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Welcome to
VandenBoom Verstegen
Wealth Management

Going above and beyond is what we do


Contact Us

Helping You

manage the changing face of life

Proactive Planning

for a solid future

Our Mission

your success is our mission

About Us

At VandenBoom Verstegen Wealth Management, we strive to build long-term relationships with our clients and their families.  Being an independent financial services team, we are able to offer you professional objective financial advice. Our goal is to help simplify your financial life and empower you to make informed decisions through financial planning, education, open communication and superior service.

 

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Who We Are

As investment fiduciaries, we are dedicated to providing investment management and strategic wealth planning that seeks solutions that are always in your best interest. Simply put, we strive to be our client’s trusted advisor.

 

Our Process

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

What We Do

As independent advisors, we build portfolios based on independent and objective guidance and advice. Our focus remains where it belongs, building lasting relationships with our clients.

Our Services

Our expectation is the same as yours – to be there for you when you need us. All of our energy, commitment and efforts are focused on our clients, utilizing our resources and striving to preserve wealth.

 

Financial Planning

As investment fiduciaries, we are dedicated to providing investment management and strategic wealth planning that seeks solutions that are always in your best interest.

 

Investment Planning

Investment selection can play a key role in your wealth management plan. A well-diversified portfolio of high-performance funds can help you pursue your goals.

 

Risk Management

Asset allocation recommendations from our team will always strive to align with your risk tolerance and rate of return objectives.

 

Retirement Plan Transition Assistance

When the time comes for you to make the transition from your career to retirement, we will be there to help you structure a retirement income plan that works for you.

 

Tax Strategies

Staying on top of changes in state, federal, and other taxes is a massive undertaking.  We offer proactive advice on a wide variety of tax reduction strategies based on your individual circumstances and goals.

 

Insurance Planning

Insurance is essential to any comprehensive plan. It can protect you and your family from undue hardship.

 

Estate Planning

A well-executed estate plan strives to ensure your heirs are cared for, minimizes taxes and strives to ensure your desires are carried out with your wealth.

 

Standard of Care

Wealth management checklists provide a consistent and standardized quality of care and ensure that you are properly prepared for a variety of challenges and opportunities that are common to all stages of life.

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Our Team

At VandenBoom Verstegen Wealth Management, our team of dedicated financial advisors and support staff offers years of combined financial experience through a motivated, client-focused approach. We believe our teamwork perspective adds a broader viewpoint to all we do and provides increased benefits to our clients.

Photo of team member

Matt Vanden Boom

Partner, Financial Advisor

CFP®
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Matt Vanden Boom

Phone: 920-560-5600

Email: matt.vandenboom@lpl.com

Matt is a partner in VandenBoom Verstegen Wealth Management. He has provided financial services to individuals, families and business in the Fox Cities for over 30 years.

Matt earned his BBA in Finance/Marketing from the University of Wisconsin, where he was also a co-captain of the football team and honored First Team All-American as both a player and a student athlete. He spent two seasons in the NFL with the Buffalo Bills.

Matt is an active participant in the community and has served on several boards including the St. Elizabeth Hospital Community Foundation, the Outagamie County Historical Society, the Fox Cities Sports Authority and the National W Club. He has also been active in coaching youth sports. Matt and his wife Amy have two adult sons and reside in Combined Locks.

Bio
Photo of team member

Mike Verstegen

Partner, Financial Advisor

CFP®
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Mike Verstegen

Phone: 920-560-5600

Email: michael.verstegen@lpl.com

Mike is a partner in VandenBoom Verstegen Wealth Management. He has been helping individuals, families and business with their investment needs for over 20 years. Mike has been affiliated with LPL Financial since 2003.

Mike earned his BBA in Business Management from the University of Wisconsin. He was a four-year starter on the football team and earned first team All-Big Ten and All-American honors as an Offensive Lineman. Mike spent five years in the NFL, spending three seasons with the New Orleans Saints and two seasons with the St. Louis Rams.

