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TONY DRAKE, CFP®

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WENDY PEPERKORN, CFP ®

FINANCIAL ADVISOR

BRAD ALLEN

FINANCIAL ADVISOR

TOM NEUMANN

FINANCIAL ADVISOR

JAKE MELBY, FPQP™

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RYAN VOIGHT

DIRECTOR OF OPERATIONS & OFFICE ADMINISTRATION

KRISTY HUNDT

BUSINESS SUPPORT SPECIALIST

KALLY KROENER, FPQP™

CLIENT SERVICE SPECIALIST

JARED SHARKEY

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NICOLE WEBER

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CHRISTIE JAZWIECKI

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10 May

Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies. #economy #retirehappy
https://wealthwisconsin.com/mixed-market/

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3 May

Stocks meandered around a flatline in a busy week of corporate earnings, ending the trading week slightly lower. #economy #retirehappy
https://wealthwisconsin.com/seeking-direction/

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27 Apr

April marks Financial Literacy Month, and financial education is more important now than ever. In my new article for @Kiplinger, I pass along several tips to help build healthy financial habits. #RetireHappy #EducationFirst https://www.kiplinger.com/personal-finance/602691/3-money-musts-for-every-one-of-us-inspired-by-financial-literacy-month

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