About Us

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®, CEPS, LACP, LUTCF

President
The Silbernagel Group, Inc. Real Wealth® Advisors
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 preservation*, 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 (Investment Company and Variable Contracts Products Representative), 7 (The General Securities Representative Qualification), 63 (Uniform Securities Agent State Law Examination) and 66 (Uniform Investment Advisor Combined State Laws). He is insurance licensed for life, health and property/casualty. Jim has earned his CFP®, CEPS, LACP 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

First Lady, Independent Agent, & Collaboration Manager
The Silbernagel Group, Inc. Real Wealth® Advisors
The Silbernagel Group Insurance Services, LLC
Real Wealth Tax & Accounting, LLC
Real Wealth® Media

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, Inc.

When she’s not at the office, Joanne gives private guitar, piano, and ukulele lessons to all ages, and is involved in her local church and school music programs. She dedicates Wednesday nights and periodic Saturdays for practice and performances with her Ukerazy bandmates, consisting of her sister Mary, daughter Angela, and some friends. 


Dave Talbot, CFP®, CEPS

Financial Advisor, Certified Financial Planner®
The Silbernagel Group, Inc. Real Wealth® Advisors

Dave Talbot is a Certified Financial Planner (CFP®) and has been in the financial industry for more than a dozen years. He has made it his personal mission to help families get off on the right foot by helping them identify their goals and maximize their savings. Having five daughters has fueled Dave’s passion to help the younger generation save and prepare for the future. He focuses on families and their elders as he is a Certified Elder Planning Specialist (CEPS), but he meets with clients of all ages to design a plan for them to help them sleep better at night and prepare for what is next with confidence.

He holds his Series 7 (The General Securities Representative Qualification) and Series 66 (Uniform Investment Advisor Combined State Laws) licenses and is insurance licensed for both health and life. Dave has earned both his CFP® and CEPS designations. He is a member of the financial organizations NAIFA and FSI, and is also an Ambassador for Main Street Philanthropy.

Dave served our country across the globe in the U.S. Navy as a Hospital Corpsman. Currently he has four beautiful daughters, a special daughter Martha in heaven, and a wonderful wife Katie. They home-school their children in order to spend more time as a family, and they recently went on an educational road trip to South Dakota to explore the Little House on the Prairie trail. Next they will travel to our nation’s capital to discover how the country was formed and the freedoms we cherish.


Logan Wild

Logan Wild

Financial Advisor
The Silbernagel Group, Inc. Real Wealth® Advisors

With Logan, clients can expect an advisor who will listen to their needs, goals, and worries and be with them step by step through our planning process. He thoroughly enjoys the process of building not only retirement plans, but also the relationship with clients and being able to learn new ways to serve them better. His love for facilitating relationships with clients is made even better by working on a team with world class strategies which makes him feel good about the work that The Silbernagel Group does to help individuals and families.  Logan started with a BA in Finance with emphasis in financial planning from the University of Wisconsin Whitewater, and was an intern for The Silbernagel Group for 3 years, and has since been lucky enough to grow in the company and become an advisor and a NAIFA member that is working toward his RICP designation and CFP designations.  This fits with his goal of maintaining a positive attitude and wanting to learn as much as he possibly can in order to better serve and listen to those around him.

Logan enjoys all Wisconsin sports, and sports in general.  He manages and hosts youth basketball tournaments, and even volunteered as a soccer coach for 5 years.  Logan loves spending time with his friends, family, and girlfriend Jill anywhere that they can spend time in each other’s company and laugh.  His parents are clients at the Silbernagel Group, and as the youngest of three boys, he is excited to become an uncle to his niece for the first time.  Logan’s life motto is, as Jim Valvano said; if you laugh, you think, and you cry, that’s a full day. That’s a heck of a day. You do that seven days a week, you’re going to have something special.

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 25 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 (The General Securities Representative Qualification) and 66 securities licenses (Uniform Investment Advisor Combined State Laws), Wisconsin Life, Health, and Property/Casualty insurance licenses, and earned the Financial Paraplanner Qualified Professional™ designation.

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



Tracy Immel

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

Tracy enjoys her job at The Silbernagel Group, and she especially loves how diverse her responsibilities are.  She is constantly engaged and always learning new things, which is something that Tracy appreciates in a job. More than that, she enjoys how her coworkers are more like a family, and that it is a part of the company’s culture for everyone to help everyone else out, regardless of department or management level. Tracy has a degree in Business to Business Marketing from Moraine Park, and before working at The Silbernagel Group, Tracy was the Operations Manager at the National Exchange Bank Trust for eleven years, and for eighteen years at Serigraph.  Tracy is such an outgoing person that she lends her bright disposition to both the Silbernagel Group and at a local bar part time as a bartender.

