Meet The Team.

Patrick has been with Elite Retirement Group since 2002. He is passionate about helping people worry less about retirement, particularly families with loved ones who have special needs. Patrick comes from a hard-working, blue-collar family who taught him the value of a dollar at an early age. In fact, he tried to buy his first stock when he was only 5 years old. As a proud Eagle Scout, he learned what it means to do the right thing for people.

Patrick passed the Series 65 securities exam and earned his Certification for Long-Term Care (CLTC®) as well as his Retirement Income Certified Professional (RICP®) designation. He also holds a life and health insurance license in Wisconsin. You can hear Patrick on the “Retirement Solutions” radio show on WSAU 550 AM and 99.9 FM.

Patrick has two children: Logan, an Eagle Scout and a Marine; and Hailey, who has special needs and a contagious laugh. Away from the office, Patrick enjoys spending time with family, fishing, boating, four-wheeling and hunting.

Amelia oversees the daily operations of our firm. She also coordinates the operations of Elite Retire Med. Amelia enjoys working with our clients and being a part of helping them reach their retirement goals.

Amelia holds a Bachelor of Science in Healthcare Administration and is working towards a Master of Business Administration. Outside the office, she enjoys spending time with her husband, Aaron, and their children Grace and Charlie.

Alyssa has been with Elite Retirement Group since July 2002. She handles all the financials. If there is anything you need, she will be happy to help.

Alyssa has an associate degree from North Central Technical College in marketing.

A lifetime resident of central Wisconsin, Alyssa enjoys walking, fishing and spending time with her family. She also enjoys watching the Packers!

Before entering the financial industry, Michael worked as an environmental consultant, then transitioned to construction management, where he worked as a structural engineer. But when the opportunity came up for him to work with his brother, Patrick, at Elite Retirement Group, Michael jumped at the chance to change his career path and do what comes naturally to him: helping people.

Michael passed the Series 65 securities exam and is registered as an Investment Advisor Representative. He also holds a life and health insurance license in Wisconsin. He has a bachelor’s degree from the University of Wisconsin-Stevens Point. You can hear Patrick and Michael on the “Retirement Solutions” radio show on WSAU 500 AM and 99.9 FM.

Michael is the proud father of twins Evan and Olivia. Along with spending time with family, Michael enjoys being outdoors hunting, fishing, boating and camping. Michael is a founding member and Eagle Scout of Troop 435, where he and Evan are active members.

Victor started his career with Elite Retirement Group in May 2020. His passion for investing and helping people in his hometown community led him to the position.

Victor is a 2020 North Dakota State graduate with a Bachelor of Science degree in finance and a minor in banking. At North Dakota State, he was on the football team and helped them achieve three national championships.

Victor comes from a family of five and was married in August 2020. Away from the office, Victor enjoys golfing, hunting and being on the water.

Before entering the financial industry, Matt worked as a Project Executive for a Construction Management company. Due to his passion for finance and the opportunity to coach clients on their financial path, Matt transitioned to the Elite Retirement team. Matt’s goal is to provide knowledge and advice to his clients to help them get on track, stay on track, and ultimately achieve their own financial goals and dreams.

Matt passed the Series 7 & Series 66 Securities Exams and is registered as an Investment Advisor Representative. He also holds a Life and Health Insurance License in Wisconsin. Matt graduated from St. Norbert College with a bachelor’s degree in business administration.

Matt and his wife Maggie are parents to their son Hank and daughter Hattie. Away from the office, Matt enjoys spending time with family, hunting, fishing, golfing, yearly trips to the Boundary Water, and football.

Abbee is our tax professional providing tax planning and tax preparation. After losing her mother at an early age she decided to follow in her mother’s footsteps and go further with her dream of becoming an accountant. Abbee eventually joined Elite Retirement Group to further her career and become a trusted tax advisor.

Abbee graduated from Lakeland University with a Bachelor of Science in Accounting and Business Management. She is actively working towards her Enrolled Agent certification along with her CPA in the future.

Abbee has three daughters, Lezlee, Florah and Paula-Jean. In her free time away from the office, Abbee enjoys spending time with her family, crocheting, hunting and taking trips with her daughters.

Evan joined Elite Retirement Group in 2023 for an opportunity to assist clients in having everything they need to be successful and happy in their retirement journey. It also gives him the chance to work closely with his dad, Michael, and uncle, Patrick. Evan is a licensed insurance agent.

Evan is an active member of his scout alumni association after achieving the rank of Eagle Scout. He also coaches the DC Everest fishing team. Outside of his various volunteer activities, he enjoys being outdoors to hunt or fish, and spending time with his family, most importantly his twin sister Olivia.

Andrea helps cover the daily administrative tasks of the office and coordinates our marketing events. In addition, she works to foster relationships with our current clients and build new relationships with prospective clients.

Andrea holds a Bachelor of Business Administration degree in Human Resource Management. Prior to working with the Elite Retirement team, she worked in the Human Resources field for over ten years, and then was blessed with an opportunity to stay home with her children.

In her free time, she enjoys spending time with her husband Ben and their three daughters.

Lisa has worked on and off in the financial services industry for over 30 years.  Prior to coming to Elite, she was with WoodTrust Asset Management for 8 ½ years working with 401k plans and participants.

Lisa loves to be outside on her porch or in her flower gardens. She also loves to go on their boat while her husband is fishing and visit her daughter, Alyssa in Minnesota.