Investment Team

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The leader of our Investments Team, George joined Citizens Investment Services in 2008 and has 35 years of financial industry experience. He strives to form lasting relationships with his clients, and especially enjoys helping them as they progress through different stages of their lives. George is a graduate of the University of Wisconsin – Milwaukee and has been recognized by Milwaukee Magazine as a Five Star Wealth Manager for the last nine years in a row (2012-2021).*

Wes joined Citizens Investment Services in 2016 and has seven years of financial industry experience. He believes in walking his clients through the steps of goal-based planning – especially those who have never invested before and might be intimidated by the process. Wes is a graduate of the University of Wisconsin – Oshkosh with degrees in finance and economics.

Matt joined Citizens Investment Services in 2022 and has nine years of financial industry experience. Matt has developed a customer-first approach throughout his career and enjoys developing lasting relationships with his clients so he can deliver tailored solutions that support them based on their complete financial picture.