"With your trust we will guide you confidently in the direction of your dreams."

143 S Main St,
First Floor
West Bend, WI 53095

Phone: 262-247-8055
Toll Free: 855-265-3855
Fax: 262-381-1230
info@jasenwealth.com

Mon - Fri 8:30 - 5:00 PM

Meet Our Team

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Anthony Jasen

President / Investment Advisor Representative

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Melissa Hopper, CPA

Vice President of Client Services / Investment Advisor Representative

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Leo Lesch

Investment Advisor Representative, CFP ®

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Hunter Gross

Research Associate

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Carrie Wick*

Life & Health Insurance Agent

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Amanda Schneider

Administrative Assistant

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Danielle Allen 

Administrative Assistant

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Kailyn Anderson*

Administrative Assistant

*Individual is not registered with Woodbury Financial Services, Inc.

FINRA's
Broker Check

To learn more about the professional history of our financial advisor(s),
please visit FINRA's BrokerCheck.
(And search by Advisor Name)

If you have any questions ... We are available

Contact Us