an equity research associate, Jon worked closely with the financial institutions team to prepare comprehensive company and industry research reports. This research was utilized to provide equity investment recommendations to institutional clients.
Before entering the financial services industry, Jon graduated from the University of Wisconsin Milwaukee with a bachelor’s degree in finance, as well as completing a rigorous 21-month applied finance program known as the Investment Management Certificate Program (IMCP). While in the IMCP, he helped manage ~$10 million in portfolios, executed in-depth fundamental company analysis, and presented portfolio performance / risk characteristics to the IMCP advisory council.
Along with Steve’s 25+ years of financial experience and product depth, Jon draws on his investment experience to have a positive impact on clients at Romagna Wealth Management.
Outside of the office, Jon has a passion for all things automotive and enjoys everything the state has to offer – from varied seasonal activities to Wisconsin sports. Having grown up in Germantown, he was excited to have the opportunity to come home to his native Wisconsin and be in a position where he can use his financial knowledge to have a positive impact on clients in his local community. When you see him, ask him what he’s working on in the garage!
Prior to joining Romagna Wealth Management, Jon worked at Stephens Inc., a family-owned Investment Bank in Little Rock, Arkansas. His primary duties focused on Institutional Equity Research covering financial institutions. As an equity research associate, Jon worked closely with the financial institutions team to prepare comprehensive company and industry research reports. This research was utilized to provide equity investment recommendations to institutional clients.
Before entering the financial services industry, Jon graduated from the University of Wisconsin Milwaukee with a bachelor’s degree in finance, as well as completing a rigorous 21-month applied finance program known as the Investment Management Certificate Program (IMCP). While in the IMCP, he helped manage ~$10 million in portfolios, executed in-depth fundamental company analysis, and presented portfolio performance / risk characteristics to the IMCP advisory council.
Along with Steve’s 25+ years of financial experience and product depth, Jon draws on his investment experience to have a positive impact on clients at Romagna Wealth Management.
Outside of the office, Jon has a passion for all things automotive and enjoys everything the state has to offer – from varied seasonal activities to Wisconsin sports. Having grown up in Germantown, he was excited to have the opportunity to come home to his native Wisconsin and be in a position where he can use his financial knowledge to have a positive impact on clients in his local community. When you see him, ask him what he’s working on in the garage!
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