Home People in the News Pewaukee-based Shakespeare Wealth Management names new president

Pewaukee-based Shakespeare Wealth Management names new president

By
Andrew Weiland
-
Andrea Bulen

Financial planner Andrea Bulen has been named president and partner for Pewaukee-based financial planning firm Shakespeare Wealth Management. Bulen became a certified financial planner in 2009, and has been a financial advisor with Shakespeare since 2013. “Andrea’s evolving leadership and management role over the years have been pivotal in our success, and her appointment as

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Andrew Weiland
Andrew is the editor of BizTimes Milwaukee. He joined BizTimes in 2003, serving as managing editor and real estate reporter for 11 years before being promoted to editor in 2015. An award-winning journalist, Weiland is a five-time winner in the Milwaukee Press Club Excellence in Journalism Awards contest and a three-time winner in the Alliance of Area Business Publishers (AABP) Awards contest. He is also a regular guest on WISN-TV Channel 12's 4 p.m. newscast to discuss the week's most significant business news stories.
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Financial planner Andrea Bulen has been named president and partner for Pewaukee-based financial planning firm Shakespeare Wealth Management. Bulen became a certified financial planner in 2009, and has been a financial advisor with Shakespeare since 2013. "Andrea's evolving leadership and management role over the years have been pivotal in our success, and her appointment as president rightly acknowledges her significant contributions to the firm,” said Shakespeare Wealth Management founder and CEO Kevin Reardon. Bulen received a bachelor’s degree in 1998 and her master’s degree in 2001, both from the University of Minnesota. Shakespeare Wealth Management is celebrating its 25th anniversary this year.

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