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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Troy Betthauser

(608) 783-0605

(608) 781-5966

I was born and raised in Wisconsin and have been working with individuals and businesses in this area since 2000. I am licensed to sell a variety of investment and insurance products. While I have offices in Onalaska and Milwaukee, my clients live anywhere from New York City to Hawaii. However, I've chosen to stay in this area due to its incredible natural beauty and the character of its residents. When I'm not working, I spend my time walking with my dog, Honey, and taking in as many Wisconsin sport events as possible.

Honey Betthauser


Honey was born September 6th, 2013, and arrived at her new home with Troy just before Thanksgiving of the same year. Because she doesn't like riding in cars, she has grown to love spending time with her grandpa whenever Troy has to travel. Grandpa calls her a "Hillbilly from Missouri" and she is missing teeth on both sides, so maybe... Just like all typical Goldens, Honey's perfect day would consist of eating anything and everything, followed by a nap, then out to chase squirrels, finishing up with eating anything and everything again before passing out asleep for the night.

Kim Donner

(262) 241-4144

(262) 518-0391

Although born in Minnesota, I’ve lived in Wisconsin most of my life. For over 35 years I have worked with clients in the financial, marketing and manufacturing sectors. My focus has always been to achieve client satisfaction through effective communication and administration. I love the outdoors and enjoy our great parks system and hiking with my dog, Lily, who thinks she’s a person and is a wonderful companion.

Lily Donner


Hi I'm Lily.  I'm a 2-year old Double Doodle (Petite Goldendoodle and Labradoodle mix) from Michigan.  My mom, Kim, adopted me and brought me home to Wisconsin.  My favorite things are car rides, kisses, running free at the park, playing with my neighborhood friends, and treats... Lots of treats!