Jerry founded Prescient Financial Solutions with the goal of impacting people’s lives by providing security and clarity through comprehensive financial planning. Through Jerry’s leadership and vision, our team helps individuals and businesses optimize the accumulation, protection, distribution, and succession of their wealth by providing expertise in the interdependence of how all aspects of financial planning fit together.

Prior to starting with Northwestern Mutual in 1999, Jerry had a successful career as an engineer (PE) and manufacturing management. Today, Jerry proudly leads Prescient Financial Solutions with the highest standards of integrity and enjoys providing clients with actionable and empowering financial support to unlock bottom-up potential.

Jerry and his wife Peggy reside in Franklin, and together they enjoy spending time with their children Jackson and Jenna. Also a car guy at heart, Jerry can also be found restoring, collecting, and racing cars in his free time.

• Certified Private Wealth Advisor Designation (CPWA®)
• Accredited Estate Planner Designation (AEP®)
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• Chartered Life Underwriter Designation (CLU®)
• Marquette University: Master’s in Business Administration (MBA)
• University of Wisconsin-Milwaukee: Bachelor of Science in Mechanical Engineering
• FINRA Series 7 and 66 registrations / Wisconsin Life, Disability, & Long-Term Care Insurance Licenses

Meet Matt - he's the President, Co-Partner, and Private Wealth Advisor at PFS. With over 14 years of experience in the financial industry, Matt has helped hundreds of clients achieve financial independence through his expertise in leadership and investment relations. What sets Matt apart is his commitment to his clients - he firmly believes in positioning his clients for long-term success that interlaces sustainability with generational scalability. He does this while always keeping his client's best interests at the forefront of everything he does, delivering advice through an honest, transparent, and unbiased lens. Matt enjoys spending time with his wife and three sons. He's an avid basketball player, fisherman, golfer, and pheasant hunter, but his family always comes first. As his client, you can expect to become a part of Matt's circle and receive the same level of care and dedication that he shows his family.

• Retirement Income Certified Professional (RICP®)
• Certified Financial Planner Professional (CFP®)
• Certified Investment Management Analysts (CIMA®)
• University of Wisconsin-Milwaukee: Bachelor of Business Administration, Emphasis in Finance
• FINRA Series 7 and 66 registrations / Wisconsin Life, Disability, & Long-Term Care Insurance Licenses

As a Private Wealth Advisor and Partner of Prescient Financial Solutions, Dustin Ashley is an experienced professional within the financial services industry committed to the execution of the long-term vision of the firm, while consistently ensuring the highest standards of client relationships. Dustin serves as an integral member of the PFS team, with a primary focus on wealth management and strategic financial positioning with clients during both their wealth accumulation years, and also throughout their distribution and wealth transferring stages of life. Dustin works directly with clients, helping them develop and implement a personalized financial plan synchronizing risk management, wealth management, tax strategy, estate planning, and retirement income distribution through a centralized platform.

Dustin initially began his career with Northwestern Mutual in 2016. Prior, he was able to play NCAA Division 1 collegiate and professional soccer, while earning his degree as a student athlete from the University of Wisconsin-Milwaukee. He joined Prescient Financial Solutions in 2019 and was named partner in 2021.

Originally from Racine, WI, Dustin currently resides in Wauwatosa, WI with his girlfriend Tori. When he’s not working, Dustin enjoys spending his free time with family and friends – especially being Up-North at his cabin in Crivitz, as well as playing golf, CrossFit, and following his favorite sports teams!

• Certification in Long-Term Care (CLTC®)
• University of Wisconsin-Milwaukee: Bachelor of Business Administration: Marketing
• FINRA Series 7, 6 and 63 registrations / Wisconsin Life, Disability, & Long-Term Care Insurance Licenses

As a Private Wealth Advisor, Dan brings a wealth of knowledge to his role as a trusted advisor to his clients and their families. This includes extensive expertise involving sustainable financial planning, investment management, wealth preservation, and positioning his clients for success regardless of what changes life may bring. Dan is versed in asset-protection strategies, risk-assessing processes, and keeps a firm pulse on market conditions, tax law changes, and financial service industry trends to create the most effective financial plans for his clients that benefit them long term. He is passionate about providing full-circle advice to his clients and takes pride in his ability to build a deep understanding of his clients and their financial requirements.

