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Our People

Joseph Roubik

Independent Wealth Advisor

414-329-0030

414-427-0032

joe.roubik@moneywiseplanning.com

Joseph Roubik, began his financial advisory career in 1995. Founder of MoneyWise Planning Group LLC as an Independent Wealth Advisor in 2003, he currently practices through Woodbury Financial Services, Inc. In 2016, he joined Focused Tax Solutions to add tax prep and tax planning. He has extensive experience and training in retirement income, tax and estate preservation planning.

Born and raised in West Allis, WI, he graduated from Marquette University receiving a bachelor’s degree in Sociology and Interpersonal Communications. He holds a master’s degree in Business Administration from Cardinal Stritch College and currently resides in Muskego, WI.

Joe is a member of the Tenacity Advisors Group (TAG), a family of independent financial professionals who meet regularly to share education, experience, and best practices. He also enjoys volunteering and serving on the Pastoral Council of St. Leonard Parish in Muskego, WI.

Joe speaks of his life work with passion. “I have the best job! Every day my staff and I work hard to bring success and confidence to our clients. Knowing that we have helped so many people reach their financial goals and build a financially sound moneywise life is why we do what we do.”

 

Schedule with Joe Roubik

 Joe Roubik's State Licenses:

Securities: AZ, CA, CO, DC, FL, IA, IL, MI, MN, UT, VA, WI
Investment Advisor Representative: CA, DC, IL, MN, VA, WI

Michael Patterson

Independent Wealth Advisor

414-329-0030

414-427-0032

mike.patterson@moneywiseplanning.com

Mike is an Investment Advisor Representative with Woodbury Financial Services, Inc and has been assisting clients professionally since 1990.  Mike prides himself on making the complex understandable.  His greatest strength is getting to the root of client’s issues, helping them understand the challenges and opportunities before them; then charting a course to achieve their goals.

Mike is a proud graduate of the University of Wisconsin and a Veteran of the United States Marine Corps.  He continually pursues professional educational opportunities to enhance his client service capabilities.  He holds the series 7,24,63 and 65 securities registrations as well as life, health and disability insurance licenses required by the State of Wisconsin.

When he is not coaching clients, you will find him coaching youth sports, participating in charitable bike rides or playing outdoors with his wife Pam and their 6 children.

Sarah Gruber

Sales Assistant

414-329-0030

414-310-5716

sarah.gruber@moneywiseplanning.com

Sarah has been working in financial services since graduating from UW-Milwaukee in 2013, where she received her B.S. in Biological Sciences. After college, she started working for independent wealth advisor Jodie Lane and has fallen in love with the direction her professional career has taken. Sarah plans to become Series 7 and 66 licensed in hopes of becoming a financial advisor.

In her free time, Sarah likes to spend her time doing outdoor activities, hanging out with family and friends, and chasing around her toddler son, Jack.

 

Sarah is not registered with Woodbury Financial Services, Inc.

Jamie Frenn

Marketing Director

414-329-0030

jamie.frenn@moneywiseplanning.com

Jamie has been with MoneyWise Planning since February 2019. She came to us with over 30 years in the marketing and graphic arts industry. She is responsible for our client experience, social media and special marketing projects. Outside of the office she enjoys her volunteer work, and time spent with her family.
Jamie can be reach by email at: jamie.frenn@moneywiseplanning.com

 

Jamie is not registered with Woodbury Financial Services, Inc.

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