Our Team

Doug Waelchli

 President

Education:

  •  University of Wisconsin-Madison Wisconsin – BS
  •  Materials Science & Engineering – 1995

Professional:

  • Edward Jones – 2001-2006
  • Investment Representative
  • Founded Waelchli Financial Services in 2006
  • Investment Advisor Representative of Harbor Investments, Inc.

Community:

  • Past President and member of Peshtigo Lions Club
  • Member of Peshtigo Chamber of Commerce
  • Past Director  of Committee Chair – Tourist Information Center - 2005-2008
  •  Past Director of Peshtigo Economic Development Committee
  • Past committee Member for Financial Endowmen
  • Active member of Calvary Church
  • Court Appointed Special Advocate for children in Marinette County
  • Sponsoring child from Compassion Ministries

Personal:

  • Doug resides in Peshtigo with his wife Tracy and children Devin and Olivia.  He enjoys spending time with family and volunteering his time for his children’s activities.

“People trust me with their hard earned savings.  Earning their trust is something I take very seriously.”

  • Telephone:   715.582.3185 (direct)

Tracy  Waelchli

Office Manager/Accountant

Education:

  • Baker College of Muskegon-MI-Bachelor of Business Administration in Accounting- 1998
  • University of Wisconsin-Oshkosh-Bachelor of Social Work- 1992

Professional:

  • QuickBooks Certified Since 2015
  • R&R Services II LLC, Sobieski, WI-Accountant: 2014 to Present
  • Hawkins Ash CPA’s LLP. Green Bay, WI-Accountant: 2014-2015
  • Martell Construction Inc., Green Bay, WI-Accountant: 2011-2014
  • The Stellar Enterprise LLC, Menominee MI-Senior Accountant: 2009- 2011
  • Notary of WI-Since 2014

Community:

  • Active member of Calvary Church
  • Court Appointed Special Advocate for children in Marinette County
  • Sponsoring Child from Compassion Ministries
  • Past Treasury of Peshtigo Woman’s Club

Personal:

  • Tracy resides in Peshtigo with her Husband Doug and children Devin and Olivia.  She enjoys spending time with family and volunteering her time with children’s activities and helping out at church.