Prior to becoming a Private Wealth Advisor with PFS 2013, Dan worked at the corporate headquarters of Ameriprise Financial in Minneapolis, MN. This was upon attaining a BA in Business focusing on Finance and Risk Management from the University of Wisconsin-Madison. At Ameriprise Financial, Dan helped clients bridge goals and aspirations with sound financial solutions, supported financial team development, and ensuring all parties involved felt confident in progressing forward.

Dan resides in Wauwatosa with his wife Alex, daughters Goldie and Lottie, and their Old English Sheepdog named Doug. When not occupied with his professional responsibilities, Dan likes to make the most of his leisure time by checking out new restaurants around town, traveling, sailing on Lake Michigan, and hanging out in the Northwoods at his family cabin. Dan is also an avid sports fan (Go Bucks, Brewers, Badgers, and Packers!), participates year-round in adult recreational sports leagues, and enjoys attending concerts of all genres. In fact, he's a secret "Parrothead," having seen Jimmy Buffett in concert almost 20 times.

• CERTIFIED FINANCIAL PLANNER™ Professional
• Chartered Financial Analyst (CFA®)
• Chartered Alternative Investment Analyst
• University of Wisconsin-Madison: Bachelor of Business Administration with an emphasis in Finance & Risk Management
• FINRA Series 7 and 63 registrations / Wisconsin Life, Disability, & Long-Term Care Insurance Licenses

Offering an evidence-based approach to financial planning, Michael Ribar is a seasoned financial advisor with a passion for helping others transform their financial goals into actionable steps forward. To date, Michael holds an extensive background in financial strategy evaluations, tailored money management, generational wealth, and portfolio optimization. In addition, he is a professional who takes pride in forming lasting relationships with his clients based on transparency and mutual respect and proving that with the right strategy and approaches, anyone regardless of their starting point can achieve a financially secure future.

Prior to joining Prescient Financial Solutions in 2023, Michael worked as a Northwestern Mutual Financial Adviser starting in 2017. This was following a successful career in the Sports Medicine Field at Froedtert Hospital, where he worked his way up through management and led the growth of several revenue centers. He also has a bachelor's degree in Kinesiology from UW-Milwaukee, an MBA from Benedictine University, and is FINRA Series 6 & 63 certified. During his early years as a financial advisor, Michael focused heavily on helping his clients understand investment management and grow their wealth. Of course, doing so while ensuring they feel confident in their trajectory will always remain aligned with their individual goals.

At Prescient Financial Solutions, Michael is a devoted liaison between innovative vision and actionable milestones to secure viable, growth-driven futures for clients. He is committed to providing clients with the support they need to meet their goals and does this by providing tailored financial advice while building internal/external relationships founded on mutual respect and transparency. Overall, Michael brings to the table an extensive background in evaluating financial strategies, market trends, risk management, and customized investment solutions. Even more, he brings a commitment to ensuring clients achieve financial security, freedom, and independence.

Michael grew up in Wauwatosa, Wisconsin, and now resides in Richfield, Wisconsin with his wife and their three boys. Outside of PFS, you can usually find him working on cars, taking on DIY projects, enjoying the outdoors, and participating in sports. In fact, Michael is a former D1 College Athlete and is in the Wauwatosa West H.S. Athletics Hall of Fame.

• University of Wisconsin Milwaukee: Bachelor of Science in Kinesiology
• Benedictine University: Masters of Business Administration, Entrepreneur emphasis
• FINRA Series 6, 63 and SIE registrations

Tino is a central support system for our team. Whether that be nurturing new and existing client relationships, rectifying existing capacities, or identifying new gateways for growth, every effort boils down to Tino's commitment to building meaningful relationships. Tino firmly believes that the avenue for genuine growth comes from shared-value adaptation and strong partnerships.

Before joining PFS in 2024, Tino held various leadership and advisory roles, including Senior Business Development Officer and Senior Client Advisor at PNC Private Bank. Tino joined the financial consulting space because he values trust and communication, and he enjoys educating others about the importance of solid financial planning that makes looking ahead exciting.

