Our Team

Our Team

The people who work at Andrews DeMartino Wealth Strategies Firm not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks. Our staff is always ready to address your concerns, answer your questions, and put you at ease.

Click on the photos to learn more about our team members.

Jim Santos, CLU®, ChFC®

Jim has worked as a financial advisor since 1983, where he began his career in financial services with Merrill Lynch. He moved on to Mass Mutual, where he spent the next 15 years assisting his clients in both investment management and insurance services. In 2000, along with Tim Brennan, he founded the Pinnacle Financial Group and adopted Commonwealth Financial Network® as the firm's broker/dealer. Its services include financial planning, investment management, and the placement of life, disability, and long-term care insurance.

In September 2011, Jim, along with Tim Brennan, acquired Andrews DeMartino Wealth Strategies Firm, expanding their advisory proactive into southern and central Wisconsin.

Jim's clientele includes business owners, professionals, executives, and retirees. His business philosophy is very simple; treat every client situation as if it were your own.

Jim has been married for 27 years to his wife, Suzanne, and they have three children. He has been very active in charity boards throughout the course of his career, including the Emergency Fund, the Boys & Girls Clubs, Saints Peter & Paul Greek Orthodox Church, and the Princeton Alumni Association.

Jim has an economics degree from Princeton University and holds the professional designations of Chartered Life Underwriter® (CLU®), and Chartered Financial Consultant® (ChFC®) from The American College, Bryn Mawr, Pennsylvania.

Tim Brennan

Early in life, Tim was interested in the intricacies of finance and enjoyed meeting new people. He began working in the financial services industry in 1989 at Massachusetts Mutual, advising clients on insurance matters. In 2000, he cofounded the Pinnacle Financial Group to bring a complete financial service to the variety of clients he served across the country.

In September 2011, Tim, along with Jim Santos, acquired Andrews DeMartino Wealth Strategies Firm, expanding their advisory practice into southern and central Wisconsin.

Tim's specialties are investment portfolio management, insurance planning, and corporate benefit plans. He takes a personal interest in working closely with clients in helping them achieve their goals.

He holds the FINRA series 6, 7, 63, and 65 securities registrations as an investment adviser representative of Commonwealth Financial Network® and is a graduate of the University of Notre Dame with a BBA in finance.

Tim; his wife, Deneen; son, Liam; and daughter, Grace, stay very active. He coaches Liam’s baseball and basketball teams, and they enjoy to travel. Tim also plays competitive softball and basketball.

Julie Benesh

Julie joined Andrews DeMartino Wealth Strategies Firm in 2001. In her role as director of client service, she is an integral part of our team. Julie remembers everything! Her attention to detail and ability to be organized in all situations allow our team to run smoothly and efficiently. Her outgoing personality is evident to all who meet her. Her way of being with clients puts people at ease immediately. They know they are in good hands and that whatever request they have made will be handled at the highest level of service possible. Julie passed her FINRA Series 7 and 66 exams in 2008. Becoming a registered team member is allowing Julie to take on additional responsibilities and provide even more valuable service to our clients. Julie is always eager to take on new challenges.

Julie lives in Oshkosh with her husband, Jim, and two daughters, Kennedy and Ellyse.

Pam Lefeber

Pam is the newest member of the Andrews DeMartino Wealth Strategies Firm, joining us in 2007. She is our client service representative, and it surely shows in her friendly, service-oriented demeanor. Pam is eager to make sure that things are done exactly right and will follow up carefully and closely to ensure the highest level of client service. Throughout the last several years, Pam has blossomed in her role with us and continues to seek out new challenges and opportunities to help clients.

Pam resides in Allenton, Wisconsin, with her husband, Todd, and their daughters, Kiley and Aubrey.

Charlie Andrews

Founder

Charlie is the founder of Andrews DeMartino Wealth Strategies Firm. He began his career in the financial services industry in 1981 and has provided guidance to hundreds of individuals and families in the Fond du Lac area for more than 30 years. His clients have become his friends, and his friends, clients. His ability to connect on a very personal level has contributed greatly to his success as a financial advisor and as a person!

In 2013, after a two-year transition of the firm to Tim Brennan and Jim Santos, Charlie decided to make his retirement formal. He is spending more time fishing, tinkering in his workshop, and enjoying his four grandchildren. His legacy continues, however, as the firm remains totally committed to Charlie's values of integrity, ethics, commitment to client service, and high-quality financial advice.