Our Team
Clint Walkner
Clint has built a clientele that consists of individuals and small business owners, placing emphasis on creating investment, insurance and asset allocation plans. He also has an intricate knowledge of state and federal retirement plans, including pension income projections.
Education
University of Wisconsin-Madison
Bachelor of Science degree in Accounting and Marketing
Experience
Clint has worked in the financial services industry since 2000. He is an avid speaker at UW Credit Union and business seminars, covering a variety of financial topics.
Contact
To schedule an appointment with Clint, please call 608-232-5000, ext. 2107, or email clint@uwcuinvestmentservices.org
Nate Condon
Nate helps his clients create well rounded, investment plans to pursue their financial dreams. His experience in real estate gives his clients a resource to balance both market and real estate investments.
Education
University of Wisconsin-Whitewater
Bachelor of Science degree in Finance and Management
Experience
Nate has a strong background in the financial industry previously working at Wells Fargo.
Family
Nate lives in Cottage Grove with his wife and two children.
Contact
To schedule an appointment with Nate, please call 608-232-5000, ext. 2107, or email nate@uwcuinvestmentservices.org
Jeremy Marshall
Jeremy's financial planning practice includes asset allocation, retirement planning and insurance analysis for both individuals and businesses.
Education
University of Wisconsin-Madison
Bachelor of Science degree in Economics
Membership and Licenses
National Association of Insurance and Financial Advisors
Wisconsin Insurance, Licensed for both life and health insurance
Investment Adviser Representative with Securities America Advisors, Inc.
Contact
To schedule an appointment with Jeremy, please call 608-232-5000, ext. 2107, or email jeremy@uwcuinvestmentservices.org
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