Tino resides in Milwaukee with his wife and two hockey-playing boys and is often spotted volunteering with nonprofits. This includes the Milwaukee Youth Symphony Orchestra, the Milwaukee Youth Arts Center, and the non-profit organization Secure Futures. In his free time, Tino also enjoys staying fit at the gym, spending time with his family and dog PJ, and traveling back to his hometown in Banff, Alberta to nostalgically admire the Canadian Rockies.

• University of Calgary BPE, Secondary Education

Interlacing business strategy with creative direction, Megan McKay is Prescient Financial Solutions’ Chief Communications & Marketing Officer who specializes heavily in rendering authentic connections with clients and accentuating organizational objectives. Megan has a rich background in facilitating meaningful internal and social engagements, cohesive messaging, and developing value-based tools that pedestal the firm’s transparency. Megan is highly passionate about raising the standards of authentic internal and external communications and most importantly, ensuring clients know that when they pursue PFS, they are connecting with more than just a representative; they are connecting with a partner.

Megan initially began her career in education after earning her Bachelor of Education from Carroll University. She shifted her focus to Finance upon joining Northwestern Mutual in 2015 where she worked as a Client Relations Manager for a team out in Newport Beach, CA and soon scaled to support several business areas for the next 5+ years, including insurance, planning, marketing, and dynamic administrative relations. Later moving back to her hometown of Milwaukee, Wisconsin in 2020, Megan since blended her experiences in building client relationships, business accentuation, and marketing engagements to join Prescient Financial Solutions.

Megan currently lives in Brookfield and spends her spare time volunteering with Big Brothers Big Sisters, throwing down in the kitchen, and enjoying quality time with her family, friends, and her senior rescue dog, Winnie.

• Carrol University: Bachelor of Science – Elementary Education
• Wisconsin Life, Disability, & Long-Term Care Insurance Licenses

As an Associate Private Wealth Advisor and our Director of Planning Services, Hope specializes heavily in comprehensive financial planning, complex retirement modeling, financial planning operations, meeting facilitation, and ensuring every client interaction is accompanied by exceptional service. Hope has built a strong reputation for delivering articulate support, guidance, and tools that position clients to not just achieve financially balanced futures but ultimately spearhead the wealth-building game. Hope enjoys working both directly and indirectly with clients. This ranges from communication bridging, to optimizing asset-protection strategies and risk-assessments to ensure sound financial decisions are made with the accumulation, distribution, and succession of wealth as a collective.

Hope has been part of the team since 2018. She was an intern with us for two years before attaining her Bachelor of Business Administration with a dual focus on Finance and Marketing from Milwaukee School of Engineering. With a passion for learning and proactive nature, Hope elevated her career in financial planning with a unique background in each department on our team. Through directly supporting a fast-growing business, she learned how each aspect of the profession works on their own and as a collective.

Hope is a native of the Upper Peninsula of Michigan and spent time traveling the Midwest before planting roots in Milwaukee in 2023. When she is not working, Hope loves traveling, hiking, spending time with loved ones and she is an avid scuba diver. Under the water, Hope frequently explores Great Lakes shipwrecks, vacation dives and assists with various Great Lakes clean-up efforts.

• MSOE: Bachelor of Business Administration – Finance and Marketing
• FINRA Series 7 and 63 registrations
• Wisconsin Life, Disability, & Long-Term Care Insurance Licenses

Brandon is our Director of Investments with over 10+ years specializing in wealth accentuation, portfolio management, and overall investment sustainability. Also a Chartered Financial Analyst (CFA®), Brandon brings an extensive background involving executive function, high-profile investment relations, strategy consultation, and a verifiable track record of transforming client goals into tangible realities. Brandon’s investment strategy and philosophy rests on optimizing results and experiences hand-in-hand, something he has demonstrated possible for the last decade. Overall, Brandon enjoys being a liaison between innovative vision and actionable milestones, is an advocate for rendering shared-value partnerships, and ultimately influencing viable, mutually beneficial trajectories by upholding the highest standards of people-centrism, ethics, and investment integrity.

Prior to joining PFS in 2021, Brandon began his career as an Equity Research Analyst at a small-cap investment firm, soon scaling to spend a total of four years as an Investment Consultant with Northwestern Mutual. Notably during these tenures, Brandon built a large client list and became renowned for maximizing the performance and stabilization of each profile and streamlining every investment strategy implementation. Also bearing a keen eye for detail and possessing high level analytical skills, Brandon was respected for advancing investment capabilities, identifying high reward/low risk opportunities, and aligning ROI priorities with his team, stakeholders, and clients' best interests always at the forefront.

