Rising Stars in Wealth Management

BizTimes Milwaukee presents its inaugural showcase of Rising Stars in Wealth Management showcasing young, talented professionals in southeastern Wisconsin providing ethical, honest and productive financial management and financial planning advice to their customers.

METHODOLOGY: The honorees did not pay to be included. Their profiles were drawn from nomination materials. This list features only individuals for whom nominations were submitted and accepted after a review by our editorial team. To qualify for the list, nominees must be based in southeast Wisconsin. They must be currently serving in a senior level role at their firm, must hold a leadership position in their industry outside of their own organization, have made a significant contribution to advancing workplace equality at their own workplace or beyond, and act as a role model or mentor.