Mike is an active member of the community, having served several boards including the YMCA, Kimberly Area School District School Board, Kimberly Touchdown Club, and the Timber Rattlers board. Mike spent several years coaching youth sports and was a volunteer assistant coach for the Kimberly Papermakers varsity football team for over 15 years. He also enjoys golfing, camping, and spending time with his family. Mike and his wife Keri have three adult sons and reside in Combined Locks.

Bio
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Patrick Raasch

Investment Representative

CRPC
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Patrick Raasch

Phone: 920-560-5663

Email: pat.raasch@lpl.com

Patrick joined Vanden Boom Verstegen Wealth Management in 2012 and has been working alongside Matt and his clients since 2002.  In addition to earning his Associates Degree in Banking and Financial Services, Patrick maintains his Series 7, 63, 65 and 24 securities licenses through LPL Financial, allowing him to help serve clients and their needs as well as provide supervisory support to other financial representatives.

Patrick excels in delivering exceptional client support throughout the wealth management relationship. 

Patrick and his wife Alyssa reside in Appleton with their five children.  Outside of work, Patrick enjoys playing softball around the Fox Valley, attending their children’s various sporting activities and taking in concerts throughout the year.

Bio
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Tim Vanden Boom

LPL Financial Advisor

CFP
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Tim Vanden Boom

Phone: 920-560-5664

Email: timothy.vandenboom@lpl.com

Tim joined Vanden Boom Verstegen Wealth Management in 2019.   He graduated from the University of Wisconsin with a BBA in Finance and Investment Banking.  While in college, Tim interned with Morgan Stanley.

Upon graduation, Tim joined the Peace Corps, serving two years in the country of Panama.  He then worked for 8 years as an investigator for the Federal Government’s Department of Labor.

Tim and his wife Kristin reside in Neenah with their three young children.  He enjoys a variety of outdoor activities in his leisure, including waterfowl hunting, fishing and golf.

Bio
Photo of team member

Matt Verstegen

LPL Financial Advisor

CPA
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Matt Verstegen

Phone: 920-560-5600

Email: matthew.verstegen@lpl.com

Matt joined Vanden Boom Verstegen Wealth Management in 2021.  He graduated from the University of Wisconsin-Whitewater with a BBA in Accounting and Finance.  While in college, Matt founded the Whitewater Investment Group, a campus investing club that educates students on investing and markets.

Upon graduation, Matt moved to Milwaukee to work for EY in their financial services office (FSO) audit practice.  Most recently, he spent three years at Artisan Partners, an investment manager based in Milwaukee.

Matt recently purchased a house in Combined Locks.  He enjoys golfing, skiing, and cycling in his free time.

Bio
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Danny Vanden Boom

Sales Assistant

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Danny Vanden Boom

Phone: 920-560-5600

Email: daniel.vandenboom@lpl.com

Danny joined Vanden Boom Verstegen Wealth Management in 2022. He graduated from the University of Wisconsin with a bachelor’s degree in Personal Finance and received a Certificate in Entrepreneurship.

While in college, Danny was a member of the Badger football team and also served on the Student-Athlete Advisory Committee in support of the Athletic Department. He was awarded Academic All-Big Ten honors each year in his time at Madison. Additionally, Danny gained valuable work experience through his internship with New York Life. He was an active member at Saint Paul’s Student Center and a regular participant in the Badgers Give Back volunteer program.

Danny and his wife, Carisa, recently purchased a home in Little Chute. He enjoys fishing, golfing, and spending time with family and friends.

Bio
Photo of team member

Bret Verstegen

Sales Assistant

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Bret Verstegen

Phone: 920-560-5600

Email: b.verstegen@lpl.com

Bret joined Vanden Boom Verstegen Wealth Management in June 2022.  He graduated from the University of Wisconsin in May of 2019 with a bachelor’s degree in Personal Finance.  In 2021, Bret became a CERTIFIED FINANCIAL PLANNER™.

While in college, Bret spent time as a CFP® Intern at a wealth management firm in Milwaukee.  Upon graduation, Bret was employed for three years at an investment advisory firm in Madison where he was a Financial Planning Associate responsible for developing comprehensive financial plans for clients.

