Team

Your finances are your lifeblood. And given recent events that have occurred in our industry we understand that trust is at the heart of every successful client-advisor relationship. We take that fact very seriously and are committed to always placing our clients' needs first and realizing that each individual situation requires individual advice and planning. 

In our office we also understand that trust is earned. We are committed and passionate about earning your trust as we get to know you personally and help you develop strategies that work for your individual situation.

 

Aurelio Callope

VP, LPL Financial Advisor

262-473-1408

262-473-5769

Aurelio Callope has been serving clients in the investment and financial advising industry for over 13 years and in the broader financial services industry since 1988. He and his wife, Diana, have been Whitewater residents for over 25...

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Susan Foley

LPL Registered Sales Assistant

262-473-1408

262-473-5769

Susan Foley joined the investment services team at First Citizens in 2016 but has been serving clients in the industry since 2004. As a life insurance and securities representative, she is excited to assist clients with their financial...

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