Email Jon
(262) 783-6161 x310
President
Jon I. Cyganiak is agency president, providing innovative employee benefits solutions for small to midsize employers ranging from 2-500 employee size. A licensed health and life insurance agent for over 25 years, Jon began working at Cyganiak Planning as a Customer Service Representative in 1992. In 1996 Jon was promoted to Agent, and in 2008 was promoted to Vice President.
In addition to providing creative employee benefit plans, Jon works with customers on qualified and non-qualified retirement planning, wealth protection management, and estate planning strategies. He strives to provide the highest level of service by helping his clients identify and prioritize their goals, offering strategic guidance specific to their needs, and implements strategies that work best for them. His mission is to educate clients of a wide variety of employee benefit and financial subjects and help his clients make informed decisions that are in their best interest.
Jon received his Bachelor’s Degree from Marquette University in 1992. He has also received his FINRA Series 6 & 63 registrations. A proud member of both NAHU (National Association of Health Underwriters) and NAIFA (National Association of Insurance and Financial Advisors), Jon has served on multiple Fortune 500 Agent Advisory Boards. Jon resides in Whitefish Bay with his wife, Anne and their 3 children: Jack, Ellen, and Julia.
Email Stephen
(262) 783-6161 x104
Stephen Flewellen has been a licensed health and life insurance agent at Cyganiak Planning for over fifteen years. He is constantly educating himself on the ins and outs of products introduced in the ever-evolving marketplace. Steve’s goal is simple… to consistently discover new ways to offer less risk to his clients at a fraction of the cost while maintaining a high caliber of ongoing service.
At a time when costs are skyrocketing, Steve works even harder to save his clients money on their premiums and improve benefits for their employees. He prides himself in using a consulting style to break down each aspect of benefit packages to make sure his clients know exactly what they are getting. Then, he puts himself in his clients’ shoes to make his no-nonsense recommendations for their benefit packages.
By using his distinct and creative approach, Steve always finds the solution to each problem that arises. Steve specializes in producing cost-saving strategies paired with reimbursement and H.S.A. type insurance programs.
Originally from Florida, Steve attended Concordia University Wisconsin where he received his Bachelor’s Degree in Organizational Communications. After college, he met the love of his life, Casey, and started a family with her. Steve lives in Wauwatosa with his wife and three sons, Callum, Finnley, and Gavin.
