Our Team

Angie is a financial advisor with over 15 years of experience who values strong relationships with her clients and aims to provide the highest level of service through portfolio management, the implementation of potential tax minimization strategies, and income planning for retirement, including Social Security planning.  She has earned her Series 7, Series 66, Series 53 and insurance licenses. 

Angie enjoys opportunities to ‘give back’ and presents on the subject of financial planning to select UW-Eau Claire students. While away from the office, Angie enjoys spending time with her family, hiking, camping, kayaking, and traveling.

As a Certified Specialist in Estate Planning^® and Registered Principal with United Planners, Karlyn uses her estate planning and tax experience to assist individuals and families in building and preserving assets across multiple generations. She believes in delivering genuine personalized service that is the foundation of Decades Financial, LLC and has a true passion for working with clients and their other professional advisors to improve client's financial situation. Further, Karlyn uses her extensive experience in Compliance to help the Firm align its day-to-day operations with the industries regulatory expectations. 

Karlyn graduated from the University of Wisconsin – Eau Claire after earning her Bachelor of Business Administration degree in accounting. She earned her Series 7, Series 66, Series 53, Series 24 and insurance licenses, and the Certified Specialist in Estate Planning^® designation. Karlyn is also a member of the Wisconsin Institute of CPAs.  

Karlyn values opportunities to give back to the community by volunteering with various organizations, and enjoys spending time with her husband, Terry, and children, Talya and Tyler. Outside of the office, she and Terry raise purebred Belted Galloway cattle and are active in promoting the breed. In addition, she enjoys traveling, hiking, and motorcycling backroads. 

With over 15 years of industry experience, Michael believes in always giving more than you take; a core value instilled by his parents.  This value, combined with his passion to help others improve their financial situation and reach their financial goals, drives him daily to discover solutions to financial problems people face.  

As a CPA and CERTIFIED FINANCIAL PLANNER™ professional, he provides value by creating customized financial plans while utilizing investment management, tax minimization, and income planning strategies.  

Michael gives generously of his time and resources to help family, friends, neighbors and even strangers.  While away from the office, Michael and his wife, Amanda, are kept busy with their four boys, Joseph, Jacob, Evan and Matthew.  Michael enjoys spending time with friends and family, traveling, and supporting various kids' sporting activities.