Our Associates

With more than two decades of experience as a financial advisor, Boyd is driven by a passion for helping others. He specializes in retirement cash flow strategies and serving multi- generational families. He has a deep understanding of the complex issues that family wealth presents. To help address these unique needs, Boyd employs a sound, disciplined investment approach to help clients preserve their wealth and build for their future.

Boyd graduated from the University of Wisconsin – Whitewater with a BBA in Finance. Additionally, he earned the CERTIFIED FINANCIAL PLANNER^® professional designation in 2003.

A Wisconsin native, Boyd and his wife, Diana, reside in West Bend and have three adult children. In his spare time, he enjoys golf, mountain biking and travel. Boyd also has a strong sense of community. A former collegiate runner, he has coached for many years at a local high school and was recently inducted into the West Bend Athletic Hall of Fame. Boyd also serves on the Board of Directors as the Treasurer for the Kettle Moraine YMCA and as a Board Member for the West Bend Columns Scholarship Foundation.

As an entrepreneur and planner by nature, Tim understands what it means to work hard for the life you want to create. Simply dreaming about your future is not enough; success requires an action plan. For more than two decades, Tim has been helping his clients prepare for the life they want by providing custom wealth management plans designed to help achieve their goals.

Tim graduated from the University of Wisconsin – Milwaukee with a BS in Marketing. Additionally, he earned the CERTIFIED FINANCIAL PLANNER® professional designation in 2002.

A Wisconsin native, Tim and his wife, Debbie, reside in West Bend. They have two boys and a rescue dog that round out their family. In his spare time, you can find Tim indulging in his passion for motorsports, anything from snowmobiles to boats and cars. Tim’s belief in community is reflected in his support of the St. John’s West Bend Foundation, the Washington County Humane Society, and the Milwaukee Rescue Mission.

Tim began his career in financial services more than two decades ago with a fundamental belief: if you want something, you have to work hard to earn it. He specializes in advising clients who share a similar mindset, hard workers who want to preserve what they have earned. Tim strives to ensure each client’s family is provided for completely, creating a lasting legacy for future generations.

Tim graduated from the University of Wisconsin – Whitewater with a BBA in Accounting and Finance. He spent a decade as an insurance professional and holds health, life and annuities licenses, providing his clients with insight regarding risk management and helping protect their retirement assets.

A Wisconsin native, Tim and his wife, Jodi, reside in The Village of Richfield with their three children. Tim enjoys hunting, snowmobiling, golf and boating. He has been a baseball and fastpitch softball coach in the community for the past 12 years.

Derek is the Managing Principal at Heritage Private Wealth. He helps to ensure our Financial Professionals serve our clients to the highest standard and in compliance with the regulations that apply to our business.

Prior to joining Heritage Private Wealth, Derek began his career in the Financial Services industry in 1996 at Merrill Lynch.  He transitioned quickly to the compliance space, becoming an operations manager (Wachovia Securities), Field Control Manager (Wells Fargo Advisors), and Agency Supervisory Officer (Westpoint Financial Group). Derek became Managing Principal of Heritage Private Wealth in August 2025.

Derek earned his Bachelors degree in both Economic Management and Political Science from Beloit College. He holds the FINRA Series 7, 9, 10, 24, 53, 66, Securities Industry Essentials securities registrations and Life/Health insurance licenses.

Peter LeGrave brings over 15 years of experience in the financial industry, with a deep passion for guiding clients through life’s most meaningful financial milestones. From purchasing a first home to preparing for retirement and leaving a legacy, Peter finds purpose in helping individuals and families gain clarity and confidence in their financial decisions.

After earning his Bachelor of Business Administration in Finance from the University of Wisconsin–Whitewater in 2009, Peter began his career at Wells Fargo. Over 14 years, he held various roles including Licensed Banker, Premier Banker, Registered Client Associate, and Financial Advisor. In 2021, he joined the West Bend advisory team, continuing his commitment to delivering personalized, relationship-based guidance.

