Referrals

As I have said on the home page, I don't hold myself out as a financial planner.  I focus my business on investment management and I recommend my clients find a good attorney, accountant and Insurance Agent.  That does not mean I don't have opinions about each of these areas and if you ask me, I'll be more than happy to give you my opinions.  Please recognize that some of these people work at firms where your need may not be met by this contact, but they can refer you to the correct person in their firm.

Attorneys
Following are attorneys I have worked with in the past.  As I said on the Client Center page, listing these attorneys does not mean that I am recommending that you hire them. 

Chris K. Gawart

Quarles & Brady

411 E. Wisconsin Ave.

Milwaukee, WI  53202

(414) 277-5121

ckg@quarles.com

Practice Areas;  Estate Planning/Probate, Taxation, Business Succession Planning, Tax-Exempt Organizations.

Benjamin M. Adams

Adams & Woodrow S.C.

301 Nicolet Blvd.

Neenah, WI  54956

(920) 725-8401

ben@adamswoodrowlaw.com

Practice Areas;  Estate Planning/Probate, Taxation, Business Succession Planning, Tax-Exempt Organizations.

Accountants
Following are accountants I have worked with in the past.  As I said on the Client Center page, listing these accountants does not mean that I am recommending you hire them. 

Daniel A. Wasserman, CPA

4369 S. Howell Ave. Suite 206

Milwaukee, WI  53207

(414) 744-7079

dancpa@ameritech.net

Practice Areas; Small Business Accounting/Taxes, Individual and Family Income Taxes

Terri M. Lillesand, CPA

Schenck Business Solutions

200 E. Washington Street

Appleton, WI  54911

(920) 458-0341

lillesandt@schencksolutions.com

Practice Areas; Small Business Accounting/Taxes, Individual and Family Income Taxes

Kevin Wolocek

Wolocek & Wolocek

1910 7th Ave.

Wisconsin Rapids, WI 54494

(715) 424-4600

Practice Areas; Small Business Accounting/Taxes, Individual and Family Income Taxes

Pete Wautlet

Virchow, Krause & Co.

204 E. Commerce St.

Elkhorn, WI 53147

(262) 723-3243

Practice Areas; Small Business Accounting/Taxes, Individual and Family Income Taxes

Insurance Agents
Following are Insurance Agents I have worked with in the past.  As I said on the Client Center page, listing these accountants does not mean I am recommending that you hire them.

Joyce Schallock

Jack C. Loyda & Assoc.

4414 N. Oakland Ave.

Shorewood, WI 53211

(414) 332-5150

Practice Areas; Life, Health Property & Casualty

Liz Cyganiak

Cyganiak Planning

3515 N. 124  Street

Brookfield, WI 53211

(262) 783-6161

Practice Areas; Health Insurance for Businesses and Individuals.

Brian Kleinman

Robertson Ryan & Associates, Inc.

Two Plaza East, Suite 650

330 E. Kilbourn Ave

Milwaukee, WI 53202

(414) 283-4216

Practice Areas; Commercial Property/Casualty, Workers Compensation