Brandon resides in Germantown with his wife and two sons - Easton and Reed, and enjoys spending his free time reading, with family, and being outdoors.

• University of Wisconsin-Whitewater: Bachelor of Finance
• Chartered Financial Analyst (CFA®)
• FINRA Series 7 registrations

As our Director of Investments and Operations, Jerrod Walton utilizes his experience to accentuate our team’s investment-based operational growth, portfolio analysis, and overall investment relation success. Collectively, Jerrod’s professional achievements are a direct reflection of his unique combination of analytical skills, attention to detail and personal relations that make exclusive investment opportunities possible with continued efficiency. More characteristically, it is strongly tied to his firm values towards ethical leadership, devotion to the client experience, and ambitions to strategize outcomes that create positive, mutually beneficial impacts.

Before joining PFS in 2021, Jerrod built an inventory of experiences in the financial service sector. Notably, Jerrod worked as a Mutual Fund Specialist at US Bank, specializing heavily in client services and account operations. This preceded attaining a BA in Finance from the University of Sioux Falls where he also played college basketball.

Jerrod grew up in Mequon Wisconsin, is an avid edge-seated football fan (go Giants!), a for-fun basketball player, and enjoys spending the majority of his time with family and friends. He is also a fervent traveler, whether that be hopping on a plane to explore somewhere new or taking advantage of all that Milwaukee has to offer.

• West Texas A&M University: Bachelor of Business Administration
• FINRA Series 7 & 63 registrations

Paul is a seasoned Financial Planning Associate who is passionate about delivering quality insight, advice, and experience-driven support that exceeds client expectations. With a wealth of experience consulting with clients of diverse profiles, Paul is versed in developing progressive financial strategies, money management, leveraging financial software, and making retirement a little less stressful with in-depth tax and distribution planning. Through careful and thorough analysis, Paul works closely with his clients to define their specific objectives, develop a personalized, actionable plan, and provide custom guidance to help make these goals a reality.

With a financial services background dating back to 2008, Paul has spent over 12+ years professionalizing in account management, sales, and all segments of financial consultation. Notably, this includes initially working for Northwestern Mutual in 2008, scaling to support several other renowned Wealth Management practices in the Milwaukee area. Paul joined PFS in 2020 and is respected for providing concierge financial support, his adeptness with financial planning software, and more intrinsically – for bridging financial aspirations with the best path(s) forward.

A native of Wisconsin, Paul currently resides in Menomonee Falls with his wife, Rachel, their son, Easton, and their black labs, Dooley and Rocky. When he is not working, you can usually find him playing sports, hunting, and fishing.

• FINRA Series 6, 7 and 63 registrations
• Wisconsin Life & Health Insurance Licenses

Andrew Harrison is a respected Financial Planning Analyst with a wealth of experience helping clients exceed their financial freedom goals. His primary responsibilities involve conducting comprehensive financial analyses for clients, providing support to the advisors and ultimately leading clients to financial stability through comprehensive financial planning. Overall, Andrew's professional values center on influencing healthy money mindsets and establishing close relationships with clients. Though Andrew's motivation stems from seeing others succeed, it also comes from a place of recognizing that every chapter of life comes with known and unknown risks, and a passion for addressing them through holistic planning.

Andrew began delving into financial planning in 2017 as a Financial Planning Analyst for a wealth management firm in Tennessee, later working with a team in Minnesota. Andrew’s background holds deep roots involving tailored financial planning, face-to-face client engagements, sustainable wealth-building, and ultimately offering his clients the peace of mind. Applying those same values at Prescient Financial Solutions upon joining in 2023, Andrew enjoys guiding others on creating comprehensive financial roadmaps while ensuring they receive the most positive, seamless, and all-around productive experiences they deserve.

Andrew is a Knoxville, TN native new to the Milwaukee area and enjoys exploring new places, scoping out unique coffee spots, and spending time with family and friends. Additionally, Andrew is a dedicated coach and competitive sportsman of clay shooting.

