Jon is a Financial Advisor at Romagna Wealth Management who helps clients turn retirement goals into clear, achievable plans. He listens to each client’s unique situation, builds tailored strategies using the most appropriate investment vehicles, and provides ongoing guidance as life and markets change. Jon’s approach is practical and client-centered: he tries to translate complex investment concepts into straightforward plans so clients can pursue their goals with confidence.

Jon began his career in institutional equity research at Stephens Inc., a family-owned investment bank in Little Rock, where he prepared company and industry research used to shape equity recommendations for institutional clients. He holds a bachelor’s degree in Finance from the University of Wisconsin– Milwaukee and completed the 21 month Investment Management Certificate Program (IMCP), during which he helped manage roughly $10 million in student portfolios and presented portfolio performance and risk analysis to the IMCP advisory council.

Working alongside Romagna Wealth Management’s leadership, Jon combines his hands-on investment experience with the practice’s deep product knowledge to try to deliver measurable value for local clients. A lifelong Wisconsin resident raised in Germantown, he returned home to apply his financial expertise in service of his community. Outside the office, Jon spends his time on the golf course or the soccer field and is an avid car enthusiast.

Joel Hoeffler brings a strong foundation in finance and investment management to his role as a financial advisor at Romagna Wealth Management Group. He earned his Bachelor of Business Administration in Finance from the University of Wisconsin–Milwaukee and went on to complete the Graduate School of Banking’s Certificate of Executive Leadership at the University of Wisconsin–Madison. He also holds an Investment Management Certificate from the University of Wisconsin–Milwaukee.

Before joining Romagna Wealth Management Group, Joel built a diverse career in banking, investment banking and equity research, investor relations, and buy-side investment management. His expertise lies in investment management, with a focus on equity research and analysis. One of his proudest professional accomplishments was authoring thought-provoking research on NCR that not only challenged conventional views but also contributed to the company restructuring into NCR Voyix and NCR Atleos, unlocking significant shareholder value.

At Romagna Wealth Management, Joel is passionate about building meaningful client relationships and helping guide individuals toward financial independence. He takes pride in listening to clients’ goals and ambitions and then developing strategies to help them achieve lasting success.

Joel’s long-term mindset, critical thinking, and loyalty define both his professional approach and personal life. Outside of the office, he enjoys golf, investing, and exploring the outdoors. Among his favorite travel experiences is visiting Yosemite National Park. He also recommends The Psychology of Money by Morgan Housel, a book that aligns with his own philosophy of always putting others’ best interests first.

Cathleen Ristau brings over 27 years of outstanding client service to the 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 employees 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 enjoys everything warm weather, water, and sunshine, such as hosting friends at the family’s seasonal cottage. She loves pontoon rides, enjoys jet ski rides every now and then, and hiking in the beautiful Northern Kettle Moraine.

In the cold Wisconsin winters, Cathleen enjoys vacationing with her husband at their condo in sunny Indian Shores, Florida, and inviting friends and family to join whenever possible. Also, she and her husband frequently host Game Nights in their home.

A fun fact about Cathleen is that she loves trying old-fashioned Supper Clubs and visiting with senior citizens, listening to their stories and memories! Their experiences and adventures are always fascinating to hear.

*A predecessor firm of Wells Fargo Advisors