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Thomas W. Batterman, JD, CTFA

Principal

Phone: 715-848-8110 ext.302
Toll Free: 1-800-950-8110 ext.302
E-mail: tbatterman@yourfiduciaries.com

Tom Batterman, founder of Vigil Trust & Financial Advocacy and Financial Fiduciaries, LLC is in the business of representing the best financial interests of his clients. Having provided objective, fee-only financial management services for over two decades, he specializes in managing the investment and related financial affairs of individuals and mutual insurance companies who do not have the time, interest or expertise to manage such matters on their own. As an objective, unbiased professional who takes on a fiduciary responsibility to his clients, he guides clients to the financial decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options.

Founded in 2010 as an outgrowth of Vigil Trust & Financial Advocacy, Financial Fiduciaries, LLC is a financial management solution for individuals and mutual insurance companies who recognize they do not have the time, interest or expertise to properly attend to their financial matters on their own. While there are many financial “advisors”, most of them have investment products to sell and the “advice” they provide is geared toward getting their clients to engage in a purchase. As one of the rare subset of advisors known as “fiduciary advisors”, Financial Fiduciaries does not sell any investment product so its guidance is not compromised by conflicts of interest which plague ordinary advisors.

Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses.

A longtime resident of the Wausau, Wisconsin Area, Tom is active in the community. He enjoys golf, curling, skiing, fishing, traveling and spending time with his family.

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Greg Geiger

Business Development Director

Phone: 715-848-8110 ext.308
Toll Free: 1-800-950-8110 ext.308
E-mail: ggeiger@yourfiduciaries.com

Greg Geiger establishes consultative sales relationships and partnerships and executes promotional programs with customers of Financial Fiduciaries, LLC. He is an energetic, customer-oriented professional with excellent interpersonal and relationship building skills. After nearly two decades of experience in the pharmaceutical industry, Greg carried over his business development and marketing talents to the financial services industry when he joined Financial Fiduciaries in 2012. Greg received a bachelor’s of business administration degree, majoring in marketing, from the University of Wisconsin-Eau Claire in 1987. When not in the office, Greg enjoys cross country skiing, golf, traveling, camping and simply spending quality time with his family.



TravisSmall.jpgTravis Brock

Financial Advocate

Phone: 715-848-8110 ext.305
Toll Free: 1-800-950-8110 ext.305
E-mail: tbrock@yourfiduciaries.com

Travis Brock manages all aspects of client accounts and relationships here at Financial Fiduciaries, LLC. His experience in administration, financial planning, and client management is a great asset to our already diversified team. AFter working for a similar fee-only firm in the southern part of Wisconsin for five years, joined Financial Fiduciaries in 2012. Travis earned a bachelor’s of science degree, majoring in finance, from the University of Wisconsin-La Crosse and also holds his Series 65 securities license. Moving back to Central Wisconsin has allowed him to once again be close to family, since he is originally from the Marshfield area. Travis enjoys baseball, golf, hiking, and spending time outdoors.


Kathryn L. Kern

Operations Manager

Phone: 715-848-8110 ext.304
Toll Free: 1-800-950-8110 ext.304
E-mail: kkern@yourfiduciaries.com

Kathryn Kern manages all of Financial Fiduciaries’ operational and client services activities. She is responsible for all deposit, withdrawal, transfer, trading, settlement, record keeping and reporting functions for the firm’s clients. Prior to the formation of Financial Fiduciaries in 2010, Kathryn fulfilled this same role for Financial Fiduciaries’ Trust Services Partner, Vigil Trust & Financial Advocacy. Before joining Vigil Trust/Financial Fiduciaries in 1992, Kathryn worked in the banking and brokerage industries for eight years. She holds a bachelor’s of science degree from the University of Wisconsin-Stout.


Hilary Schoenenberger

Operations Coordinator

Phone: 715-848-8110 ext.301
Toll Free: 1-800-950-8110 ext.301
E-mail: hschoenenberger@yourfiduciaries.com

Hilary Schoenenberger works as the Operations Coordinator for Financial Fiduciaries. She fills in the gaps in a variety of key business areas including  compliance and reviewing current compliance related procedures.  Additionally, she assists in content development for marketing materials including newsletters, blogs and the Financial Fiduciaries social media program.  She is also responsible for managing the firm’s CRM software and client portal. She has over 20 years of customer service and client management experience.  Prior to joining Financial Fiduciaries, Hilary worked in key management positions within the title insurance industry.  She holds a Bachelor of Science degree from the University of Wisconsin-La Crosse and a Master of Science degree from Marian University.  When she is not assisting the clients at Financial Fiduciaries, Hilary enjoys delving into a good book, traveling and spending time with her family and relaxing at their family retreat in Wisconsin’s beautiful north woods.

 

 

 


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