• FINRA Series 7 and 63 registrations

Merek is a highly skilled Associate Private Wealth Advisor whose passion lies in guiding others toward success, all while ensuring they feel confident and supported as they navigate their financial journeys. His responsibilities range from assisting advisors with client servicing, developing financial plans, and promoting healthy communication to truly understand his clients. Merek is revered by his peers for his dedication to his client's well-being and futures. He has become known for his ability to tailor financial plans that meet the unique needs of his clients and his commitment to building strong relationships founded on the pillars of transparency and mutual respect.

Merek's previous experience includes multiple roles in an investment firm, where he honed his skills in client servicing and financial plan development. Merek has developed exceptional insights and industry adeptness that have made him a respected financial expert – all key skills and passion-led approaches he has brought to the PFS team since joining in 2023.

Calling downtown Milwaukee their new home, Merek and his fiancé Abigail recently moved to the area from Oconomowoc, Wisconsin this past Fall of 2023. When he is not with a client or brainstorming with the team, Merek enjoys hiking, traveling, and spending time with friends and family.

• University of Wisconsin – Madison: Bachelor of Science, Economics
• University of Wisconsin – Whitewater: Masters of Business Administration
• FINRA Series 7 and 66 registrations / Wisconsin Life, Disability, & Long-Term Care Insurance Licenses

As the Portfolio Manager on the team, Paul Dryden is responsible for investment portfolio reviews and analysis, investment portfolio implementation and trading, and ensuring financial road mapping is as positive as it is productive. Paul firmly believes that creating better futures for businesses, individuals and the community starts by instilling positive trajectories today, as the most successful outcomes in wealth accumulation stem from the formation of strong, shared-value partnerships. 

Paul obtained his Bachelor of Finance from the University of Wisconsin-Milwaukee, an MBA from Cardinal Stritch University, and earned several coinciding licenses. In conjunction with academics, Paul concurrently began his investment career with M&I Marshall & Ilsley Bank as a Trader on the bank’s Investment Desk and later transitioned into a Portfolio Manager with BMO Harris Private Bank upon completing his MBA. With this as his base, Paul spent the next two decades as an investment professional at renowned institutions, best known for his ethical standards and devotion to instilling measurable impacts in the lives of thousands of clients. Paul then joined us at Prescient Financial Solutions in 2023. 

Paul is a native of Milwaukee and enjoys spending his free time with his wife Debra of 28+ years and their two sons, Jackson, and Mitchell. They are frequently traveling together across the country for their boys’ multi-league soccer games. Paul is also a fervent athlete himself, formerly a competitive cyclist who competed in both criterium and road racing throughout the Midwest. 

Credentials:

• Bachelor of Finance: University of Wisconsin-Milwaukee
• Master of Business Administration (MBA): Cardinal Stritch University
• FINRA Series 7 and 63 Licenses
• Wisconsin Life and Health Insurance Licenses

As an Investment Operations Associate on the team, Devin is reputable for his exceptional interpersonal/frontline service skills, asset monitoring adeptness, and for ensuring account opening and transitioning is a seamless process for everyone involved. Devoted to helping every client reach their unique version of success, Devin brings a strong history involving account and money management, financial trajectory alignment, concierge customer service, and securing high reward/low risk investment opportunities.

Throughout his career, Devin developed a strong skillset that ultimately led to his current standing as an investment professional. Prior to joining PFS in 2022, Devin graduated from Concordia University-Wisconsin with a Bachelor's in Finance and began his career as an Operations Specialist at Equiniti. There, he was responsible for new account opening, account transfers, money movement, as well as supporting the scalability of several trading accounts.

Originally from Illinois, Devin decided to stay and call Wisconsin home after graduating from Concordia. In his free time, Devin enjoys spending time with his family and friends, watching sports, working out at the gym, and leveling up his golf game.

• Concordia University-Wisconsin: Bachelor’s in Finance
• FINRA Series 7 & 63 registrations

As the Director of Insurance Operations, Cal is responsible for the insurance and business lifecycles, DI & LTC Operations, inspiring team growth and accentuating operational productivity. Cal enjoys transforming internal operational goals into actionable milestones that benefit everyone across the pipeline. Furthermore, he comes to PFS with a track record of ensuring his clients gain experiences that are nothing shy of positive, stress-free, and worth remembering.

Before joining Prescient Financial Solutions, Cal held several roles at Northwestern Mutual's home office, where he became a respected specialist in all areas of insurance and financial relations. After 20+ years with them, Cal has honed his skills in tailored financial planning and insurance operations.

