Our Team

 

Tom Deppe

Investment Advisor Representative  

tdeppe@woodburyfinancial.net

“We build relationships over time and work through life changes with you to help prepare for the future you envision while respecting your individual tolerances for risk.”

 

Tom has been working as an advisor since 2006. He attended the University of Hawaii and went on to receive his master’s degree in Counseling. Tom and his wife keep busy with their 3 sons.

 

Sarah Kopesky

Investment Advisor Representative

skopesky@woodburyfinancial.net

“By getting to know you personally, we understand the issues that concern you and help you take the steps to feel financially comfortable about achieving your life goals.”

 

Sarah is a graduate of the University of Wisconsin. She was a teacher in Wauwatosa prior to joining HD Financial. Sarah and her husband have four children.

 

Dave Hansen

Certified Public Accountant, Small Business Consultant   

Hdfinancial.dave@gmail.com

 

Daves main focus is helping individual and small business clients maximize tax savings.  Dave provides a full range of services including tax planning and preparation for individuals and small businesses, business consulting, bookkeeping and QuickBooks training.  Dave graduated from UW Whitewater with a MBA in Finance and Management and received a degree in Accounting from University of Northern Iowa.  Dave and his hot wife Robyn have been married for 21 years and have 4 sons.

 
 
 
D&D Insurance Services
Bob Milosch

Property & Casualty Insurance Agent  

bobm@americanadvantage.com

 

Nicole Yenter

Property & Casualty Insurance Agent  

nicoley@americanadvantage.com

 

Our philosophy is to get to know you and your business to provide you the most comprehensive coverage that is best suited for your needs. We take pride in providing a professional service with a personal touch.  We've been together since 1978.

 

At American Advantage - D&D Insurance Services, we believe that coverage, connection and comprehension are crucial.  Being an independent agency, gives us the opportunity to provide this to you.  That's why working with 40 plus regional and national carriers makes a difference. Whether you need insurance for your home, vehicle or business, we know we're going to help you and your business be better prepared. 

 

 

 

 
Dave Hansen, Robert Milosch and Nicole Yenter are not registered with Woodbury Financial Services, Inc.