Our Team

Donald L Schleicher, LUTCF

Don Schleicher has been providing financial services and insurance products since 1972. He achieved the designation of Life Underwriting Training Council Fellow (LUTCF) and has numerous insurance and financial services licenses.

Don holds the Series 6, 63, and 65 registrations and is a registered Representative with Woodbury Financial Services, Inc. as well as an Investment Advisor Representative. Don also has his Life, Health, and Property Casualty insurance licenses. Continued training in all of these fields gives Don the expertise necessary when assisting his clients with their financial planning.

Don has served as President of his local NAIFA-Wisconsin-Fox River Valley (National Association of Insurances and Financial Advisors.) in 1997. He has served on the local board of directors continuously from 1995 - 2007. In 2002, Don received the Fox River Valley Associations Distinguished Service Award for outstanding service to his clients, his profession, his church, and his community. This award is given to one person annually by his Professional Association. He served as Wisconsin State President of NAIFA for 2009- 2010 and continues to be active on several NAIFA committees.

Don is a member of the National Association of Insurance and Financial Advisors; al ifetime member of The Million Dollar Round Table; Court of the Table; and the Fox River Valley Estate Planning Council. He is a sought after speaker at Association events.

Don is a member of the Independent Network of Financial Advisors Collaborative Resources (INFACOR). This is a wealth strategies group, designed to aid planners in effectively serving their clients. Membership and involvement in these associations allows Don the opportunity to share his knowledge with other professionals in the Financial Services Industry.

Don is married to Cindy, with three adult children and one granddaughter. He has served in leadership positions with the Fox Cities Chamber of Commerce Ambassadors Club, The Fox Cities Convention and Visitors Bureau, the Grand Chute Lions Club and Faith Lutheran Church. His hobbies include golf, snowmobiling, hunting, and spending time with his family.

 Please Note:  Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.


Brian Witz

Brian Witz has been working in the insurance and financial services business since 1998. He holds numerous insurance and financial services licenses.

Brian is a graduate of Madison Area Technical College with an Associate's degree in Finance. He currently holds the Series 4, 7, 24, 53, and 63 registrations and is a registered Representative with Woodbury Financial Services, Inc., as well as an Investment Advisor Representative. Brian also holds the Life, Health, and Long Term Care licenses from the State of Wisconsin.

Brian has held the position of Director of Brokerage Operations at Packerland Brokerage Services, Inc., which included training representatives and office audits, prior to joining Schleicher Financial as a Partner in the firm. He is an active member of NAIFA, the National Association of Insurance and Financial Advisors. He gives of his time working with the non-profit organization, Trout Unlimited.

Brian and his wife Laura have resided in Kimberly, Wisconsin for the past nine years and have two lovely daughters, Brenna and Madison. He enjoys spending time with his family and friends, camping, fishing, and hunting.

 

Tammy Mueller

Tammy is the friendly voice on the phone, the smiling face behind the front desk, and the administrative magician who keeps all of our projects running smoothly and keeps you, our client, taken care of.  Tammy also oversees and balances everything behind the scenes in our office and keeps our registered representatives in the right place, at the right time, with the right documents.

Tammy joined the Schleicher/Witz Financial family in 2011, and has been in the insurance and financial services industry since 1998. Twelve years working at a credit union provided her with valuable knowledge in various facets of the industry, including IRAs, HSAs, money market accounts, and lending. She has experience in life, health and disability insurance. However, it is Tammy's commitment to providing excellent customer service that she is most proud of achieving.

Tammy has a Bachelor’s degree in Organizational Administration from UW-Oshkosh and a Master’s degree in Administrative Leadership from UW-Milwaukee with an emphasis in Human Resource Development.  She has been an active participant in United Way and Junior Achievement.

 

 

Jan Gille

Jan has been in the insurance and financial services industry for over 30 years. In that time she has gained considerable knowledge in a full-range of insurance products including property, casualty, life and health insurance. She also has an extensive amount of knowledge in financial products including mutual funds, annuities, and IRAs.

Jan has been working with Don Schleicher since 1993. She retired in November 2011, but her dedication to Schleicher/Witz Financial will never end. She can be seen around the office on various occasions helping out as needed with events and projects.

Jan is taking advantage of the freedom retirement has brought to her by planning many visits to her children and grandchildren. The winter months find her visiting family in sunny Florida. In the summer, you'll find Jan and her husband spending most of their free time on their boat or at their camper. Jan also plans on taking little breaks from retirement to come back and help out at Schleicher/Witz Financial.
 
Tammy Mueller and Jan Gille are not registered with Woodbury Financial.