Start Your Journey to Financial Freedom with Osaic Wealth
At Osaic Wealth, we believe real financial planning goes beyond models, products, or one-size-fits-all strategies. Whether you're just getting started, approaching retirement, or growing your business, your financial life deserves a plan that’s built around you, not built for the masses.
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We offer both fee-based and commissionable services, depending on what’s in your best interest. Our approach is flexible, transparent, and always guided by our fiduciary responsibility to do what’s right for you.
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With personalized strategies, straightforward guidance, and the right tools, we help you make smarter financial decisions, so you can focus on what matters most: your family, your business, your future.
Meet Our Team
At Osaic Wealth, we’re a family oriented team committed to helping you feel confident about your financial future. We believe in honest guidance, long-term relationships, and treating every client like family. Get to know the people behind the planning and you’ll see we’re just as invested in your future as you are.
Licenses and Designations:
(Series 7, 24, 51, 63, 65), Life and Health Insurance and a Certified Retirement Plan Counselor through College of Financial Planning
Education:
(B.A.) - University of Wisconsin at Oshkosh
(M.A.) - Morningstar University
(D.Min) - Morningstar University
Family:
My wife Julie and I have 4 children
We enjoy traveling, golf, cooking and the outdoors.
Licenses and Designations:
(Series 7, 63, 66) Life and Health Insurance
Education:
University of Wisconsin Whitewater
Family:
Neal has been married to his wife Cindy for 22 years. He enjoys golfing, traveling and is involved in different local area boards; currently is board member at Fox Valley Golf Club. He is also the treasurer for Mission: Home and the MM Muskie Club.
Licenses and Designations:
(SIE, Series 7, Series 66 and
Life and Health Insurance Licensed)
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Background:
Before entering the financial industry, I completed fire academy training and earned certifications in EMT, Technical Rescue, HAZMAT, and Firefighter I & II. That experience taught me the importance of trust, preparation, and clear communication which are values I carry into my work with clients every day.
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Family:
My wife Julia and I have a daughter Juliette and we enjoy spending time at the lake, golfing and going to local events.
Donna assists with the day to day operations in the office.
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Donna has 27 years experience in the financial industry. Prior to joining Osaic Wealth, she held various roles as a Bank Representative.
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Donna's greatest attributes are her people skills, customer service and work ethic.
Donna Currently lives in Neenah Wisconsin. She has 3 grown children and 3 grandsons. she enjoys biking, reading, traveling, music festivals, and spending time with family and friends. Especially the grandsons.
Ways We Can Help
Retirement Planning
We help individuals and families build a clear, personalized plan for retirement, whether you're just starting to save or approaching retirement age. Our approach focuses on aligning your goals, lifestyle, and income needs with smart strategies like 401(k) management, IRA guidance, and long-term income planning. As fiduciaries, we prioritize your best interests to help you retire with confidence and peace of mind.
Wealth Management
We help people manage their wealth with clarity, purpose, and confidence. No matter if you are building your portfolio, planning for retirement, or preserving your legacy, we have the ability to help align your financial strategy with your life goals. Everything we do is built on trust, transparency, and long-term relationships
Tax & Estate Planning
We can help simplify the complex world of tax and estate planning by working closely with you and your CPA or attorney if needed to ensure your financial strategy is aligned with your long-term goals. From minimizing tax burdens to preserving and transferring wealth efficiently, we try and help protect what you've built to ensure your legacy is passed on according to your wishes.
How our complimentary financial physical works
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We Connect
Let’s start with a conversation. In your free initial meeting, we’ll get to know you, your goals, and what financial success looks like in your world. This isn’t just about numbers it’s about aligning your priorities with a personalized path forward.
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Get Started
We’ll gather your key financial info and use a quick risk questionnaire to better understand your comfort level with investing. From there, we’ll build your financial picture using our interactive online tools giving you one clear, organized view of where you stand.
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Discuss Plan
Once we have your plan we’ll walk you through it step-by-step. This meeting is all about clarity and confidence so you understand exactly how each recommendation fits your life and your goals.
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Implement Our Plan
With your plan in place, we move forward together. We’ll help you implement every step, ensuring each decision is intentional and aligned with your future.
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Monitor Our Plan
Life doesn’t sit still, and neither should your financial plan. We’ll check in regularly and make updates as needed. You’ll also have 24/7 access to your financial world through online portals, viewable anytime from your phone, tablet, or desktop. You will also have access to Kevin, Trevor or Donna anytime you may have a question or need help with anything.
Get In Touch With Us
Send us an Email or give us a call if you want to reach out for more information!
Address
Appleton, WI Office:
W6110 Aerotech Dr Suite A, Appleton, WI 54914
Contact
Appleton Office: (920) 739-7757
Seven Lakes Office: (910) 400-5040
Office Hours
Mon - Fri
9:00 am – 5:00 pm (CT)
Mon - Fri
9:00 am – 5:00 pm (EST)
Seven Lakes, NC Office:
1030 Seven Lakes Dr
West End, NC 27376
Kevin Gustafson Email: Kgustafson@osaicwealth.com
Neal Roberts Email: Nroberts@osaicwealth.com
Trevor Patterson Email: Tpatterson@osaicwealth.com
Donna Buchinger Email: Dbuchinger@osaicwealth.com
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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.. Osaic Wealth, Inc. does not provide tax or legal advice.
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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
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These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
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This communication is strictly intended for individuals residing in the state(s) of AZ, CA, CO, FL, GA, IL, IN, LA, MD, MA, MI, MN, MO, NE, NM, NC, SC, VA, WA, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced.