MEET OUR PROFESSIONALS

Emmett F. Long

LUTCF, CLU®, ChFC®, RICP®, AIF®
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Licensed for: Life, Health

Emmett graduated from the University of Wisconsin Stout in 1981 with a Bachelor of Science degree in Hotel and Restaurant Management. He began his career in the financial service industry in 1987 with Mass Mutual. Emmett joined Principal Financial Group in 1990 where he further developed his practice by assisting business owners and executives with their personal and professional financial needs.

Emmett has been involved with the local National Association of Insurance and Financial Advisors since 1990. Through the years he has acquired other designations and honors: LUTCF, CLU®, ChFC®, RICP®, and was named as the Insurance and Financial Advisor Agent of the year in 2007. Emmett concentrates on business plans that include the following: 401(k) and retirement plans, qualified and nonqualified executive benefits, buy/sell funding, and key person plans.   Emmett is instrumental in mentoring new agents in all areas of the business and Executive Benefits planning, and has taught many LUTCF courses over the years.

Included in his areas of experience are: Retirement Planning, Life and Disability coverage, College Funding, Estate Conservation, Executive Benefit Plans, Key Person Protection, Qualified Plans, and Exit Planning.

Emmett and his wife, Madalyn, have lived in the Appleton area for over 30 years. They have four children, Brian, Jessica, Tyler, and Rebecca, along with six grandchildren.

I look forward to connecting with you and exploring the financial planning needs for you and your business.

Certifications & Designations

  • LUTCF designation (1996)
  • Taught 6 LUTC classes
  • Named the Executive Benefits Specialist for the Eastern Wisconsin agency (1998)
  • CLU® designation (2002)
  • ChFC® designation (2003)
  • RICP® designation from The American College (2014) 
  • Fox River Valley Insurance and Financial Advisors Association (member and past president)

Kate Thome

LUTCF, ChFC®, RICP®, CLU®
Licensed for: Life, Health*, Property & Casualty Insurance*

I am a teacher first, and then I help clients take action on what is important to them. Patience is a virtue, and I am empathetic to client needs.

I graduated from UW-Whitewater in 1983 with a B.S. in Business, emphasis in Marketing. When my father and close uncle passed away, I saw the potential benefits that could come from a well-planned future. It was then that I decided to pursue a career in financial services.

Personally, I know how valuable preparing for your financial future can be. I am sincerely passionate about helping people and making their financial future more stable and secure. I particularly enjoy educating and coaching female clients on life's financial solutions unique to women, including surviving widowhood, conquering the challengers of divorce, longer life expectancies and financial know-how.

I am happily married, mother to a beautiful daughter and resident of Neenah, Wisconsin. I enjoy spending my free time with family, golfing, traveling and enjoying the outdoors.

Let's connect soon – I want to help you become more confident about your financial position and its progression.

Education & Credentials

  • B.A. Business - UW Whitewater
  • Life Underwriter Training Council Fellow (LUTCF)
  • Chartered Life Underwriter (CLU®) designation (2002)
  • Chartered Financial Consultant (ChFC®) designation (2003)
  • Retirement Income Certified Professional (RICP®) designation from The American College (2014) 
  • CFP Certification Curriculum - The American College
  • Securities Registrations - Series 6, 7, 63
  • Insurance Licenses - Life, Health, Property & Casualty

Volunteer Activities & Memberships

  • Member of Oshkosh Southwest Rotary (2002-2008)
  • Paul Harris Fellow (2009)
  • National Association of Women Business Owners (NAWBO)
  • Women in Insurance & Financial Services (WIFS)
  • Past Board Member of Christine Ann Domestic Abuse Services
  • Winnebago Estate Planning Council (WEPC) Member
  • TEMPO Fox Valley Chapter, Member

*Health insurance providers are not affiliated with or endorsed by any company of Principal Financial Group®.


Brian Long

RICP®
Licensed for: Life & Health*

Brian graduated from Ferris State University in 2005 with a bachelor's degree in professional Golf Management.  He started in the securities business in 2006 and has attained his Retirement Income Certified designation.  Brian specializes in retirement planning and income solutions.  He works with those close to that retirement dream and younger individuals looking to protect their families and plan for the perfect retirement.  Brian and his wife Joy have two children, Ethan and Evelyn.  

 

*Health insurance providers are not affiliated with or endorsed by any company of Principal Financial Group®.

 


 

 

 

The Synergy Team

Sam, Jem and Kathryn are our valued staff assistants. They strive to make your experience with Synergy Advisory Group seamless and simple. We are very fortunate to have such great individuals that help us deliver excellent customer service.

 

 

 


Sam Spees

I grew up in Green Bay, WI but currently reside in Wrightstown with my son Keegs. I enjoy being outside as much as possible during the nice season (what's that?!) and watching Keegs play sports. He is very into basketball, so most of our spare time is spent traveling the state and sitting in the gym whether it be with his school or club team.

 

 


Jem Stebane

My familiy and I live in Menasha, WI.  My husband Jeff is a musician and we have 3 children.  Alex is a student at UW-GB, Cadence is in 8th grade at Bloomer Middle School, and Osroe is a 6th grader at Maplewood Middle School.

Our family enjoys board games when at home, frequently visit the local library, and enjoy exploring and learning about all areas of Wisconsin.  



Kathryn Webers

I am a homeschooling mother of four children ranging in age from 3 to 12 years old and my family is my passion and my life! My husband and I live in Oshkosh, WI and enjoy outdoor adventures and all sorts of car races.

I earned my Associates degree in accounting from Rasmussen College and enjoy being able to assist the Synergy Advisory Group Team in helping you Plan Today to Enjoy Tomorrow.