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Our Team

Vicki L. Lublin


(262) 468-4865

With over 40 years of experience in the financial industry, Vicki takes pride in assisting multiple generations of families across the nation...

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Theresa L. Lublin

Registered Assistant and Chief Compliance Officer

With over 25 years of experience at Financial Matters, Theresa offers dedication and commitment to providing quality service...

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Leaping Leahcim

Health Wellness Motivator

Joining the team when he was just a pup, Leaping Leahcim offers lively enthusiasm and playfulness throughout each day...

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