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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We also have an in-house Business and Personal Insurance expert that can help design your insurance coverage to protect your personal and business assets from loss. 

And if the need arises, we have relationships with attorneys and CPAs to which we'd be happy to refer you. 

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Dean Teofilo

Certified Financial Plannerâ„¢

(414) 676-3100

(414) 431-9257

dteofilo@1stallied.com

Bringing his clients a wealth of experience, Dean Teofilo, CFP® has been an independent investment adviser since 1989, and worked in the banking and finance industry for four years prior to becoming an advisor.His areas of expertise...

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Michele Teofilo

Licensed Property & Casualty Agent and Sales Assistant

(414) 676-3100

(414) 431-9257

mteofilo@1stallied.com

Michele has more than 20 years of experience in the insurance and financial services industry. She is our business and personal insurance specialist. Michele partners with Ademino & Associates, Inc. in Kimberly WI to bring you access...

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Grace Teofilo

Client Service Associate

414-676-3100

gteofilo@1stallied.com

Grace is a recent graduate of the University of Wisconsin with a Bachelor of Arts in History and Political Science, with Certificates in Gender & Women's Studies and Leadership. She will be working with us until November, when she...

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