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🔒 Moving forward
In more than nine years as an advisor for the Lumen Christi Employment Network, I have seen numerous members...
🔒 The college choice
Businesses and parents frequently turn to college rankings and accreditations to discover the best school for their kids or...
🔒 How can employers engage employees in retirement planning?
For younger workers, the prospect of retirement may seem like a distant possibility. Those entering the workforce now have...
🔒 Scale, succession driving wealth management consolidation
Merit Financial Advisors entered the Wisconsin market in August 2022 by acquiring Sheboygan Falls-based Mersberger Financial Group. The Georgia-based...
🔒 Downtown companies build brand awareness through prominent building signage
Travel eastbound along I-794 in downtown Milwaukee and you’re sure to notice a mix of branding sprinkled among the...
Notable Women in Wealth Management: Joan Klimpel
Joan Klimpel, shareholder and member of the Estate Planning practice at Milwaukee-based Godfrey & Kahn s.c., is a leader...
Notable Women in Wealth Management: Stacy Williams
Stacy Williams, director and senior investment consultant at Baird’s The Hodge Williams Group in Milwaukee, provides investment consulting to...
Notable Women in Wealth Management: Emily Phillips
Emily Phillips, a director and lead financial advisor with Baird’s Phillips Ristau Group in Milwaukee, has extensive experience and...
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Notable Women in Wealth Management: Andrea Bulen
Andrea Bulen, president of Pewaukee-based Shakespeare Wealth Management, is a financial advisor and strategist to high-net-worth individuals and...
Notable Women in Wealth Management: Lori Watt
Lori Watt founded what is now Waukesha-based IAG Wealth Partners in 1985, when the financial planning profession was still...
Notable Women in Wealth Management: Melinda Wilke
Melinda Wilke leads Northwestern Mutual’s Wilke Wealth & Investment Planning, an all-female financial planning firm based in Franklin.
Wilke...
Notable Women in Wealth Management: Katie Ives
Katie Ives is a senior trust advisor at Northern Trust in Milwaukee and has more than 20 years of...
