Our Team

Mari Buechner

President & CEO

Mari is a skilled financial services businessperson with over 20 years of executive, industry and regulatory experience. She has been working with CCS financial advisors for more than 20 years and is committed to delivering high levels of personal service with strong leadership and industry expertise.
mari@ccsmadison.com

Donna and Larry Peters

Company Founders & Directors

Donna and Larry Peters are financial services industry veterans with experience dating back to the 1970’s. Their vision of creating relationships based on people and not production is the foundation for CCS’ success. The Peter’s passion for this industry is evident and they continue their leadership roles on the firm’s Board of Directors.
donnaziggi@aol.com
larry@ccsmadison.com

Tracy Williams

Accounting & Administrative Officer

» Licensing & Transition Coordinator
» Investment Advisory Services
» Rep Commission Statements
» E&O Insurance
» Company Financials
tracy@ccsmadison.com

Robin Urso

Operations Manager & Clearing Liaison

» Transition Support - First Clearing
» First Clearing Liasion
(Smart Station Training, Procedures)
» Brokerage Account Orders & Service
» CCS SelectONE Procedures
robin@ccsmadison.com

Amanda Kluever

Rep Services & Compliance

» Licensing & Transition
» Compliance Policies & Procedures
» Rep Communications
» @CCSREPS email set up
» Continuing Education
» New Business Processing
» Advertising, Sales Literature &
Public Appearances
amanda@ccsmadison.com

Danielle Williams

Trading & Operations

» Brokerage - ACAT Processing
» Brokerage Account Orders & Service
» CCS SelectONE account processing
» Direct Business Order Entry
danielle@ccsmadison.com

Jenifer Peters

Operations & Commissions

» Brokerage Account Orders & Service
» Changes of Dealer/Rep Processing
» Commission Processing
jenifer@ccsmadison.com

Gayle Perkins

Administrative Assistant

» Mail Distribution
» New Account Form Processing
» Record Keeping
gayle@ccsmadison.com