Who We Are

 

"We really like working with you.  You are not one of those pushy salesman.  We can tell that you really want to do what is best for us." Minocqua Client

Ray & Suzanne Loth, Nathan & Elizabeth Collier

 

Ray Loth

Licensed Insurance Professional

 

 

We are a small family office located in the same Oshkosh location since 2008.  Our current staff consists of myself Ray Loth as the licensed agent, my assistant Melissa, and a variety of regular outside resources and support agencies. 

I started the business in 2008 with some close family friends Nathan & Elizabeth Collier from Fort Wayne Indiana.  Our wives grew up together and Elizabeth’s Dad even gave our wedding talk.  The Collier family has had a well-known & very reputable retirement planning office in Indiana since the late 1980’s.  After the first few years the Colliers slowly transitioned out of their remote support role and the business is now completely owned by me and my wife Suzanne. 

I greatly value the independence and autonomy that the circumstances of owning my own office afford.  I have no corporate oversight or outside control over the direction of the planning I do for my clients.  I am therefore able to base my recommendations 100% on the needs and best interests of my clients. 

I live with my wife of 18 years and our young daughter in Ripon.  Being in business for myself also allows me to take my daughter to school many days of the week, share in volunteer activity on a weekly basis, and …spend whatever additional free time I have on our sailboat!

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 My name is Melissa Bloemers.  I have worked at Collier Legacy Planning since January 2015 and have known Ray and his family for over 10 years.  My husband and I have been married for 11 years and we have 2 children, a 5 year old daugherter and 7 year old son.

I have various responsibilities in the office.  All of these in some way relate to our commitment to communicate with our clients as well as manage and simplify any paperwork needs that they have relating to our relationship with them as the years go by.

      

 

      "I can't begin to tell you how pleased we are with the plan you helped us get.  Thank you for taking care of our friends, they are pleased.  Keep up the good work." Green Lake Client

 

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