Cal lives in Waukesha, Wisconsin, with his wife Kate and their two boys. When he's not working, Cal enjoys boating, water skiing, golfing, and cheering on his sons at their sporting events. He's also an avid music lover and loves nothing more than relaxing with a great vinyl record.

• Wisconsin life & Health insurance licenses

As an Insurance Operations Associate, Talia has a passion for helping clients navigate the complex world of insurance. She manages the application and underwriting process for life, disability, and long-term care insurance, and assists clients with in force policy service items. She is respected not only for her industry insights, but also for her excellent organizational adherence, attention to detail, and ability to turn every initiative into a viable path forward. Overall, Talia prides herself on her ability to build meaningful relationships with clients, ultimately fostering an environment of trust, positivity, and open communication.

Before joining Prescient Financial Solutions in 2022, Talia spent several years as a Director of Catering. Here, Talia avidly planned and coordinated events ranging from sophisticated weddings to laid-back golf outings. In addition to letting her creative side take hold, Talia also had the opportunity to hone her skills in operations and management and developed an astute attention to detail – all of which made her a trusted resource to her clients and their guests alike.

Talia currently resides in West Allis with her fiancé Brian and stepdaughter. In her free time, she enjoys gardening, trying out new recipes/restaurants, and spending quality time with family and friends. Also holding a firm appreciation for nature, Talia can frequently be found exploring the many beautiful parks in the Milwaukee area.

• Wisconsin Life, Disability, & Long-Term Care Insurance Licenses

Michaela Hamilton is an accomplished Operations Associate with sharp eyes for detail and a passion for organizational efficiency. Michaela is committed to helping her team members and clients by providing logistical and technical support through a range of administrative tasks. Her role involves participating in preparing client documentation, maintaining the client database, securely filing all documents, and assisting with additional administrative projects. Michaela’s strengths lie in her ability to ensure that the team is always on track, and she takes pride in taking on projects to have day-to-day operations move as smoothly as possible.

Prior to joining Prescient Financial Solutions in 2021, Michaela worked in the hospitality industry as a Head Chef and a Human Resources Generalist, where she played an instrumental role in ensuring the smooth running of the organization. Her responsibilities included human resources, ordering and invoicing, and maintaining an efficient and productive staff.

Michaela resides in Milwaukee, WI with her fiancé Anthony and the best pup around, Archer. In her spare time, she enjoys spending time with family and friends, weekending at her family cabin, wedding planning (Summer 2025), scoping out concerts to attend, and indulging in the different forms of art, music, and everything in-between that Downtown Milwaukee has to offer.

As the Operations Associate, Mary ongoingly assists with day-to-day operational processes. Mary is recognized for her effective verbal and written communication, analytics, operational streamlining, and always centering PFS initiatives around excellent customer service and team inclusivity.

Prior to joining Prescient Financial Solutions in 2022, Mary’s professional history spans roles in program management and accounting. Here, she homed in on her competencies in cross-functional communication, process organization, and budgeting, and of course, pursuing every initiative with a positive attitude and an open mind.

Mary is a proud native and resident of Kenosha, WI with her spouse and two children. When not working hard at Prescient Financial Solutions, Mary enjoys spending time with her family and exploring all that the local area offers.

MyKenna is a seasoned Administrative professional who is passionate about helping others. She prides herself on providing the highest level of support through meticulous calendar management, efficient preparation for meetings, and overall administrative assistance. MyKenna brings a values-led approach to her work, a unique level of dedication, and professionalism to the team's day-to-day operations. Overall, she is respected for her administrative efforts, including processing, planning, and ultimately supporting the blueprinting efforts that keep the firm moving forward.

Before Joining Prescient Financial Solutions in 2023, MyKenna graduated with a Bachelor's in Business Administration (concentration in Marketing) from the University of Wisconsin Milwaukee. With that as her base, MyKenna supported several related roles, including a Front Desk professional and more formerly, a Recruiter.

MyKenna currently resides in Menomonee Falls with her fiancé Ryan and her dog Camo. In her free time, she enjoys going on nature walks with Camo, cooking and trying out new recipes, and most importantly, spending time with her family.

• University of Wisconsin – Milwaukee – Bachelors in Business Administration