Sponsors

 

ATTENTION FPA-SW MEMBERS

Know an organization that would be a great chapter partner?  You can help them establish a valuable partnership relationship with FPA-SW and help your Chapter at the same time!  To learn more about our partnership program, follow the links below for General Information, which includes demographic information about our Chapter, and the Benefits-At-A-Glance document. If you know of a company that would make a great Partner, send the company name and contact information to ddewey@waukeshabank.com or call FPA-SW at 414/358-9260 for more information. Let us know if we may use your name in making a contact. We are curently confirming 2010 Partners -- this is a great opportunity to build relationships with FPA of Southern Wisconsin members.

FPA-SW Partner Benefits at a Glance

FPA-SW Partnership General Information

 


Platinum Partners

 

 

David Gillette, Business Development Consultant

22 W. Washington Street

Chicago, IL 60602

Phone:  920-857-3854

Mobile:  920-202-4363
Fax:      312-244-8137

 

 


Gold Partners

 

Alan Blake, CFP Vice President

3913 W Prospect Ave

Suite 201

Appleton, WI 54914-8797

Phone:    920-380-9960

Toll Free: 866-380-9969

Mobile:    920-213-2428

Fax:        920-380-9961

 

 

 

Stuart Schroeder

20800 Swenson Drive

Suite 475

Waukesha, WI 53186

Phone:    262/798-8230

Toll Free: 800/372-3020

Fax:        262/798-8232

 

 

 

Cary Zborovsky

100 Heritage Reserve
Menomonee Falls, WI 53051

414/403-2871

 

 

 


Silver Partners

 

 

Patrick A. Wirth, CPA, CVA, Partner
23217 West Stoneridge Drive
Waukesha, WI 53188

262/522-8227

pwirth@c-gcpa.com

 

 

 

Jeffrey J. Hensal

330 Madison Avenue
New York, NY 10017

212/297-3958

 

 

 

 

Michael Carl
Business Development Officer

150 South Wacker Drive, 14th Floor
Chicago, IL 60606

Phone: 312/931-1528
Toll Free: 800/553-1415
Fax: 312/931-1398

 

 

 

Scott Hirschfeld

740 Pilgrim Parkway
Elm Grove, WI 53122


Phone: 262-789-8210

 

 

 

Frank W. Little,  CIMA, Regional Director, Institutional Services

399 Boylston Street
Boston, MA 02116

Phone:  312/758-5715

 

 

 

Carson Booras
Vice President, Institutional Sales

10 S. Wacker Drive, Suite 1115
Chicago, IL 60606

773/244-7704

 

J. Bernard Fiedler, CTFA CFP®

Wealth Management Services-

Alliance Division

100 Bank Street
P.O. Box 648
Waukesha, WI  53187-0648


Phone:  262-522-7400
Fax:     262-522-7410

 

 

Jo Ann Quinif

1125 South 103rd Street, Suite 200
Omaha, NE 68124

800/304-9745