Cole’s career in the insurance and financial services industries began in 2007 when he joined his family’s firm in order to continue the family tradition of service. Cole is the oldest of Sue’s 3 children. Cole has excelled in his career and has been recognized by many of his peers in the industry. He has dedicated a great deal of his time over the past few years studying a variety of critical retirement topics, such as Social Security income maximization, in addition to becoming a Fiduciary as an Investment Advisor Representative and now President of Buska Wealth Management, LLC. Cole has presented educational workshops and spoken at events all over Central Wisconsin. He has been recognized as one of the Top 75 agents in the past few years out of a group of 25,000+. He has been an American Equity Gold Eagle Member, among other recognitions for his service. When the day comes where Sue decides to retire, Cole will transition his role to lead Buska Retirement Solutions for the next 30+ years. In his spare time, Cole enjoys spending time with his family and their two dogs. He also enjoys golfing, bowling, downhill skiing, as well as being involved in the community through such things as the young professionals group through the Chamber of Commerce, where he serves on the E3YP Action Committee as the representative for the Kronenwetter Area.
Zach was born and raised in Central Wisconsin, a place he wants to continue calling home. Zach recently graduated from UWSP in May of 2015 with a Bachelor’s degree in Finance. He has a unique perspective on the importance of finances for organizations due to his different roles he has held throughout his young professional career. Spending almost 6 years in the manufacturing world, allowed him to get a strong sense on the importance of controlling costs, delivering products and services beyond customer’s expectations, and working as a team to deliver those services. Which is why he has taken great pride in working with Business’s on developing sound Retirement Plans. Zach also takes a strong focus on working with individuals to improve their financial situation(s) and meeting their long term goals. Taking pride in his education, in the short coming future, Zach is looking forward to achieving his MBA, CFP, and CFA designations.
Outside of work, Zach enjoys hunting and fishing. If not found in the woods or on a lake, he can be found either reading a book, golfing, playing softball or hanging out with his family.
Wayne Schmidt, CFA®
Chief Investment Officer of Gradient Investments, LLC
Michael Binger, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Mariann Montagne, CFA®
Senior Investment Analyst of Gradient Investments, LLC
These three experienced industry professionals now offer our clients their combined expertise. Schmidt brings 30 years of institutional investment experience to the private clients of Gradient Investments. Binger brings over 24 years
Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.