Board of Directors
Chairman
 Kevin M. Reardon Shakespeare Wealth Management, Inc.
e-mail: Kevin@ShakespeareWM.com
| President
 David A. Dewey Waukesha State Bank
e-mail: ddewey@waukeshabank.com
|
Treasurer
Scott Krause Groth and Associates
e-mail: srk@grothcpa.com
| Secretary
 Kelly L. Savatski , CFP® Waukesha State Bank
e-mail: ksavatski@waukeshabank.com
|
President Elect
 Neil R. Dinndorf , CFP® SVA Plumb Wealth Management
e-mail: dinndorfn@svaplumb.com
| Program Co-Director
 Curtis J. Fuszard , CFP® Associated Wealth Management
e-mail: curt.fuszard@associatedbank.com
|
Program Co-Director
June A. Schroeder , RN, CFP® Liberty Financial Group, Inc.
e-mail: junes@lfgwi.com
| Career Development Director
Thomas R. Anderson , CFP® Northwestern Mutual
e-mail: thomasranderson@northwesternmutual.com
|
Membership Co-Director
Andrea Bulen , CFP® Hogan Financial Management
e-mail: andrea.bulen@paulahogan.com
| Membership Co-Director
 Zachary S. Newcomer Red Granite Advisors LLC
e-mail: znewcomer@redgranite.com
|
Partner Director
Aaron T. Kowal , CFP® Kowal Investment Group LLC
e-mail: akowal@kowalinvestmentgroup.com
| Public Awareness/Public Relations Co-Director
Deanne E. Phillips , CFP® Harris Private Bank
e-mail: deanne.phillips@harrisbank.com
|
Public Awareness/Public Relations Co-Director
 Laura L. Wilcox Wilcox Financial Advisors, s.c.
e-mail: laura@laurawilcox.info
| Government Relations Director
 William F. Kramer , CFP® Kramer Financial Management, Inc.
e-mail: kramer@kfmfinancial.com
|
Communications Director
 Scott Hirschfeld CTAccess
e-mail: ScottH@ctaccess.com
| Executive Director
 Karen A. Hendrickson FPA of Southern Wisconsin
e-mail: karenhendrickson@bizwi.rr.com
|
