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Our TeamRoger M. McDowell, CRPS®, AIF®Principal, Chartered Retirement Plan Specialist roger.mcdowell@themhkgroup.com Mr. McDowell is a Financial Advisor and Chartered Retirement Plan Specialist with The MHK Group in the Madison, Wisconsin office. He has more than 21 years experience in the financial services industry. Prior to entering the finance profession, Roger owned and operated his own human resources firm, specializing in finance and outplacement. This experience led him to focus in the area of business retirement plans. He attended the University of Wisconsin-Madison, majoring in Business Administration, and chairs various advisory councils and leads the team in industry research and legislative awareness. Roger is Series 7, 63, 65 and Insurance licensed. Paul A. Hees, MBAPrincipal, MBA Mr. Hees is an Education Specialist with The MHK Group in the Madison, Wisconsin office. He has worked in the financial services industry since 1985, and holds Bachelors and Masters Degrees in Finance, Investment and Banking from the University of Wisconsin-Madison. Paul’s focus is retirement plans, financial planning and managed money solutions to help clients reach their long-term financial goals. Paul is a Financial Advisor and is Series 6, 7, 63, 65 and Insurance licensed. P. Christopher Krueger, CRPS®, AIF®Principal, Chartered Retirement Plan Specialist chris.krueger@themhkgroup.com Mr. Krueger is a Financial Advisor and Chartered Retirement Plan Specialist with the MHK Group in the Madison, Wisconsin office. Mr. Krueger holds a Bachelors Degree in Finance Economics and Business Administration from Rockhurst University in Kansas City, Missouri. He has worked in the financial services industry since 2001 and leads the Investment Research and New Business Development facets with the team. Chris has completed his service to this country in the Missouri Army National Guard. Chris is Series 7, 66 and Life Insurance licensed. E. Erik Gauger, CFP®, CRPS®, AIF®, QKARegional Director – Milwaukee Office erik.gauger@themhkgroup.com Mr. Gauger is a Financial Advisor, Certified Financial Planner™, Chartered Retirement Plan Specialist, Accredited Investment Fiduciary, and Qualified 401(k) Administrator with the Milwaukee Office of The MHK Group. Erik earned his Bachelor’s degree in Business Administration with a focus in finance and economics from the University of Wisconsin-Whitewater. He has worked in the financial services industry for over a decade and is currently a Level II CFA Candidate. Erik is active in a number of professional and community organizations, including the CFA society of Milwaukee, the American Society of Pension Professionals and Actuaries, and the Menomonee Falls Chamber of Commerce. Erik is Series 6, 7, 24, 31, 63, 65 and Insurance licensed. Daniel R. HelfInvestment Associate, New Business Development daniel.helf@themhkgroup.com Mr. Helf is a Financial Advisor in the Madison, Wisconsin office of The MHK Group. Dan holds a Bachelor of Business Administration Degree in Finance, Investment and Banking from the University of Wisconsin-Madison. He specializes in new business development, and client support. Dan is Series 7 and 66 licensed. Ashley J. HaubrichOperations Manager ashley.haubrich@themhkgroup.com Ms. Haubrich manages the operations aspect of The MHK Group. Ashley attended the University of Wisconsin Madison and is extending her degree in Finance through Upper Iowa University. With her extensive range of knowledge, her focus is on coordinating with plan sponsors, participants and clients. Through her day to day operations, she assists clients with DOL compliance, coordinating investment committee and participant education meetings, as well as assisting our individual clients. Ashley is Series 7 and 66 licensed. Terri N. O’ShaskyInvestment Associate terri.oshasky@themhkgroup.com Ms. O’Shasky is a Financial Advisor with The MHK Group in the Madison, Wisconsin office. Terri holds a Bachelor of Business Administration Degree in Finance from the University of Wisconsin-Whitewater. She specializes in private wealth management, participant education, and client support. Terri is Series 7, 63 and Life Insurance Licensed. Benjamin A. SakhitabInvestment Associate Benjamin.sakhitab@themhkgroup.com Mr. Benjamin Sakhitab is an Investment Associate at the Milwaukee, Wisconsin office of The MHK Group. As part of the education team, Ben works with individuals and participants on their retirement strategies through group presentations and one-on-one meetings. Ben graduated magna cum laude from the University of Wisconsin-Milwaukee, earning Bachelor’s degrees in Finance and Economics. Ben is Series 7 and Series 66 licensed. |