A lifelong investing enthusiast—he made his first Roth IRA contribution in high school—Peter’s work is fueled by a genuine desire to see others succeed. He is known for building lasting relationships and simplifying complex financial conversations for his clients.

Originally from Green Bay and a proud Packers fan, Peter now lives in West Bend with his wife, Kellie, and their three children. Outside the office, you can find him at the baseball diamond cheering on little league games, tackling DIY projects, golfing, or spending quality time with family and friends.

Peyton works closely with clients to develop thoughtful, personalized strategies to help them pursue their financial goals. He makes a concerted effort to learn the unique circumstances of each client to help provide a high level of service and build strong relationships for years to come.

His prior experience as an investment analyst specializing in equity research helps enable him to analyze investment portfolios with depth and clarity, helping clients understand how their strategies align with their goals. In addition to investment planning, Peyton remains a key resource for clients when it comes to general account questions, money movement requests, meeting preparation, and more. His two years of experience as a client associate gave him strong operational expertise, helping enable him to navigate both the technical and practical sides of wealth management.

Peyton graduated summa cum laude from St. Norbert College with a BBA in Business Administration. He received the Financial Executives International Academic Achievement Award in 2022 and passed the Series 7 and Series 66 securities registration exams in 2024. A lifelong resident of West Bend, Peyton serves as a coach of the West Bend West High School cross country and track and field teams. He was a long-distance runner for both his high school and college cross country teams.

An experienced industry professional, Kim brings passion, positivity, and a wealth of experience to each client relationship. A true team player, her top priority every day is supporting the team by helping ensure clients’ needs are being met in a timely manner. Her primary responsibility is handling the day-to-day administration of accounts, including opening of new accounts, updating information, managing accounts and executing fund transfers. Kim is driven by helping ensure clients’ operational needs are handled with the highest level of accuracy and efficiency. As the first point of contact for the team, her enthusiastic, can-do attitude is what you will hear every time you call.

Kim became a wealth management professional right out of college, and has remained engaged by the changes and advancements of the industry ever since. She is a graduate of the University of Wisconsin – Milwaukee with a Bachelor of Arts degree in Economics.

She resides in Menomonee Falls with her husband, Andy. Along with three children, they have three grandchildren whom she enjoys spending time with. Kim also enjoys gardening and baking.

Joe is committed to being both the advisor you need – someone to help guide you through the critical decisions around your money; and the advisor you want – a trusted confidant and friend. He understands the importance of making smart, well-informed decisions about your money so that in the end, your money is a tool to help you achieve first and foremost, what you need, and second, what you want. Joe is passionate about helping ensure his clients understand the importance of a conservative approach and long-term outlook when managing their wealth.

Joe graduated from the University of Wisconsin – Whitewater with a BBA in Sociology and Marketing. Additionally, he earned the Certified Funds Specialist™ designation in 2006.

A Wisconsin native, Joe and his wife, Angela have two children. They have a home in PeWaukee and a lake home in Manitowish Waters (Presque Isle). Their family motto is "life is better outside," and to that end, they spend as much time as possible enjoying all the outdoor activities Wisconsin has to offer.

As a Financial Advisor, I help manage assets for individuals, trusts, retirement
plans, charitable organizations and businesses. Through a long-term investment
approach, I help clients develop and implement strategies for building wealth and
realizing their goals. My mission is to provide objective and timely financial advice
and guidance - with the highest level of professional service - in building and
preserving wealth for my clients.

I worked for 25 years with Wells Fargo Advisors. My experience also includes
positions with Strong Capital Management. I hold a Bachelor’s degree in History
and Social sciences from the University of Wisconsin-Stevens Point, as well as a
Masters of Business Administration from Marquette University. I have also earned
the CERTIFIED FINANCIAL PLANNER® practitioner designation from
the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this
designation, I had to complete approved educational programs, pass rigorous
examinations and meet stringent experience requirements.

My wife Natalie and I live in the Town of Delafield, Wisconsin with our two dogs,
Kali and Hana.

