Working with a Tri City Investment Services advisor can help make your dreams a reality.
We begin each relationship by listening. Once we understand your finances and goals, our experienced, local advisors will build a personalized plan to help achieve them. But implementation is just the start. We’re here to keep you on track and will work to make any necessary adjustments.
From short-term savings to long-term retirement and beyond, our advisors are always here to help!
Investment Products & Services
Our financial advisors have access to an extensive array of products and services. Let us help you with:
Financial reviews
Retirement planning
IRAs, rollovers, transfers
Fee-based advisory options
Mutual funds
Education planning
Insurance-related products
Bonds
Stocks
Annuities
Registered Offices
Our advisors work from these two registered offices:
Oak Creek Tri City National Bank 6400 S. 27th St. Oak Creek, WI 53154 414.761.1610
Racine Tri City National Bank 2704 Lathrop Ave. Racine, WI 53405 262.554.5542
Greg Britsch has been part of Tri City Investment Services for more than 10 years and an advisor for more than 20 years. Greg is an exceptional listener who enjoys building long-term relationships with his valued customers. He holds life and health insurance licenses in several states and is registered with Series 6, 7, 63 and 66 licenses. Greg works out of the registered office at 6400 S. 27th Street in Oak Creek.
Bobbie Lewis joined Tri City Investment Services in 2019 after more than two decades advising clients at other financial institutions. Her infectious, helpful attitude is a staple of the registered office at 2704 Lathrop Avenue in Racine, and she was recognized by Securities America (SAI) for dedication to her clients and those she works with in 2020. Bobbie holds life and health insurance licenses in several states and is registered with Series 6, 7, 63 and 66 licenses.
Brian Jansen has more than 25 years of experience, the last 15 at Tri City Investment Services. A proud University of Wisconsin alumnus, he holds a bachelor's degree in finance and banking. His passion for cheering on Wisconsin is second only to his passion for putting customers first. Brian advises clients from the registered office at 2704 Lathrop Avenue in Racine. He holds life and health insurance licenses in several states and is registered with Series 6, 7, 24, 63 and 66 licenses.
