Notable Women in Wealth Management: Joan Klimpel

Class of 2024

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Joan Klimpel, shareholder and member of the Estate Planning practice at Milwaukee-based Godfrey & Kahn s.c., is a leader within the firm and beyond, colleagues say.

Klimpel is a member of Godfreyโ€™s board of directors and its compensation committee.

โ€œJoanโ€™s dedication to her clients is unmatched. Joan inspires younger generations to do the same,โ€ said Sophie Seaman, an associate at Godfrey who considers Klimpel a mentor.

Outside of the office, sheโ€™s a member of the Greater Milwaukee Foundationโ€™s development and philanthropic services committee and chair of Childrenโ€™s Wisconsinโ€™s planned giving council.

โ€œJoan is a very knowledgeable estate and wealth planner but has the unique ability to be able to develop deep relationships with clients and provide clear explanations of their planning,โ€ said Peter Sommerhauser, senior shareholder at Godfrey.

โ€œOur mutual clients rave about Joanโ€™s organization and attention to detail,โ€ said John Emory Jr., president of Emory & Co. โ€œThey know her advice and documents will work as intended.โ€

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