With more than two decades of experience as a financial advisor, Tom is a seasoned professional driven by a passion for helping others. Tom helps business owners, individuals, and families develop and implement sophisticated investment plans unique to each need. He dives deep into the details of each of his clients’ financial picture, helping them achieve a smooth financial journey. Managing the timing and complexities of retirement decision-making can be difficult tasks. Tom simplifies this and helps ensure that the investment advice and strategies offered align seamlessly with clients’ unique goals, needs, and risk tolerances by providing a detailed wealth management plan for retirement.

Tom graduated from Cardinal Stritch University – Wisconsin with a BA in Business.
A Wisconsin native, Tom and his wife, Joyce, reside in Sussex and have three boys. Their oldest attends the University of Wisconsin – Whitewater. Another will be attending the University of Kansas, and their youngest is in high school.

In Tom’s spare time, he enjoys spending time outdoors golfing, grilling out and traveling. The Bongard family mindset is, “No worries. None.”

With 20 years of industry experience, I’ve dedicated my career to helping individuals and families navigate the complexities of wealth planning and investing. Recently, I partnered with nine other seasoned financial advisors to launch Heritage Private Wealth, a brokerage practice built on the values of trust, transparency, and personalized service.

I have the privilege of serving a diverse range of clients across the country. Whether you're planning for retirement, managing generational wealth, or just getting started, I bring a hands-on, relationship-focused approach to every client interaction.

I attended the University of Wisconsin–Platteville. Outside of work, I enjoy life in Elkhorn, WI, with my wife, Steph, and our two children, Addison and Mason.

Evan Meyer began his financial services career with Wells Fargo Advisors transitioning to the Heritage Private Wealth team in 2023.  He brings with him a decade of leadership and service experience from the U.S. Coast Guard. While serving he received his BS in Business from the American Military University. This disciplined background and commitment to helping others is what laid a strong foundation for his work as a financial advisor.  

Evan specializes in investment planning, specifically the strategic coordination of incorporating his highly personalized investment plans into customized portfolio strategies designed for each individual investor.  He is passionate about complex multi-generational estate strategies, where he works closely with families to create a tailored architecture that reflects each member’s unique needs at every life stage.  His collaborative approach helps ensure that family legacies are not only preserved but positioned to thrive for generations.  

Evan’s personal and professional life are grounded by integrity, loyalty, and a passion for learning, which are the principles that guide his approach to providing financial advice. Evan is a lifelong Wisconsinite and now lives in Waukesha with his wife, Jessica. When he’s not working with clients, he enjoys renovating their home, golfing, and spending time at the family cabin “Up North” on Pleasant Lake. Whether he’s guiding families through important decisions or enjoying a quiet morning on the lake, Evan brings a steady and genuine commitment to everything he does.

Caitlyn is a seasoned financial services professional with over 15 year of industry experience.  She enjoys working with clients and bringing operational expertise to the Financial Advisors she supports.  She takes pride in building meaningful client relationships, providing thoughtful service, and helping ensure the best client experience possible.

In her free time, Caitlyn enjoys spending time with her husband and two daughters.

CA Insurance License #0K04493, Resident State WI

Since 2005, I have been carefully building an investment advisory practice that I am very proud of. As many of my clients would tell you, customer service is the foundation on which the practice is built. Proactive contact, prompt response to inquiries, putting clients' interests first, taking time to listen and detailed planning are just a few of the many ways I put great customer service into action. Over the last two decades, I have grown the practice from scratch to serving approximately 200 families across almost all 50 states.

Before entering the financial services industry, I graduated from UW-Whitewater in 2004 with a bachelor‘s degree in Business Administration.  I have also earned the CERTIFIED FINANCIAL PLANNER® certification. For this certification, I had to complete approved educational programs in investment planning, tax planning, estate planning, insurance planning and retirement planning, pass rigorous examinations culminating in a final comprehensive 10-hour examination and meet stringent experience requirements. I began working for Wells Fargo Advisors in 2004. I have chosen to continue to affiliate with Wells Fargo Advisors Financial Network because I truly believe this is a firm that puts our clients’ interests first.

