About Us

Lifetime Financial began over 20 years ago with a vision shared by three dedicated advisors: Kimberly Hemmersbach (Phillips), Joe Atteln, and Jack Gagermeier. They formed their group first by establishing a office in West Salem, WI and then moved to Onalaska, WI. They were commited to providing personalized service for all of their clients financial needs. Their long-term, trusted relationships and values laid the foundation for everything we stand for today. 

As the financial landscape evolved, so did we. In 2016, Kathleen McAfee joined the team, bringing a passion for client education and expertise in asset transfers. She learned from all founding advisors. 2 years later, in 2018, Joe Atteln retired.

The next change happened in 2020 when Alex Matz came on board; Adding advanced knowledge in tax strategies, retirement planning, and risk analysis. Alex learned from founding members Jack and Kimberly before Jack Gagermeier retired in 2022.

Kimberly Hemmersbach (Phillips) played a pivotal role in mentoring both Kathleen McAfee and Alex Matz. Her decades of experience in the industry, provided the foundation for their growth as financial advisors. Through her guidance, Kathleen and Alex gained not only technical expertise but also the values of integrity, client education, and personalized service that define our firm today. Kimberly Hemmersbach (Phillips) retired in 2024 and transitioned the business to Kathleen and Alex.

We learned the fundamentals of client care and financial planning from the founding team. Principles that shaped our approach today. Building on that foundation, Alex developed a specialty in tax strategies and complex retirement planning, while Kathleen focused on simplifying asset transfers and educating clients. Together, we combine proven wisdom with fresh ideas to deliver clarity and confidence for every stage of life.

Our mission remains unchanged: to help individuals, families, and businesses build financial confidence for life and for generations to come.