Dan is President of Financial Wealth Management and a member of the Firm’s investment committee. He has been assisting individuals and business owners with financial planning and asset management for over 35 years. Dan has a degree in Finance from the University of Wisconsin – Madison and is a CERTIFIED...
As Senior Vice President, Sara is responsible for the day-to-day operations of the Firm, including proper processing of account paperwork, assuring compliance with all federal, state and firm rules and regulations, and assisting clients with service requests. Sara has been assisting clients for over 25 years - many of which...
Kyle graduated from the University of Wisconsin – Wisconsin School of Business with a Bachelors degree in Finance in May 2011. He also attained his Master of Science in Personal Financial Planning from the College for Financial Planning in June 2014 and is a CERTIFIED FINANCIAL PLANNER TM Professional. He...
As Client Relationship Associate, Katie is responsible for providing support to clients by organizing and ensuring proper completion of all client paperwork, following up on client service issues, preparing reports, preparing for and scheduling client and prospective client meetings, and maintenance of client files. She joined Financial Wealth Management in...