About Us

the-silbernagel-group

The Silbernagel Group, Inc. offers investment, insurance, retirement and estate planning for individuals, families and businesses. Meet our team of professionals:

Jim Silbernagel

James J. Silbernagel, CFP®, LUTCF

President
The Silbernagel Group, Inc. Real Wealth® Advisors

Principal
The Silbernagel Group Insurance Services, LLC
Real Wealth Tax & Accounting, LLC
Real Wealth® Media

Jim Silbernagel has been in the insurance and financial industry for over 30 years. He believes in a holistic approach to a healthy financial lifestyle, which includes investments, asset protection, insurance, retirement planning, estate planning, tax efficiency, and identity protection, no matter age or current financial state.  He helps clients realistically assess current status in all aspects of their lives and plan for a bright future and meaningful living. He has a passion to educate Americans to make smart choices with their money and live a life with purpose. This passion is carried out through his Real Wealth® Weekly podcast program of 25 years and through his support of organizations such as Life Happens, the MDRT Foundation, and the Wounded Warriors Project.

He holds securities licenses series: 6, 7, 63 and 66. He is insurance licensed for life, health and property/casualty. Jim has earned both his CFP® and LUTCF designations. He is a Life & Qualifying Member of MDRT, NAIFA, FSP, Forum 400, FSI, Advisors in Philanthropy and Ambassador for Main Street Philanthropy.

Jim has a zest for living! He enjoys flying, fishing, boating and relaxing at his home with his wife of 30 years and three children.

Joanne Silbernagel

Joanne Silbernagel

Independent Agent & Collaboration Manager
The Silbernagel Group, Inc. Real Wealth® Advisors

Joanne promotes good relationships between our family of businesses and cultivates those with clients. She is involved in many administrative projects, attends professional conferences for the companies, and assists in finding qualified speakers for the Real Wealth® Weekly podcast program. Joanne has been an Insurance Agent for over 25 years, holding Life, Health, and Property/Casualty Licenses. As an active NAIFA Member, Joanne is constantly developing new ideas to bring to The Silbernagel Group.

When she’s not at the office, Joanne gives private guitar & piano lessons to all ages, and is involved in her local church and school music programs.

Michelle Moericke

Michelle Moericke, FPQP™

Director of the Client Care Team and Client Coordinator
The Silbernagel Group, Inc. Real Wealth® Advisors

Michelle is a detail-orientated professional who works hard to provide exceptional client service.  Michelle is also responsible for making sure the day-to-day operations of the firms run smoothly.  Over 20 years of experience with the financial services and insurance industries allows Michelle to effectively address our clients’ questions and needs in a fast-paced, changing environment.  Michelle graduated with her Bachelor’s Degree in Business Management from the University of Wisconsin – Milwaukee. She holds her Series 7 and 66 securities licenses, Wisconsin Life, Health, and Property/Casualty insurance licenses, and earned the Registered Paraplanner designation.

In her spare time, Michelle enjoys visiting family members across the country, reading, cooking, and volunteering in her community.

Ann Peters

Ann Peters

Client Coordinator Assistant
The Silbernagel Group, Inc. Real Wealth® Advisors

As Client Coordinator Assistant, Ann supports Jim and Michelle with financial, insurance and legal work. They collaborate their efforts and expertise in providing exceptional service to the firm’s clients.  Ann’s many years of experience in the financial industry make her an invaluable member of the team at The Silbernagel Group.  Ann graduated with her Bachelor’s Degree in Business Administration from the University of Wisconsin-Whitewater.  She has her Series 7 and 63 licenses.

In her free time, Ann does crafting of all sorts, especially crocheting gifts for all ages.  She enjoys motorcycle rides and relaxing at the family cabin in the North Woods.

Deb Doherty

Debra Doherty

Director of First Impressions
The Silbernagel Group, Inc. Real Wealth® Advisors

Debra’s communication and customer service skills make all who come through the front door feel comfortable. Her interactions with clients set the tone for a good meeting with the client’s team of advisors. Her previous experience in the banking industry of over 40 years gives her an added insight into detail and customer relationships, making her an invaluable asset to the Silbernagel Group team. She continues to develop her skills by taking classes in customer service, compliance, auditing and business management.

She is married, has three children and two grandchildren. She and her family enjoy camping, cooking and attending the grandchildren’s sporting events.

Logan Wild

Logan Wild

Financial Services Intern
The Silbernagel Group, Inc. Real Wealth® Advisors

Logan is currently majoring in finance and minoring in psychology at the University of Wisconsin – Whitewater, and looks forward to becoming a financial advisor after graduation. To further his education outside of his normal coursework, he participates in Behavioral Economics Undergraduate Research Club. The entire team here is impressed with Logan’s willingness to learn, to be a team player, and to take initiative on new projects. He is quick to pick up on new programs, and isn’t afraid to test new technologies, strategies, or procedures. Logan’s work ethic is astounding, making him a great asset to The Silbernagel Group Family.

Outside of class, Logan plays intramural sports at UW-Whitewater, including flag football, floor hockey and softball. He also volunteers at LINCS Elementary School as a math tutor and recess supervisor, and has coached 4th – 9th graders in soccer for the Mayville Flyway Association every summer since 2013.

