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Waelchli Financial Services, LLC.

Our Team

Douglas J. Waelchli

 President

Education:

  •  University of Wisconsin-Madison Wisconsin – BS

  •  Materials Science & Engineering – 1995

Professional:

  • Edward Jones – 2001-2006

  • Investment Representative

  • Founded Waelchli Financial Services in 2006

  • Investment Advisor Representative of Harbour Investments, Inc.

Community:

  • Past President and member of Peshtigo Lions Club

  • Past Member of Peshtigo Chamber of Commerce

  • Past Director  of Committee Chair – Tourist Information Center - 2005-2008

  •  Past Director of Peshtigo Economic Development Committee

  • Past committee Member for Financial Endowment

  • Past Court Appointed Special Advocate for children in Marinette County

  • Active Member of Safe Haven Church

Personal:

  • Doug resides in Peshtigo for the last 24 years and has two adult children Devin and Olivia.  He enjoys spending time his kids and spending time hiking, biking, playing softball, fishing, and boating. Most important is to serve people and be the light in this dark world.  

“People trust me with their hard earned savings.  Earning their trust is something I take very seriously.”

  • Telephone:   715.582.3185 (direct)

         Sandy Martin 

           Office Manager 

Education:

  •  University of Wisconsin-Green Bay Wisconsin – Bachelor of Science

    • Majored in Human Development

    • Minored in Music

    • Earned General Education Teaching Certificate Grades 1-8

  •   University of Wisconsin-Oshkosh – Master's Degree

    • Reading Education Specialist Certification K-12

Professional:

  • Marinette School District

    • General Education - elementary and middle level teacher 1992-2015

    • Middle School Instructional Coach in Literacy 2015-2024

  • Started at Waelchli Financial Services September 2024

Community:

  • Member of Calvary Church, volunteering in many areas

  • Member of NEW Concert Band

  • Played in Pit Orchestras for Menominee High School and Theater on The Bay

Personal:

  • Sandy was born and raised in the area and graduated from Peshtigo High School. She now resides in Porterfield with her husband and has two grown and successful daughters. When not volunteering at church, she loves spending time with her family, boating at the lake, gardening, and crafting.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck