Steve Romagna, CFP®, is the Executive Vice President of Romagna Wealth Management Group. As a financial advisor for over 29 years, he enjoys serving each of his clients’ unique needs and helping them succeed financially.  Steve’s passion is employing a process that allows his clients clearly to articulate their goals and implement a customized plan to pursue them. He takes pride in helping clients plan their retirement and being a resource for all their retirement questions, concerns, or uncertainties.

After graduating from UW-Madison in 1996, Steve started his career with Prudential Securities*. After several years of learning the ins and outs of financial advising, he wanted to provide even more for his clients and their interests, so he launched Romagna Wealth Management Group in 2014.

In 2012, Steve earned his CERTIFIED FINANCIAL PLANNER® certification, which is awarded only to those who complete a rigorous course of study and abide by a strict code of ethics to maintain their technical competency. He was also named Forbes Best-In-State Wealth Advisor each year from 2020 through 2025**.

Outside of the office, Steve is very passionate about his family. He can usually be found coaching or volunteering for one of his four children’s schools, at the baseball diamond or on the football field. The Romagna family also regularly travels to Cocoa Beach, Florida, to visit family.

Steve’s hard work and discipline also transfer over to his life outside of work. Knowing how important it is to maintain a healthy work/life balance, Steve and his wife, Jennifer, bike and run the hills near their Richfield home. Steve particularly enjoys working out in the morning before heading to work or training for his next triathlon (having completed his first in 2013). He also enjoys playing basketball, woodworking or making an authentic southern BBQ to share with friends and family.

A life-long resident of the Milwaukee area, Steve believes it is essential to give back to the local community. He has volunteered for the Education Foundation of Wauwatosa and the Brookfield Jaycees.

 

*A predecessor firm of Wells Fargo Advisors
**2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on time the time period from 6/3023-6/30/2024 (Source: Forbes.com).   2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time-period from 6/30/22-6/30/23 (Source: Forbes.com).  2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time-period from 6/30/21-6/30/22 (Source: Forbes.com).  2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time-period from 6/30/20-6/30/21 (Source: Forbes.com).  2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time-period from 6/30/19-6/30/20 (Source: Forbes.com).  2020 Forbes Best-In-State Wealth Advisors: Awarded February 2020; Data compiled by SHOOK Research LLC based on the time-period from 6/30/18-6/30/19 (Source: Forbes.com).  The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Cathleen Ristau brings over 27 years of outstanding client service to the Romagna Wealth Management Group. She is a hard-working individual who truly enjoys speaking with clients and getting to know them personally. Cathleen prides herself on delivering the best service for her clients and always leaves a smile on their faces.

After graduating from the University of Wisconsin, Milwaukee, Cathleen started her career in retail management. She trained employees in providing the best customer service possible. She was able to carry these skills over to Prudential Securities* in 1997 as a Branch Administrator. Being a client associate for over a decade now, Cathleen knows everything from HR duties, compliance, operations and more!

Outside of the office, Cathleen enjoys everything warm weather, water, and sunshine, such as hosting friends at the family’s seasonal cottage.  She loves pontoon rides, enjoys jet ski rides every now and then, and hiking in the beautiful Northern Kettle Moraine.

In the cold Wisconsin winters, Cathleen enjoys vacationing with her husband at their condo in sunny Indian Shores, Florida, and inviting friends and family to join whenever possible.   Also, she and her husband frequently host Game Nights in their home.

A fun fact about Cathleen is that she loves trying old-fashioned Supper Clubs and visiting with senior citizens, listening to their stories and memories! Their experiences and adventures are always fascinating to hear.

*A predecessor firm of Wells Fargo Advisors

Jon is a Financial Advisor at Romagna Wealth Management who helps clients turn retirement goals into clear, achievable plans. He listens to each client’s unique situation, builds tailored strategies using the most appropriate investment vehicles, and provides ongoing guidance as life and markets change. Jon’s approach is practical and client-centered: he tries to translate complex investment concepts into straightforward plans so clients can pursue their goals with confidence.

Jon began his career in institutional equity research at Stephens Inc., a family-owned investment bank in Little Rock, where he prepared company and industry research used to shape equity recommendations for institutional clients. He holds a bachelor’s degree in Finance from the University of Wisconsin–Milwaukee and completed the 21 month Investment Management Certificate Program (IMCP), during which he helped manage roughly $10 million in student portfolios and presented portfolio performance and risk analysis to the IMCP advisory council.

Working alongside Romagna Wealth Management’s leadership, Jon combines his hands-on investment experience with the firm’s deep product knowledge to try to deliver measurable value for local clients. A lifelong Wisconsin resident raised in Germantown, he returned home to apply his financial expertise in service of his community. Outside the office, Jon spends his time on the golf course or the soccer field and is an avid car enthusiast.

Joel Hoeffler brings a strong foundation in finance and investment management to his role as a financial advisor at Romagna Wealth Management Group. He earned his Bachelor of Business Administration in Finance from the University of Wisconsin–Milwaukee and went on to complete the Graduate School of Banking’s Certificate of Executive Leadership at the University of Wisconsin–Madison. He also holds an Investment Management Certificate from the University of Wisconsin–Milwaukee.

Before joining Romagna Wealth Management Group, Joel built a diverse career in banking, investment banking and equity research, investor relations, and buy-side investment management. His expertise lies in investment management, with a focus on equity research and analysis. One of his proudest professional accomplishments was authoring thought-provoking research on NCR that not only challenged conventional views but also contributed to the company restructuring into NCR Voyix and NCR Atleos, unlocking significant shareholder value.

At Romagna Wealth Management, Joel is passionate about building meaningful client relationships and helping guide individuals toward financial independence. He takes pride in listening to clients’ goals and ambitions and then developing strategies to help them achieve lasting success.

Joel’s long-term mindset, critical thinking, and loyalty define both his professional approach and personal life. Outside of the office, he enjoys golf, investing, and exploring the outdoors. Among his favorite travel experiences is visiting Yosemite National Park. He also recommends The Psychology of Money by Morgan Housel, a book that aligns with his own philosophy of always putting others’ best interests first.