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) 

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®.


 

Ken Gellerstedt

Financial Services Representative
Principal Securities Registered Representative
Financial Advisor

Ken comes from a diverse professional background. His passion is in finance and working with his clients to fully understand and partner with them. His goal as a financial advisor is to provide the knowledge and advice to partner with his clients to help them get on track, and stay on track, to help realize each clients own unique goals and dreams.

Ken obtained his FINRA Series 7 and 66 securities registrations, and also has his Life and Health Insurance License for the state of Wisconsin. He attended University of Wisconsin - Platteville where he received his Bachelor's Degree in Business.

Ken is active in his community, as a board member of Junior Achievement of Wisconsin – Winnebago Area and as a Sunday School teacher. In His free time, her enjoys spending time with his wife and two children.  Him and his family enjoy spending time in the outdoors and working on classic cars.


Tina Grenlie, AAMS

Financial Representative

Principal Securities Registered Representative

Financial Advisor

Tina has been in the insurance and financial services industry since 2017. As a financial advisor, Tina is inspired by the joy she sees when people feel good about their financial future. Tina looks forward to working with you to develop a complete, tailored strategy to help you achieve your financial goals. 

Tina grew up in Waupaca, WI and graduated from UW-Oshkosh with a bachelor’s degree in Business and a Minor in Economics. She holds her FINRA Series 7 & 66 securities registrations as well as her Life and Variable Life, Accident & Health licenses.

Tina and her husband live in Fremont, WI. They have 3 grown children and a granddaughter. Tina and her family enjoy playing cards, volleyball, boating, and golfing together. Tina is a basketball coach for Special Olympics and serves as an ambassador for the Fox Cities Chamber and a board member for the Mid-day Women's Alliance.

 

The Synergy Team

Sam and Jem 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 family 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 visits to the local library, and we enjoy exploring and learning about all areas of Wisconsin.