Team
Andrew Seaborg advises families, trusts and institutions on wealth management, employer-sponsored retirement plans, and financial planning. Andrew holds an MS in Finance, Investment & Banking from the University of Wisconsin-Madison....
After graduating from Lake Forest College in Illinois with a BA in Business Administration with an emphasis on finance, John joined Lincoln Financial Advisors in May of 2000 as a Private Wealth Planner.
Mark Strassburger
Partner & Investment Advisor Representative
Andrea graduated from the University of Wisconsin in 2006 and began working for The Capital Group in May 2007. She currently holds a Wisconsin Life and Health Insurance license and is working towards her FINRA Series 6 registration.
Kimberly Smith, CPA* is Director of Wealth Management at The Capital Group. Before moving to Madison, Kim was a Tax Manager at Deloitte in Chicago. At Deloitte, she practiced financial planning, trust administration, and tax...
I grew up in a small town in West-Central Wisconsin. Ever since I was young I have always loved helping people understand their financial situations and building long-term relationships with them. This love in my life has led me to a...
Colleen is the most recent member of our team. She found a passion for private banking and investments while working as a Private Banker in Chicago. She and her family moved to the Madison area in 2019. With 10+ years in a client...
Heidi was born and raised in Manitowoc, WI, and after graduation from UW-Madison in 2019 she decided Madison is her forever home. She graduated with a B.S. degree in Personal Finance with certificates in Leadership and Entrepreneurship...
Kyle graduated with a B.S. degree in Personal Finance with a Concentration in Financial Planning from the University of Wisconsin-Madison and joined The Capital Group in 2019. Prior to joining our team, Kyle worked as a Third-Party...
Mikayla is a recent graduate of Washington State University where she got her B.S. in Economics. Shortly after graduating, she moved from her home state of Washington to Wisconsin where she joined our team as an operations specialist....