Broker Check


Graham C. Green, founded 'Jackson Square Financial' after 17 years in the financial services field. He began his career with Northwestern Mutual in 1993 and quickly grew into one of the nation's most productive registered reps. His...

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Chris Owen offers personalized, boutique financial services for individuals and businesses. His goal is to demystify the problems of an increasingly complex modern financial landscape and to deliver comprehensive,...

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Ryan Sittauer, AIF®

Business Financial Specialist, LPL Financial Representative


With professional experience in Commercial Insurance, Employee Benefits, Retirement Planning, and Payroll, Ryan brings a unique skill set to his clients. Ryan's practice focuses on serving the needs of small to mid-sized closely held...

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Michael Velzo

Wealth Advisor



Michael enjoys helping organizations and individuals develop comprehensive financial strategies. After graduating from the University of Michigan, he began his career on the trading floors and clearing house of the Chicago Mercantile...

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Elaine Yu

Manager, Retirement Plan Services


Elaine has extensive experience in the financial services industry. She joined Jackson Square Financial in 2001 and has assumed a number of different roles and responsibilities during her tenure. As Manager of Retirement Plan Services,...

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Louise Fung

Account Operations Manager


Louise, a native of London, joined Jackson Square Financial in 2009 with 10 years of underwriting and business operations experience in the insurance and reinsurance industries in Europe and Asia with Wurttembergische Versicherung AG,...

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Megan Merrill is a Wisconsin native and has a degree in Sociology from the University of Wisconsin - Madison. She started her insurance career in 2006 and has been responsible for tending to the benefits needs of clients in the small...

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Mabel San

Client Services Representative


Mabel is directly responsible for resolving client services needs with 401k plans and other projects requiring special attention. As a liaison, she has built a strong relationship with clients and insurance carrier and works with them...

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