I enjoy playing sports, playing guitar and spending as much time as possible with my family. My wife Mandie and I were married in 2004. We met while we were both attending UW-Whitewater. Mandie and I enjoy going to concerts and traveling together. We have four children, Chase, Brooke, Lauren and Carson. Chase and Lauren love music and Brooke and Carson love playing sports. Mandie and I work very hard to instill good values in the children and emphasize the importance of education in their lives.

CA Insurance License # 0H30646. Resident State: WI

As a Senior Registered Client Associate, my role is to support the investment plan you have created with Justin Eigner, Senior Financial Advisor. I am here to answer operational questions, help complete paperwork and provide the resources and information you need to make informed financial decisions. My mission is to provide you with an excellent client service experience 100 percent of the time. No matter what the task, I strive to demonstrate diligence and tenacity to ensure things are done right the first time.

In 2005, I graduated from the University of Wisconsin – Stevens Point with a Bachelor of Art degree in Business Administration and minor in Web and Digital Media Development. Two years later, I graduated from Marquette University in Milwaukee, Wisconsin with a Masters of Business Administration. During my time at Marquette, I worked as a Graduate Assistant for the University’s Applied Investment Management Program, which is how I was introduced to the world of investments. My career in the Financial Services industry began in 2007 at Wells Fargo Funds Distributor, LLC. I helped self-directed investors manage their IRAs, College Savings Plans and taxable mutual funds. My experience there included answering client inquires, collaborating with the Operations Team to resolve escalated issues, creating and delivering training, as well as managing a team of over 20 registered representatives. I joined Senior Financial Advisor, Justin Eigner and Wells Fargo Advisors, LLC as a Registered Client Associated in early 2014. While I am proud to say I have supported Justin and his clients for over a decade, I remain committed to continually learning and growing in my role in order to serve you best.

In my early adult life, I spent several months operating a guesthouse that hosted volunteers and service workers in Port-au-Prince, Haiti. During my time there, I learned the national language, Haitian Creole, and developed a deep love of Haitian culture, traditions, and food. Today, I live in Waukesha, Wisconsin with my two children, James and Louisa and our two rescue cats, Cookie and Shadow. During my free time I enjoy exploring the state’s beautiful parks and lakes. Standup paddleboarding, outdoor yoga and playing yard games with friends and family are some of my favorite ways to enjoy Wisconsin summers. In the winter, you will likely find me in the stands cheering for one of the three youth basketball teams on which my son plays – Go Trojans! Go Northstars! Go Buzzsaw!

Hi! I’m Mandie Eigner, and I lead Client Relations and Social Engagements here at NSWEALTH. I live in Merton, WI with my husband Justin and our 4 wonderful children. My passion for connecting with people began during my time at the University of Wisconsin-Whitewater, where I studied Education. While there, I discovered a deep love for bringing people together and creating meaningful experiences – something that has carried over into every role I’ve had since.

At NSWEALTH, I use those same strengths – connection, creativity, and care – to help ensure our clients feel welcomed and valued. Whether I’m coordinating events, managing our social media, or sending out a friendly email, my goal is to make your experience with us feel like more than just a financial relationship.

Outside of work, I enjoy spending time with our children and watching them become amazing young adults. I also love finding a beautiful patio where I can read a book, sip some coffee, or watch a good band.

As the senior member of Vuyk-Hammer of Heritage Private Wealth, Brett Vuyk helps a select group of individuals, families, businesses and institutions build, manage, preserve and transition their wealth. Since 1996, Brett has been serving clients with an unwavering commitment to helping them reach their wealth management goals.

Brett is a Financial Advisor and in 2005 he obtained the CERTIFIED FINANCIAL PLANNER® certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements. Brett was named a Wells Fargo Advisors Platinum Council member each year from 2015-2025. The 2024-2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism. The 2015-2023 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

He earned his bachelor’s degree in economics from the University of Wisconsin Madison. Living in Kewaskum with his wife, Barbara, the community’s well-being is important to him. He serves on the Board of Trustees of the Boys & Girls Club of West Bend, as treasurer of West Bend Noon Kiwanis Foundation and board member of the Ozaukee Washington Land Trust.