Our Team

Partner, Financial Planner

Eric Neumann, CFP®, AIF®

Eric Neumann was raised in Ashland, Wisconsin and is a graduate of Northland College.  In 1992 he joined the Fiorio Brothers as an intern after earning his degree from Northland.  After his internship, Eric moved to Negaunee, Michigan and established his own financial planning firm in Northern Michigan. In 1997 the Fiorio’s were looking to expand their practice, which brought Eric back to the Chequamegon Bay area.  In 2010 Eric became a partner in the firm. Eric currently holds the CFP®, AIF, Series 7, 63, and 65 registrations, Life, Health, and Accident Insurance license.   Eric enjoys helping clients accomplish their financial goals through retirement planning, risk management, legacy planning, wealth management and education planning. Eric is a proud father to his two children, Bodi and Brooke.   In his spare time, he enjoys fishing, hunting, and working on his homestead in the woods outside of Mellen.

Financial Planner

Kristie Voldberg, AAMS®, AIF®, CSRIC™

Kristie Voldberg joined the Fiorio Team in 1999. She currently holds Series 6, 7, 24, 63, and 65 registrations, Life, Health, and Accident Insurance licenses AAMS(R), AIF(R) and CSRIC™ designations. Kristie enjoys helping clients accomplish their financial goals including retirement planning, risk management, legacy planning, wealth management and education planning. Kristie grew up locally and lives just outside of Ashland. She and her husband Jeremiah are the proud parents of three adult children: Kaiya, Sasha, and Jesse. In her spare time Kristie enjoys spending time with her family, reading, hiking, running, snowshoeing, biking, gardening, and boating to the Apostle Islands on Lake Superior.

Financial Planner

Dane T. Gleeson, CFP®

Dane Gleeson is a native of Ashland and a graduate of University Wisconsin – Green Bay. Dane did an internship as a Financial Representative intern in college and started working for another firm in Superior, Wisconsin in 2016. He joined the Fiorio Team in 2017 and currently holds the CFP® designation, Series 7, 63, and 65 registrations, Life, Health, and Accident Insurance licenses. Dane enjoys helping clients accomplish their financial goals including retirement planning, risk management, legacy planning, wealth management and education planning. Dane currently lives on the outskirts of Ashland with his family. Dane is married to his wife Nichole and a proud Father of two children: Laken and Paxton. In his spare time Dane enjoys spending time with family and friends, hunting, fishing, and just about anything outdoors.

Financial Planner

Reid Fiorio, AIF®

Reid was born and raised in Ashland Wisconsin. Father Mike Fiorio and his Uncle John Fiorio have inspired him to follow in their footsteps of being a financial advisor in the family business. He graduated from Minnesota State Mankato with a Finance degree with an emphasis in financial planning. When Reid is not working he loves to spend his time outdoors, which involves fishing and hunting. Reid currently hold his series 7, 63, 65 registrations with LPL Financial, life insurance license, and AIF(R) designation.

Reid’s motto is, “Trust and experience go a long way when you are dealing with people’s hard earned money.”

Partner, Financial Planner

John Fiorio, CFP®

John Fiorio grew up in Des Plaines, Illinois and graduated from Northland College in Ashland. His first job in the financial industry was at a downtown Chicago municipal bond firm. In 1984 John decided to quit the big city and moved back to Ashland where he established his own financial planning firm as a financial representative. What began as a tiny office with two advisors and one support staff has now grown to five financial advisors and five support staff. John currently holds the CFP®, Series 7, 24, 63, and 65 registrations, Life, Health, and Accident Insurance license. He enjoys helping clients accomplish their financial goals through retirement planning, risk management, legacy planning, wealth management and education planning. John lives in the Ashland area and enjoys spending time with his two dogs. He enjoys bird hunting, gardening, and riding motorcycles.

Director of Client Services (Ashland) & Financial Paraplanner

Christina Strom, FPQP™

Christina, a 1987 graduate of Northland College, grew up in West Allis, Wisconsin. With her family she spent time “up north” at a cabin on land in Sand County near the Big Roche A Cri Creek, at her Uncle and Aunts farm near Independence, WI and on a lake near Menomonie. She was blessed with the opportunity to live and attend high school in Djursholm, Sweden for two years. Chris joined the team in 1996 and is the Ashland Office Manager. Her responsibilities include working with clients through operations services, opening new accounts, and coordinating efforts to help the team work efficiently and stay informed on changing regulations. Christina and her husband, John Dursi, live on land they purchased in 1992 in the woods outside of Marengo, Wisconsin. She enjoys hiking, cross-country skiing, kayaking on rivers and lakes and gardening each year. Christina is a Registered Assistant and a graduate of the College for Financial Planning Financial Paraplanner Qualified Professional™ program. In addition she holds her series 7 and 63 registrations. Christina loves to live and work in The Northwoods of Chequamegon Bay.

Director of Client Services (Park Falls)

Carol Mader

Carol is a native of Park Falls, WI and a graduate of University of Minnesota- Duluth. Carol joined our team in 2001 and is currently the Park Falls office manager. Carol’s responsibilities include working with clients on service issues, updating portfolio reports, and coordinating that the office runs smoothly. Carol is a Registered Assistant and holds her series 6 and 63 licenses. She also volunteers for many community organizations. Carol and her husband Wayne are the proud parents of Jared and Hannah. In her spare time, she enjoys reading, camping, traveling, and gardening.

Administrative Assistant

Amanda Metzinger

Amanda was born and raised in Washburn, WI and graduated from UW-Superior. She joined our team after a 17 ½ year career in banking. She started working in banking when a junior in high school through an apprenticeship program with the State of Wisconsin. Amanda worked in different positions throughout her career in banking, starting as a teller, branch manager and a bookkeeper. Amanda will be the first person you meet when entering our Ashland office. Her responsibilities include maintaining our client database, scheduling appointments, and maintaining compliance regulations. Amanda lives in Washburn with her husband, Matt. Her children consist of her three cats, chickens, and peacocks. In her free time, Amanda loves spending time with her family, traveling, baking, gardening, and singing.

Client Services Professional

Carrie Scherwinski

Carrie grew up in the Marshfield area and moved to the Park Falls area in 1999. She joined our team in 2021 as an administrative assistant. Carrie received her Technical Diploma for the Office Assistant Program. Carrie currently lives in Butternut, WI with her family. She is married to her husband Todd and is the proud mother of two children: Ryland and Linnea. When she is out of the office Carrie enjoys spending time with her family, animals, camping and volunteering as a Girl Scout troop leader. Carrie is family oriented and enjoys getting to know new people. She will be the first voice you hear when you call and the first smiling face when you enter our Park Falls location.

Client Services Professional

Karen Kowalczyk

Karen was born and raised in Ashland, WI. She has an associate degree and has over 35 years of customer service experience from various professional organizations. Karen enjoys being involved in community boards and volunteering projects locally. She and her husband Brian love the outdoors and spend their spare time doing activities like snowboarding, hiking, camping, and gardening. Karen and her husband are the proud parents of their son Ethan.

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Managing Director - Trading & Investments

Erin Corbett

Managing Director – Operations

Jenny Kurz

Director of Marketing

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Senior Portfolio Manager