Bret currently resides in Appleton.  In his free time, he enjoys being active, attending concerts, golfing and spending time with friends and family.

Bio
Photo of team member

Amy Ourada

Operations Manager

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Amy Ourada

Phone: 920-560-5661

Email: amy.ourada@lpl.com

Amy joined VandenBoom Verstegen Wealth Management in 2012 and has worked with Mike in the industry for over 10 years. Amy earned her Associate Degree in Accounting  from Fox Valley Technical College.

Amy enjoys reading, walking and spending time with family and friends. Amy and her husband Jay have three adult sons and reside in Appleton.

Bio
Photo of team member

Megan Bayorgeon

Administrative Assistant

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Megan Bayorgeon

Phone: 920-560-5600

Email: megan.bayorgeon@lpl.com

Megan joined VandenBoom Verstegen Wealth Management in 2021.  Prior to that, she spent many years in various roles in the financial industry and was also employed for several years as an educational assistant in the Kaukauna Area School District.  Megan has volunteered as an Election Poll Worker for the City of Kaukauna.  Megan and her husband Chris live in Kaukauna with their two teenage sons.  In her free time, Megan and her family enjoys traveling to the beach and mountains, road tripping across the U.S. and spending time in Townsend and Land O'Lakes.

Bio
Photo of team member

Keri Verstegen

Administrative Assistant

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Keri Verstegen

Phone: 920-560-5600

Email: keri.l.verstegen@lpl.com

Keri joined VandenBoom Verstegen Wealth Management in 2019. Prior to that, Keri spent 15 years as a library media assistant for the Kimberly Area School District. Keri enjoys fitness classes, camping, reading and spending time with her family. Keri and her husband Mike have three adult sons and reside in Combined Locks.

Bio

Our Blog

You can count on our blog posts and articles to provide you with thoughtful insight on market and economic news as well as key financial planning issues.

Latest Blog Posts

We've Moved!
Oct 06, 2021 by Vanden Boom Verstegen Wealth Management

Our new office building at 707 Cobblestone Lane in Kimberly is complete and we have moved in.

We are incredibly grateful and appreciative that this beautiful space is ours.  Our entire team is excited to welcome you in and share it with our clients!

Read More
Coming Fall 2021!
Mar 29, 2021 by Vanden Boom Verstegen Wealth Management

We're excited to announce that we are building a new office!  Construction is set to begin in April and we hope to be moving in sometime in September. 

Our new location will be only a block away from our current office.  We'll share updates of the progress, so be sure to check back often!

Read More
LPL StreetView: Green Shoots in the Road Ahead
Jun 15, 2020 by Vanden Boom Verstegen Wealth Management

The Road to Recovery

LPL Financial Chief Investment Officer Burt White takes a close look at recent economic activity and green shoots in the road to recovery.  Click on the link below for a short video that's worth the watch!

https://youtu.be/VSm8woBUw00

Read More

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Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 920-560-5600
Fax: 920-560-5665

Email: vvwealth@lpl.com

707 Cobblestone Lane, Kimberly, Wisconsin 54136

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2018 Best of the valley .jpg

 

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Vanden Boom Verstegen Wealth Management is associated with Vanden Boom Wealth Management, LLC. 

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

Licensed to sell Securities in WI, AL, AZ, CA, CO, DC, FL, GA, IA, IL, IN, LA, MA, ME, MI, MN, MO, MT, NJ, NM, NV, NY, OR, SC, SD, TX, WA.

Matt can do business in WI, AL, AZ, CA, CO, DC, FL, GA, IA, IL, IN, LA, MA, ME, MI, MN, MO, MT, NJ, NM, NV, NY, OR, SD, TX, WA.
Mike can do business in WI, AL, AZ, CA, CO, FL, GA, IL, LA, ME, MI, MN, NM, NV, NY, OR, SC, SD, TX.
Dean can do business in WI, AL, CA, FL, IL, MI, MN, NM.

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