Our Team

Our Team

BRIAN KONZ, AIF®

Co-Owner and Founding Partner

Professional Licenses:

  • FINRA Series 7, 8, 63, and 65 securities registrations
  • WI Life & Health Insurance Agent
  • WI Medicare Supplement Insurance Agent
  • WI Long-Term Care Insurance Agent

Brian is co-owner and a founding partner of Oswald-Konz Financial Group. He has been in the financial services industry since 1995 and is currently a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser.

Brian is very community minded. He manages money for various churches and community foundations. In addition, Brian has served on various board positions on the Watertown Main Street Program. Currently, he is an advisor to the Watertown Educational Foundation Board, an active member with the YES! Watertown group, and volunteers for various community events.

Brian graduated from the University of Wisconsin-Whitewater with an emphasis in business. He has completed the graduate school program on financial planning and has taken additional courses in estate planning. Brian has also earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360.

Brian was born in Plymouth, Wisconsin. Brian and his wife, Lora, married in 1990. They have two girls: Dannielle and Briaunna. As a family, they enjoy camping, volunteer work, reading, and bike riding. Watertown has been their home since 1990.

WILLIAM OSWALD, CFP®, AIF®

Co-Owner and Founding Partner

Professional Licenses:

  • FINRA Series 7, 9, 10, 63, and 65 securities registrations
  • WI Life & Health Insurance Agent
  • WI Medicare Supplement Insurance Agent
  • WI Long-Term Care Insurance Agent

Bill is co-owner and a founding partner of Oswald-Konz Financial Group. He is a financial advisor and has worked in the financial services industry since 1997. He is currently a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser.

Bill obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2005. He also has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, through which he received formal training in investment fiduciary responsibility. He has taken specialized courses on estate planning and retirement planning as well. He is a member of Rotary International, past president of the Watertown Area Chamber of Commerce, Watertown Economic Development Organization, past president of the Watertown Area Soccer Club, and a volunteer coach for numerous soccer and basketball teams.

Bill graduated from University of Wisconsin - Eau Claire with a degree in business finance. In addition, Bill has taken courses toward his master's in business administration at the University of Wisconsin - Whitewater.

Bill was born in Cedarburg, Wisconsin, and moved to Watertown, Wisconsin, upon marrying his wife, Jill, in 1992. They have three children: William, Gabriella, and Elizabeth. Bill is passionate about using sports to teach life's lessons to kids. Bill enjoys basketball, soccer, golf, tennis, reading, and biking.

KATIE KUEHL

Administrative Assistant

Katie brings to Oswald-Konz Financial Group more than 15 years of administrative and customer support experience.

Katie joined Oswald-Konz Financial in 2015 and has a very diverse customer experience background along with a positive and caring, “can do” attitude. She considers client satisfaction of the outmost importance. Her ability to multi-task and prioritize work efforts ensure the best results for our clients.

Katie is a notary public in the state of Wisconsin. Her education is in travel and tourism, and she has taken continuing education classes throughout her career.

Katie grew up in and still lives in Watertown, WI. Katie married her husband Dan in 2002, they have three boys Jonathan, Christopher, and Carson. Katie is involved in the sport and school activities of her children. Katie enjoys spending time with friends and family, and being outdoors.