Gretchen Hefner-Evans

Gretchen Hefner-Evans*

Independent Home, Auto, Commercial and Farm Insurance Advisor
Real Wealth Insurance

With 35 years of experience in the insurance industry, Gretchen brings a wealth of practical knowledge in helping clients to decide how best to protect their assets. With a focus on client education, her goal is to create a comprehensive and affordable plan based on the client’s needs and values. Gretchen guides her clients through the process of obtaining home, auto, and business insurance from various companies. What sets her apart is an annual review of clients’ insurance policies to ensure appropriate coverages. As an active member of the National Association of Professional Insurance Agents (PIA) and the National Association of Insurance & Financial Advisors (NAIFA), Gretchen keeps current and informed about industry changes and insurance options for her clients.

In her free time, Gretchen enjoys traveling and spending time with her husband, daughter, and friends.

Carrie Weyer

Carrie Weyer

Independent Insurance Agent
Real Wealth Insurance

Carrie has worked in the healthcare industry for over 15 years. As her passion for helping people grew, she became licensed in Wisconsin for Health, Life, and Property/Casualty insurances. Carrie guides clients through the process of choosing an appropriate insurance plan that fits their current needs and lifestyle, including individual major medical insurance, short term medical insurance, supplemental insurance and dental insurance plan options through various companies. As needs arise, Carrie works with her clients to utilize their insurance plans appropriately. Carrie is constantly expanding her expertise, proficiency, and knowledge of insurance plans and choices available to her clients.

Carrie and her husband have seven children and one grandchild. She enjoys gardening and spending time with her family.

Neil Narveson

Neil O. Narveson, CPA*

Senior Tax Manager
Real Wealth Tax & Accounting, LLC

As a Certified Public Accountant, Neil keeps up-to-date on tax laws and regulations, giving his clients as many credits and deductions available to them.  Neil guarantees a 10 business day turnaround for personal income tax returns once all information is received.  He has 25 years’ experience working with individuals and small businesses.  He works closely with the Silbernagel Group Team to make valuable and realistic tax-saving suggestions that align with the financial goals of his clients.  Neil networks regularly with other CPAs at conferences to gain new perspectives on tax strategies.  Neil graduated with his Bachelor’s Degree in Business Administration in Accounting from the University of Wisconsin – Milwaukee.

Neil is married with three children who keep him busy.  He coaches his son’s Little League team as well as the tournament traveling team in his community.

Mary Mootrey

Mary Mootrey

Operations Manager
The Silbernagel Group, Inc. Real Wealth® Advisors
Real Wealth Tax & Accounting, LLC

Mary is a key player at Real Wealth Tax & Accounting, LLC, and also assists all businesses with workflows and efficiency. Her previous experience as an accountant and bookkeeper for 39 years has equipped her with superb attention to detail. Always carrying a positive attitude, she keeps the team on track and is always determined to complete tasks and projects from start to finish.

When not at work, Mary enjoys making jewelry, attending beading events, knitting, and other crafts. She also spends lots of time with her two daughters, two grandchildren, and grandpuppy.

Angela Silbernagel

Angela Silbernagel

Director of Marketing
Real Wealth® Media

Angela works to promote financial literacy across the country through the Real Wealth® weekly podcast. Her communication skills and experience with social media, email marketing and website design allow her to reach Americans and motivate them to make smart choices with their money. Angela graduated with her Bachelor’s Degree in Marketing from the University of Wisconsin-Milwaukee, and regularly attends conferences, seminars, and online workshops to continue expanding her knowledge of the ever-changing online world.

In her spare time, Angela loves to read and hosts a monthly Book Club meeting with her friends. She also loves to play beach volleyball, and usually joins multiple leagues each summer.

Jade Paczelt

Jade Paczelt*

Marketing Coordinator
Real Wealth® Media

Jade Paczelt has a background in marketing, education, and caregiving, and thoroughly enjoys employing that combination of skills and experiences into her position as Marketing Coordinator for Real Wealth®. She particularly enjoys that she has the ability not only to educate Americans to make smart financial decisions, but that she can make it fun and interesting through modern marketing techniques such as social media and podcasting. She graduated from University of Wisconsin – Superior with her degree in Music Composition.

Jade is originally from northern Minnesota, is married, and has a beautiful baby girl. She and her family love living in SE Wisconsin and cheering on the Green Bay Packers.

ruthann driscoll

Ruthann Driscoll, JD, CFP®, CLU, RICP®*

Ruthann M. Driscoll, JD, CFP, CLU, RICP, has had a long and varied legal career. After a number of years in private practice, focusing on estate planning and probate, Ruthann spent the last 10 years as the Director of Advanced Planning at Northwestern Mutual. During her years at NM, Ruthann developed a deep expertise around retirement issues, and specifically on Social Security and Medicare, and has presented at industry conferences nationwide on these subjects. Ruthann has recently returned to private practice and, as part of that practice, offers individual consultation to clients on Social Security issues.

*Not affiliated with Concorde Investment Services, LLC. nor Concorde Advisory Services, LLC.

Photos by Jaimeann Designs Photography.