Our Team

Chris, a native of California, traces her roots back to the golden shores of the West Coast and the vibrant culture and landscapes of California. She hopes to return one day to bask in its warmth. Chris married the love of her life, Steve, in 2000, and together they raised a beautiful family with two boys. With a passion to nurture young minds, Chris pursued a path in Child Development and founded Lil’ Munchkins Family Daycare, which she ran for 15 years. Beyond education and daycare, Chris found a love for photography, capturing fleeting moments of joy and beauty, and scrapbooking, weaving together cherished memories into tangible treasures. She and Steve love to travel and explore the world, especially warm beaches and other cultures. Amid all this, Chris’s anchor and guiding light remains, and their happiness and well-being are high priority. In July 2017, Chris joined Lisle Financial Group and found a new avenue for growth and learning. With her love to help others, she found fulfillment in her role in making an impact on the lives of those we serve. In 2021, she became a remote team member, and her path took her to Georgia so she could be closer to her two grandsons, SJ and Leo. She loves being a grandma, and they continue to bring much laughter and innocence into her life.

Dan was born and raised in northwestern WI, in the small town of Cumberland. After graduating high school, Dan went to college at the University of Wisconsin-Platteville where he graduated with a BSBA double major in Finance and Accounting. Before graduating, in Dan’s final year of college, he met his wife, Alysha. Much of his working life has been in customer service, working at various Kwik Trips for over 10 years before completing the SIE, Series 66 (Uniform Investment Adviser - Combined State Law), and Series 7 (General Securities Representative) securities licenses to serve as a Registered Representative, Financial Planner, Fiduciary, and General Securities Broker. Dan holds the certification of Accredited Portfolio Management Advisor (APMA^®) through the College for Financial Planning. 

Kim is a southern gal that grew up on the coast of North Carolina. She is a graduate of NC State University with a BA in Criminal Justice and furthered her education at Meredith College, in Raleigh, NC, to receive her certification as a paralegal. She worked for a law firm assisting her boss in preparing legal documents for court cases. Kim also served as Executive Assistant to the NC Sheriffs’ Association in implementing their annual membership drive, preparing legislative agendas for the upcoming assembly sessions and hosting their annual Sheriffs’ Association event for all 100 sheriffs, their family members, and the NC Council of State. Upon leaving her position with the Sheriffs’ Association, Kim worked one session in the NC General Assembly for a senator from Pitt County. She further pursued her career in Project/Construction Management, specializing in the pharmaceutical industry. In every aspect of Kim’s management career, she has been an attentive event planner and assistant to CEOs, CFOs, and upper engineering management.

In 2012, Kim returned to her roots on the coast of NC and worked as a client service representative for a local investment firm before retiring in 2020.

The best thing Kim has ever done in/with her life is volunteering for Duke Children’s Hospital helping to raise millions of dollars to fight terminal illness among children across our country and the world. As Hospitality Director for numerous golf tournaments, charity balls, and fundraisers, Kim served to fulfill her passion for helping children.

She is a staunch advocate for feeding the hungry in her community to assure no family goes without the basic food and nourishment needs. It is a labor of love that she always answers the call to help.

In 2022, Kim happened upon meeting Michael which changed her life forever. She has finally met her forever partner in life, even though he is a landlocked beach bum. Kim and Michael frequently go back home to North Carolina to thaw out by connecting with sun, sand, and salty air. Kim loves traveling; cultivating her creative side in interior design/decorating, residential painting, and light renovation projects; and learning how to paint.

Kim has a passion for animals and daily misses her steadfast, loyal beach fur baby, Bailey Clyde, and continuously tries to convince Michael that a pygmy goat, miniature donkey, or toy poodle would be the perfect addition to their family…to no avail.

Mike is engaged to Kim and has 4 adult children and 2 grandchildren. He grew up in Council Bluffs IA and obtained his BSBA Finance from the University of Nebraska. He has worked in the financial/insurance field since 1985 and moved to Wisconsin in 1997 to start Lisle Financial Group. Mike’s “aha moment” to become a Financial Planner and start Lisle Financial Group came in 1992 when his father passed away having no financial plan and no life insurance for his wife. Mike started his practice with a strong passion to ensure this didn’t happen to others. He is a strong proponent of financial planning and proper risk management.

He is also a firm believer in continuing education to better serve clients and has earned his Accredited Estate Planner (AEP^®) certification from the National Association of Estate Planners & Councils. He has also earned his Chartered Financial Consultant (ChFC^®), Certified Life Underwriter (CLU^®), Chartered Advisor in Philanthropy (CAP^®), and Retirement Income Certified Professional (RICP^®) certifications from the American College.

Mike’s other passions include traveling throughout the USA and around the world with Kim, adventure trips, mountain trekking, and scuba diving.

A resident of Platteville since 2005, Rachel was born in New York then moved at age 12 to Colorado where she met her husband of 37 years, Ken. They have two adult children. Rachel received her BS in Kinesiology from the University of Colorado and since then, she has volunteered and worked in many administrative support roles in a variety of professional settings. Rachel enjoys outside activities; attending plays, concerts, and sporting events; traveling; volunteering; playing the piano; reading; flower gardening; games; dining out; and getting together with family and friends.