In her free time, Tracy enjoys spending time with her cats; Molly, Snickers, and Monty Carmelo.  She also loves her role as grandma to Kylie, Jameson, Charlie, and Addilyn.  When she is not with her cats or grandchildren, you can find Tracy floating in her pool with a glass of Pinot Grigio, getting competitive over a round of darts, or any of her other hobbies, like reading, boating, golfing, and riding her Harley.


Taylor Wojnowski

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

Taylor joined our team in 2020 as a receptionist and has discovered her passion for financial services. She is now an assistant to the financial team and is learning a ton from her coworkers. One of her favorite tasks is putting together investment summaries for our clients – they are like a puzzle to her and she enjoys figuring out all the pieces. Taylor is currently working on getting her Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law Examination) securities licenses and will continue her education in the spring with insurance licensing classes. Taylor has a knack for the securities world and is growing everyday to be a huge asset to the company. 

Taylor has two siblings, one sister and one brother. She loves hanging out with friends and family and doing outdoor activities such as snowboarding and just about anything if the weather is warm. Her favorite places to vacation are Arizona and Florida.


Deb Doherty

Debra Doherty

Director of First Impressions
The Silbernagel Group, Inc. Real Wealth® Advisors
The Silbernagel Group Insurance Services, LLC
Real Wealth Tax & Accounting, LLC
Real Wealth® Media

Deb’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. Deb has developed her skills by taking numerous classes in customer service, compliance, auditing and business management.

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


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

Process Manager
Real Wealth Tax & Accounting
The Silbernagel Group Inc. Real Wealth® Advisors

Carrie has worked in the healthcare industry for over 25 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. These options include ACA and Medicare insurance, short term medical insurance, supplemental insurance and dental or vision 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.

When she is not working with clients, she fulfills her roll as Process Manager helping the team be effective and efficient so that our clients receive the best possible service.

In her free time, Carrie enjoys gardening and spending time with her growing family.


 

Jim Stearns, CPA

Senior Tax Manager
Real Wealth Tax & Accounting, LLC

Jim Stearns is a CPA and has been in the business over 40 years, including running his own practice.

The Silbernagel Group, Inc. has teamed up with Jim to lead the Real Wealth Tax Team. He has extensive experience in working with Individual, Sole Proprietor, Corporate, Trusts, Partnerships, and LLC tax planning as well as tax preparation. He also has experience in tax resolution with the State Department of Revenue and the IRS.


Mary Mootrey

Mary Mootrey

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

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 40 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, knitting, other crafts, and playing with her Ukerazy ukulele bandmates, which consist of her sister Joanne, niece Angela, and some friends. Every year she goes digging for semi-precious stones with her family. She spends lots of time with her two daughters, two grandchildren, and three grandpuppies.



Angela Silbernagel

Director of Marketing & General Manager
The Silbernagel Group, Inc. Real Wealth® Advisors
The Silbernagel Group Insurance Services, LLC
Real Wealth Tax & Accounting, LLC
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.

Her passion is processes – making sure the office and team members are working together smoothly and efficiently so that our clients experience exceptional service and care.

In her spare time, Angela loves to play the ukulele with her Ukerazy bandmates consisting of her mom Joanne, Auntie Mary, and some friends. She enjoys reading and hosts a monthly Book Club meeting with her friends. She also loves to play beach volleyball and usually joins multiple leagues each summer. 



Samantha De Barge

HR Manager
The Silbernagel Group, Inc. Real Wealth® Advisors
The Silbernagel Group Insurance Services, LLC
Real Wealth Tax & Accounting, LLC
Real Wealth® Media

Sam’s mission here at The Silbernagel Group, Inc., Real Wealth Tax & Accounting, Real Wealth Insurance, and Real Wealth® Media is to support each team member with the resources they need to excel in their position and to deliver our clients an consistently excellent experience. What Sam finds most fulfilling in her position is the relationships she has built with each team member. Our company is more than a team to her; we have become part of her family. She thoroughly enjoys making sure that we all have great communication and relationships as a team. One of her favorite tasks is helping organize company events and team building exercises.

Sam has a husband of 10 years, three beautiful kids, a dog and a ton of cats. In the summertime, you can find the De Barge’s at her parents’ house up north, camping together, or in their backyard enjoying the deck and pool. Family time is her favorite pastime, and she also enjoys gardening, crafting, and cooking. As a family, they love firing up the grill or smoker and spending time with family and friends.

Sam’s life motto is “You can’t live on what ifs.”

*Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.