Team Members / Contact Us

Charlie currently serves as President of Wisconsin Benefit Planning, Inc. He is a registered Investment Advisor Representative with Packerland Brokerage Services and holds all related licenses. Charlie began his Employee Benefits & Financial Advising career working with his father in 1989, operating the Life & Employee Benefits division of a third generation independent Insurance Agency, after attending the University of Wisconsin-Stevens Point. With over 23 years in the Insurance & investment industry, he has since focused his career working with public employers and successful business owners developing employee benefit and financial strategies to help them better meet their financial goals. Charlie resides in Northern Wisconsin with his wife, Aimee and four children, Dylan, Sierra, Noah and Logan. Charlie is also active in the community with over 30 years on the Minocqua Fire Dept., Past President of Lakeland Rotary, Past Chamber Board Member, current Lions Club Member and active in his professional association and legislative committees.

Charlie is a registered rep with Packerland Brokerage Services 432 Security BLVD Green Bay, WI 54313 Member SIPC & FINRA.

Aimee currently serves as Vice President of Wisconsin Benefit Planning, Inc. Aimee graduated with a Bachelor of Science degree in bio medical science from St. Cloud State in Minnesota. With over sixteen years of experience in the insurance industry, she works with group, individual and Medicare products. Aimee heads up our internal Group Service Department focusing on employee benefits administration of health, dental, life, and disability insurance. She also brings an increased knowledge and effective handling of employee benefit, underwriting and human resource issues. Aimee fills in wherever needed. She works to help solve any escalated customer service issues. Aimee lives in Hazelhurst with her husband Charlie and four children, Dylan, Sierra, Noah and Logan. Aimee is also involved in many community and civic organization, as well as being an active member of her church.

Rob was born in Wausau, WI and has lived there his entire life. He graduated with a degree in Mathematics from Wartburg College in Waverly, IA. Mathematics experience and his love of working with people propelled him into the business retirement plan industry where he uses both people skills and math skills often. Rob has his series 7,24,65 and 63 securities licenses for the state of Wisconsin. Rob is the director of Wisconsin Benefit Planning’s business retirement planning department. Rob and Charlie work closely together to provide more options and lower expenses in retirement plans throughout North Central Wisconsin. Rob will help the business owner with fiduciary liability issues, plan costs, investment option performance and many 401k strategies. Rob and Charlie will also service the plan participants on site and provide employee education. Rob is a registered rep with Packerland Brokerage Services 432 Security BLVD Green Bay, WI 54313 Member SIPC & FINRA.

Heather is one of the happy voices that you hear when you call our office and is eager to help you get the answers that you need. Heather works as a service team leader for our employee benefit clients and helps coordinate all new hires and terminations. She also assists our clients through wellness planning and payroll stuffers and will be happy to assist your questions or service issues. Heather lives in Woodruff along with her husband Scott and son Mason.