Our Team

Our Financial & Insurance Professionals

At JTS Insurance, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

We can help you address:

Medicare options
Asset protection
Retirement goals
Financial and estate planning
Tax strategies
Insurance needs

We also can answer your questions, including:

Can I retire early?
When should I enroll in Medicare?
Am I invested properly?
Are my investments working hard enough?
How can I protect assets from Long Term Care?
Do I need a will or a trust?
How can I avoid probate?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Jay T. Stueber

Registered Representative

Jay Stueber graduated from the University of Wisconsin-Oshkosh with a Bachelor’s Degree in Finance where he now has over 12 years experience in wealth management and investment /estate planning services.

Jay provides customized strategies and guidance to help clients plan for their financial future, whether in retirement planning, estate planning, or asset protection from nursing homes. 

Jay proactively manages and monitors his clients personalized portfolios to meet their objectives and achieve their short-term & long-term goals.

In Jay’s spare time, he enjoys hunting & fishing, spending time with his wife Rae and daughters Grace and Brooklyn. Jay also enjoys traveling up north to visit his family in Park Falls and Door County.

Thomas E. Balgeman

Estate Planning Attorney
*Not Affiliated With JW Cole Financial, Inc.

Thomas E. Balgeman is a top-rated Elder-Care attorney practicing in Southeastern Wisconsin. Thomas Balgeman was selected to Super Lawyers of 2020 and is recognized by his peers for his outstanding work and commitment to the spirit of the legal profession. His knowledge of the law, professional work ethic, and advocacy on behalf of his clients allows Tom to stand out among other attorneys in the field. Thomas Balgeman represents clients with Elder Law issues. Additional legal issues represented include Estate Planning & Probate as well as Title 19 and Nursing Home Planning.

Email Thomas

Ryan Stueber

Administrative Assistant

After graduating from the University of Wisconsin System in 2006, Ryan joined Northwoods Paper converting out of Beaver Dam and quickly worked his way to becoming the National sales manager for the largest paper converter in the United States, tripling their sales within his 10-year career. Ryan has recently joined Roman Financial in a managerial position of the support staff.

Away from the office, Ryan enjoys time with his beautiful wife Amanda and their two sons Ryston and Ryker. He also enjoys outdoor activities: Hunting, Fishing, Boating, Running, and Biking.