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Our Team

Vicki L. Lublin

CERTIFIED FINANCIAL PLANNERâ„¢ Professional

(262) 468-4865

Vicki is the founder and owner of Financial Matters, an independent registered investment advisory firm. With over 34 years of experience in the financial industry, Vicki takes pride in assisting multiple generations of families across...

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Theresa L. Lublin

Registered Assistant and Chief Compliance Officer

With over 19 years of experience at Financial Matters, Theresa offers dedication and commitment to providing quality service. With her bachelor's degree from UW Madison majoring in Mathematics and Philosophy, she has superb abilities...

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Leaping Leahcim

Health Wellness Motivator

Joining the team just over 4 years ago, Leaping Leahcim offers lively enthusiasm and playfulness throughout each day. He contributes to the health wellness program for the entire team by leading the team with daily hikes at the local...
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