Broker Check


Our Team

Stephenson Juley, ChFC®

Director of Financial Planning, Financial Services Representative, Partner of The AdvisoryOne Group**

Well into his third decade in the financial services industry, Steve has developed recognized knowledge in the advanced business and personal planning arenas. He is experienced in the use and implementation of such advanced concepts as...

Read more

Joel Rovner, CLU®, ChFC®

Financial Services Representative, Financial Planner, Partner of The AdvisoryOne Group**

Joel has been servicing his clients' insurance and financial needs since 1971. His practice focuses primarily on Employee Benefits, Salary Continuation and Executive Compensation Plans. He also works in the areas of Estate Conservation...

Read more

Maria Jarvis, CLU®, ChFC®

Broker, Registered Representative, Partner of The AdvisoryOne Group**

Maria has been helping clients meet their financial goals for over 30 years. Her career began on the risk management side of the business at Northwestern Mutual; she then transitioned over to the investment arm of Robert W. Baird,...

Read more

Todd Chalem, MBA, CFP®

Financial Services Representative, Financial Planner, Partner of The AdvisoryOne Group**

Todd is committed to helping clients achieve their financial goals. He grew up around two family businesses and has been a small business owner himself. He understands the rewards as well as the challenges that face business owners and...

Read more

Geoffrey C. Steger, CLU®, ChFC®, CASL®, CAP®

Financial Services Representative

Geoff has been helping clients reach their financial goals since he joined New England Financial in 1976. His experience has allowed him to develop expertise in many areas including Individual Life and Disability Income Insurance,...

Read more

Steve R. Herrmann, CFP®, ChFC®

Financial Services Representative

A practicing financial planner, Steve is a business planning strategist offering a concierge service for select clients that is a results-driven with a formal strategic process wrapped in unparalleled service. He acts as a resource to...

Read more

Robert T. Weil, AWMA®, CRPC®

Financial Advisor, Financial Planner

Robert has been a financial advisor for almost three decades, working with business owners, executives and families along many facets of their financial plans. In addition to providing financial planning and investment management...

Read more

David C. Steger

Financial Services Representative

David is the third generation of his family to work in financial services, beginning with his grandfather in 1948. He earned his Master's Degree in Finance from the University of Notre Dame, where he graduated Magna Cum Laude with a...

Read more

Kathryn Munoz

Director of Operations

With over 25 years of financial services experiences, Kathryn oversees the day to day activities of our organization. She operates from a client oriented and service based perspective, and her mission is to provide the highest level of...

Read more

Erin Williams

Manager of Client Relationships & Marketing

A recent transplant from Ohio, Erin is thrilled to be joining the team at AdvisoryOne Group. She is a graduate of Bowling Green State University where she studied History and Environmental Science. Erin began her career in finance in...

Read more

Roseann Lund

Client Relationship Coordinator

Roseann originally joined New England Financial over 30 years ago. She is invaluable to the team, as well as to their clients. Roseann handles all client service calls and is able to troubleshoot and resolve issues. In the balance of...

Read more

Erin Juley

Paraplanner

Erin is excited to join the AdvisoryOne Group, work alongside her parents, and the rest of the team. Erin played D1 collegiate volleyball at University of California, Long Beach and the University of Wisconsin. Following in the steps...

Read more

** Partner titles are those afforded to partners of The AdvisoryOne Group, LLLP.