About Us

C. Peter Kerntke

CFP^®, MS

Peter Kerntke is Senior Partner and Individual Securities Specialist with Kerntke Otto McGlone Wealth Management Group. He is a Certified Financial Planner (TM) professional and a Registered Investment Advisor representative.

Peter offers experience in both financial planning and accounting. He holds both a Bachelor of Finance and Operations Management Degree and a Master's Degree in Accounting from the University of Wisconsin-Oshkosh. Peter began his professional career as an Auditor for Grant Thornton CPA's. He then became an accountant for Gold Bond, located in Green Bay, WI. In 1986, he became a financial advisor for Ameriprise Financial, formerly American Express Financial Advisors, until 2007 when Kerntke Otto McGlone Wealth Management Group was formed.

Peter focuses on helping clients meet their retirement goals, provide adequate retirement income, build and maintain family wealth and minimizing risks associated with wealth accumulation. He works with clients to help them develop a systematic strategy, taking into account tax issues to meet clients' goals with reduced volatility.

Peter enjoys golf, biking, travel and spending time with family.

Certified Financial Planner Board of Standards, Inc. owns the certification mark CFP ^®, Certified Financial Planner TM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

Contact Pete: peter.kerntke@onekom.com

James M. McGlone

CFP^®, MSFS

Jim is Senior Partner, Chief Compliance Officer, & Risk Management Specialists with Kerntke Otto McGlone Wealth Management Group. He is a Certified Financial Planner (TM) professional and an Investment Advisor Representative.

He holds a Bachelor of Arts Degree from Ripon College in Business Administration, Economics and Mathematics. Jim earned his Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania.

Jim has more than 16 years of experience in the financial services industry. He started his career with Ameriprise Financial where he became a member of their Advanced Advisor Group. In 2007 he became a founding partner of Kerntke Otto McGlone Wealth Management Group. Jim's primary focus is working with individuals and families to achieve their goals and dreams through a long term consultative relationship.

Jim is married to Amy McGlone. Together they have 4 children. As a family they enjoy the outdoors, swimming, camping, boating, downhill skiing, travel, reading, and spending time together.

Certified Financial Planner Board of Standards, Inc. owns the certification mark CFP ^®, Certified Financial Planner TM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

Contact Jim: jim.mcglone@onekom.com

Jason A. McGlone

CFP^®, MSFS

Jason is Senior Partner and Fixed Income Securities Specialists with Kerntke Otto McGlone Wealth Management Group. He is a Certified Financial Planner (TM) professional and a Registered Investment Advisor Representative.

He holds a Bachelor of Science Degree in Economics from Northern Michigan University, and earned his Master of Science in Financial Services (MSFS) degree from the Richard D. Irwin Graduate School at The American College in Bryn Mawr, Pennsylvania. This commitment to higher education and professionalism puts Jason in a select group who has reached this level of academic achievement in financial services, and puts him in a position to address a broad range of issues when working with clients.

Jason worked as an independent financial advisor for Ameriprise Financial for 9 years. He was a member of their Advanced Advisor Group until 2007 when he became a founding partner at Kerntke Otto McGlone Wealth Management Group.

Jason enjoys offering individual guidance to clients. He believes that through careful planning in the accumulation, management, access, and distribution phases of wealth management that clients will enjoy much greater financial freedom and independence.

Jason is married to Delanie. Together they have 3 children. As a family they enjoy the outdoors, camping, boating, downhill skiing, and travel.

Certified Financial Planner Board of Standards, Inc. owns the certification mark CFP ^®, Certified Financial Planner TM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

Contact Jason: jason.mcglone@onekom.com

R. Michael Otto

CFP^®, MBA

Michael Otto is Senior Partner and Managed Equities Specialist with Kerntke Otto McGlone Wealth Management Group. Mike is a Certified Financial Planner (TM) professional and a Registered Investment Advisor representative.

He brings with him extensive experience in financial planning and investment management. With a Bachelor's degree from the University of Wisconsin, Oshkosh in Economics and a Master's of Business Administration in Finance from the University of Wisconsin, Madison, Mike began his professional career at Appleton Papers Inc. serving for 13 years from 1979 to 1992 in both treasury and marketing positions. In 1992, Mike became a Financial Advisor for Ameriprise Financial, formerly known as American Express Financial Advisors, until 2007 when Kerntke Otto McGlone Wealth Management Group was formed.

Mike has helped many clients into, and during, retirement, to give them confidence and control during this time of transition. He is grateful to be working with people in realizing their life long dream.

Mike is married to Sue. Together they enjoy biking and offering their time to community service, including the American Cancer Society's Sole Burner Run/Walk. He also is a graduate of the Leadership Fox Cities Program

Certified Financial Planner Board of Standards, Inc. owns the certification mark CFP ^®, Certified Financial Planner TM and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.

Contact Mike: mike.otto@onekom.com

Sharon L. Steward

Sharon is a Client Service Coordinator with Kerntke Otto McGlone Wealth Management Group. She primarily dedicates her time to assisting the clients of Pete Kerntke and Mike Otto. She is prompt and informed and is eagar to respond to clients inquires.

Sharon comes to us with 10 years of experience in the financial industry in the Appleton area where she was a Customer Service Representative/Loan Officer. Her experience gives her the confidence to help each client with the upmost respect and service.

She is married to Jeff Steward. Together they have two children, Katlin and Carter. As a family they enjoy time outside, watching movies and time with their family and friends.

Contact Sharon: sharon.steward@onekom.com

Kimberly K. Jefson

Kim is a Client Service Coordinator with Kerntke Otto McGlone Wealth Management Group. She primarily dedicates her time to assisting the clients of Jim and Jason McGlone. Kim is motivated and very eager to help our clients acquire exceptional customer service and advice.

Kim's experience includes over two years at UW-Oshkosh as a business undergraduate. She enjoyed working for the Seymour School District for nine years, where she was the Co-Director of the Aquatic Center prior to coming to Kerntke Otto McGlone Wealth Management Group in 2007.

Kim married Curt Jefson in 1993; they are originally from the Madison area and moved to Seymour in 1996.

Curt and Kim have three boys Kaleb, Casey and Seth. Together they enjoy watching their boys play football, basketball, baseball and spending time with friends and family.

Contact Kim: kim.jefson@onekom.com

Julie N. Last

C.P.A.

Julie is responsible for the tax preparation services at Kerntke Otto McGlone Tax Services. She worked as a Budget Analyst for General Casualty Insurance Company in Sun Prairie, WI from 1996 to 2000. Upon moving to Pittsburgh in 2000, Julie switched employers to work for the University of Pittsburgh as an Accounting Supervisor until 2005. Julie's most recent experience includes preparing tax returns for clients of Berkin Iselin and Lott, SC in Racine, WI. Julie returned home to the Fox Valley with her family in 2009.

Julie achieved her Bachelor Degree in Accounting, Finance, and Investment Banking from the University of Wisconsin, Madison in May of 1996 and is a Certified Public Accountant.

Julie is married to Allen Last. Together they have two children. Julie's interest include, traveling, reading, volunteering, especially at her kids' school, and spending time with friends & family.