Who we are

Gregory L Nebel

Gregory L Nebel

  • CFP
  • Managing Partner
Greg has been with Wells Fargo & CO since 1998. In addition to holding applicable securities registrations, Greg also holds the CERTIFIED FINANCIAL PLANNER™ professional designation. He brings with him 40 years of experience in business management.

Prior to joining Wells Fargo Advisors, he was with Johnson Controls, where his experience included sales engineering and branch management, leading to his position as Director of Owner Services for North America.

Greg holds a B.S. in Electrical and Computer Engineering from the University of Wisconsin – Madison and an M.S. in Business Management from the University of Wisconsin – Milwaukee.

He is a 38-year volunteer in the Boy Scouts of America, having served on the Endowment Board of the Potawatomi Area Council. He has also served on the Waukesha Technical College Foundation Board. He resides with his wife, Kristine, in the Village of Merton.

"My parents ran a small business, and having worked my way through college and a successful business career of my own, I have learned the value of hard work and helping others. It is my goal to help all my clients achieve their dreams, and I am committed to doing just that."

Resident State: WI

Serena Krumrei

Serena Krumrei

    • Office Administrator
    Serena is the Office Administrator for Shorewood Financial Services. She delivers comprehensive service to clients by attending to their account management needs. She prepares reporting materials, executes requests, and coordinates any additional matters related to their accounts. Serena’s passion centers on providing administrative support to ensure a superior experience for clients.

    Serena joined the team in 2014. Prior to that she spent four years at Wells Fargo Bank working as a Personal Banker. There, she focused on taking a holistic and multi-generational approach to providing banking services and products to students, individuals, families and business clients in the community. She believes her banking experience gives her a comprehensive background which allows her to better assist clients with their financial products, investment account maintenance and financial services offered.

    Serena carries an Associate of Science degree in Business and Management from Cardinal Stritch University. She resides in New Berlin with her husband, David, and two sons, Landon and Cooper. In her spare time, Serena enjoys spending time with her family and friends, traveling and enjoying the outdoors.
    Matt Winters

    Matt Winters

      • Account Administrator
      Matthew is an Account Administrator with Shorewood Financial Services. Matthew works closely with clients to provide personalized service specific to their individual needs.

      Matthew joined the Shorewood Financial Services team after working for JP Morgan Chase. At Chase Bank, Matthew started his career as a Personal Banker in Stevens Point, WI and later moved to Waukesha WI, with a focus in long-term planning. Matthew has also worked with the Boy Scouts of America overseeing field services, marketing, membership retention and recruitment.

      In 2004, Matthew earned a bachelor’s degree in writing intensive English, from Marquette University. He is an active member of the Hartland-Lake Country Rotary and volunteers for the Boy Scouts of America. His hobbies consist of running, cooking, traveling, trying new experiences and cars, but, his favorite thing to do is spend time with his daughter.