Meet Our Team

Randall J. Malone, CLU®, ChFC®, AIF®

Financial Professional

Randy Malone began his career over 30 years ago. Malone, whose approach, and attention to fine detail is known for his commitment in serving small-to-medium sized businesses, and their key executives. Randy is dedicated to providing employers financial solutions for themselves and their employees. His team strives for full confidence in working alongside you to meet your financial goals.

 

Jess Humpal, AIF® 

Financial Professional

Jess has been in the business since 2003 and has been a Principal® Financial Representative and Principal Securities Registered Representative since August, 2013. He holds the FINRA Series 6, 63 and 65 securities registrations. In that time, Jess has worked alongside business owners and key employees offering retirement solutions. Working with his team to provide comprehensive retirement planning services to companies and individual clients, with a team of professionals who analyze, plan and implement customized solutions to help you reach your financial goals.  

 

Tyler Loeffelholz, AIF® 

Financial Professional

Tyler joined the United Financial Advisors team in June, 2022. His focus is on small to medium size business solutions to help employers recruit, retain, reward and retire their employees. Tyler's goal is to help provide clarity in the retirement planning process, as well as educate new retirees on distribution strategies. Whether it's a new investor, or someone entering retirement, Tyler is ready to help.

Tyler graduated from Western Technical College in La Crosse, WI with an Associates Degree in Accounting. He also has previous accounting experience in banking. Tyler holds the FINRA Series 7 and Series 66 securities registrations, as well as Health and Life licenses, and is registered in Wisconsin, Iowa, Minnesota and Oregon. 

 

Amy Olson

Customer Service Specialist

Amy joined financial services in June 2019. After graduating from the University of Wisconsin - La Crosse in 2002 with a Bachelor's degree in Psychology and a Minor in Child and Youth Care, Amy worked in the School District of Holmen, in Elementary Special Education. Amy holds her Life and Health Insurance Licenses. 

Amy resides in Holmen, WI with her family.  She enjoys traveling and spending time with family and friends. Amy volunteers as a board member for Holmen's Hope. 

 

Scott Ebert, RICP®, AIF®, CLTC® 

Financial Professional

Scott joined the Principal® Financial Network of Wisconsin in January of 2013 as a Principal Securities Registered Representative and Investment Adviser Representative. Prior to Principal®, Scott worked in the wholesale distribution business. Scott has experience working with business owners, managers, manufacturing reps and brokers. Scott has always had a passion to help those around him, and that drive is what landed him at Principal.

Scott earned his Bachelor of Business Administration degree in 1995 from the University of Wisconsin - Madison. Scott is licensed in Alaska, Arizona, Kentucky, New Jersey, Texas, Delaware, Florida, Minnesota, and his home state of Wisconsin.  

 

Jairus Halladay

Financial Professional

Jairus graduated from UW-Milwaukee in 2012 with a bachelors Business Administration, majoring in Finance and Marketing. Jairus has three years in the financial services industry, working in investment advisory associate roles. He is FINRA series 7 and 66 securities registered, and life and health insurance licensed.

Jairus is driven to be a financial educator and provide comprehensive service to our clients, with a customer service driven mentality. Jairus lives in Milwaukee, WI, where enjoys being an active volunteer with the Riverwest food pantry, Make a Difference Wisconsin, and his church finance council. In his free time he enjoys swimming, biking, and camping through Wisconsin.

 

 

Jason Musante-Klumb,  AIF® 

Financial Professional

Jason has been in the financial industry since 2002, with a dedicated focus to employer-sponsored retirement plans.  He helps plan sponsors focus on plan design and operations to help ensure the plan is providing the greatest value for the plan sponsor, while also allowing the participants to save for their retirement.

Jason obtained his BS from UW-Platteville in Business Administration, with a focus on Marketing and Spanish.  In addition, he hold his FINRA Series 7 & 66 securities registrations, as well as his Life and Accident & Health Insurance licenses.  Jason resides in Milwaukee, WI and enjoys spending time with his family and friends.  He enjoys supporting his local sports teams, and loves reading and movies.  Jason also donates time and efforts to local chartiable and non-profit organizations.