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 series 6, 63 and 65 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 unique and creative solutions to help you reach your financial goals.  

 

Tyler Loeffelholz

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 Series 7 and Series 66, as well as Health and Life licenses, and is registered in Wisconsin, Iowa, Minnesota and Oregon. 

 

Amy Olson

Financial Service Specialist

Amy joined the financial field 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, along with her husband and two children, reside in Holmen, WI. As a family, they enjoy spending lots of time outdoors hunting, riding their ATV's, boating and fishing. She enjoys traveling and visiting family and friends. 

 

Scott Ebert, RICP®, AIF®, CLTC® 

Financial Professional

Scott joined the Wisconsin Business Center in January of 2013 as a Principal Securities Registered Representative and Investment Advisor Representative. Prior to Principal®, Scott worked in the wholesale distribution business. Scott has extensive experience working with business ownes, 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

Internal Producer Associate

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.

 

Ellen-Ann Doman

Client Service Manager

Ellen-Ann has been a financial services professional for 30 years, delivering solutions for financial service organizations, to retirement plan clients. An accomplished Relationship Manager and participant education specialist for retirement plans, she is committed to service excellence and thought leadership for the retirement plan, as well as providing tools and education to help plan particpants reach their retirement goals.

Ellen-Ann graduated from Bradley University with a degree in Business Administration and curerntly holds the FINRA Series 6 and 63, as well as health and life insurance licenses.