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Estate Planners in Wisconsin

Estate Planners in Milwaukee, WI

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16 results found

Jim Marek Milwaukee, WI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Information Technology Specialist • IT Specialist • Manager • Operations Manager • Financial Manager • Advisor • Business Analyst • Counselor • Analyst • Analysts • IT Manager • Software Engineer • Software Developers • Project Managers • Technology Director • Technology Manager • Technical Managers • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Department Store Salesperson • Retail Professional • Retail Salesperson • Recruitment

Experience & Education

Position:
Retired at Family
Title:
Information Technology and Services Professional
Location:
Greater Milwaukee Area
Industry:
Information Technology and Services
Work history:
Family Retiredsince 2011Robert W. Baird & Co. IT Business Analyst / Consultant2010 - 2011
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Peter Hundt Milwaukee, WI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Partner • Chief Executive • Financial Manager • Planner

Experience & Education

Position:
SEP & Roth IRA Strategist | Financial & Estate Planner | Tax & Risk Management Expert...
Title:
Partner at Hundt Financial Services | Investment & Retirement Planner | Tax, Estate, & Insurance Planner
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Hundt Financial Services - Brookfield, WISEP & Roth IRA Strategist | Financial & Estate Planner | Tax & Risk Management Expert in WIsince 2001Hundt Financial Services Investment & Retirement Planner | Insurance Expert | Partner at Hundt Financial Servicessince 2001
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Brian Ellenbecker Milwaukee, WI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Financial and Estate Planner at Baird
Location:
Greater Milwaukee Area
Industry:
Financial Services
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James Schoenecker Milwaukee, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chairperson • Chief Executive • Financial Manager • Non-Profit • Tour Guide

Experience & Education

Location:
Greater Milwaukee Area
Industry:
Law Practice
Work history:
Clair Law Offices, S.C. AttorneyMar 2008 - Jul 2009Quarles & Brady LLC AttorneyApr 2006 - Oct 2007
Skills:
Securities Claims, Litigation and Business Regulation Practice Group, Misappropropriation of Trade...
Estate Planner Legal Network
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Margaret Paur Milwaukee, WI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chair of Committee • Owner • Board Member • Chairperson • Chief Executive • Management Team Executive • Operations Manager • Instructor • Pedagogue • Financial Manager • Advisor • Non-Profit • Entrepreneur • Team Member • Managers • Relationship Manager • Account Service Manager • Jockey • Horse Racer • Racer • Fiduciary • Trust Law Attorney • Lawyers • Doctor of Philosophy • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Committee Chair - Pony Club Polo Discipline at United State Pony Club, Committee Chair USPC at...
Title:
Design and coordinate USPC polo activites
Location:
Greater Milwaukee Area
Industry:
Recreational Facilities and Services
Work history:
United State Pony Club Committee Chair - Pony Club Polo Disciplinesince Jan 2011United States Polo Association Committee Chair USPCsince Jan 2010
Skills:
Wealth Management, Asset Management, Estate Planning, Retirement Planning, Public Speaking,...
Languages:
Spanish, Latin
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Steve Young Milwaukee, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Founder • Partner • Board Member • Vice President • Managing Partner • Chief Executive • Founding Member • Management Team Executive • Operations Manager • Bachelors Degree • Supporting Member • Team Member • Financial Manager

Experience & Education

Position:
President at Prescient Capital Management, LLC
Location:
Greater Milwaukee Area
Industry:
Investment Banking
Work history:
Prescient Capital Management, LLC Presidentsince Jan 2002
Estate Planner Legal Network
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John Muth Milwaukee, WI

Professions & Specialties

Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chairperson • Chief Executive • Financial Manager • Financial Analyst • Human Resources Specialist • Recruitment • Underwriter • Juris Doctor • Bachelor of Arts

Experience & Education

Position:
Director - Financial Planning at Northwestern Mutual
Title:
Director at Northwestern Mutual
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Greater Milwaukee AreaDirector - Financial Planningsince Jul 1996Blue Cross Blue Shield of Wisconsin AttorneyMay 1993 - Jul 1996
Estate Planner Legal Network
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Patrick Schultz Milwaukee, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Chairperson • Chief Executive • Supporting Member • Volunteer • Team Member • Non-Profit • Judicial Law Clerk • Financial Manager • Operations Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Attorney at Walden, Schuster & Vaklyes, S.C., President Elect at Interfaith Senior Programs, Inc.
Title:
Attorney at Walden, Schuster & Vaklyes, S.C.
Location:
Greater Milwaukee Area
Industry:
Law Practice
Work history:
Walden, Schuster & Vaklyes, S.C. - Waukesha, WIAttorneysince Jun 2009Interfaith Senior Programs, Inc. - Waukesha, WIPresident Electsince Jan 2010
Skills:
Probate, Estate Planning, Guardianship, Elder Law, Trusts, Wills, Conservatorships, Special Needs...
Estate Planner Legal Network
Full Profile

Stephen Davis Milwaukee, WI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Director • Operations Manager • Hospital Care Professional • Health Professional • Health Practitioner • Marketing Manager • Financial Manager • Representative • Advisor • Organization Management • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Director of Gift Planning at Aurora Healthcare Foundation
Location:
Milwaukee, Wisconsin
Industry:
Hospital & Health Care
Work history:
Aurora Healthcare Foundation - Millwaukee, WIDirector of Gift Planningsince Nov 2011Wycliffe Foundation Director of Gift Planning2007 - Nov 2011
Skills:
Creative Gift Planner, Excellent Networker, Donor Centered Professional, Planned Giving, Donors,...
Certifications:
Fellow Charitable Estate Planning, Charitable Estate Planning Institute
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Greg Ryan Milwaukee, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Attorney At Law • Law Specialist • Lawyers • Financial Manager • Student Lawyer • Juris Doctor • Bachelor of Arts • Tour Guide

Experience & Education

Position:
Owner at Greg T. Ryan, Attorney At Law LLC
Title:
Owner, Greg T. Ryan, Attorney At Law LLC
Location:
Greater Milwaukee Area
Industry:
Law Practice
Work history:
Greg T. Ryan, Attorney At Law LLC OwnerMichigan Supreme Court Legal ExternAug 2009 - Dec 2009
Estate Planner Legal Network
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Al Young Milwaukee, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Manager • Operations Manager • Financial Manager

Experience & Education

Position:
Attorney at Fox, O'Neill & Shannon, S.C.
Title:
Attorney (Business Law, Estate Planning & Tax) with offices in Milwaukee and Elm Grove, WI
Location:
Greater Milwaukee Area
Industry:
Law Practice
Work history:
Fox, O'Neill & Shannon, S.C. Attorneysince Jul 1986Arthur Andersen & Co. - Milwaukee, WITax ManagerJul 1980 - Jun 1986
Skills:
Wills, Commercial Litigation
Estate Planner Legal Network
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Susan Labudde Milwaukee, WI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Acquisitions Manager • Purchasing Managers • Technology Director • Technology Manager • Technical Managers • Financial Manager • Legal Counsel • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk

Experience & Education

Position:
Vice President and Senior Trust Counsel at M&I Trust Company/ Wealth Management, VP & Sr Tr ...
Title:
Vice President and Senior Trust Counsel at M&I Wealth Management
Location:
Greater Milwaukee Area
Industry:
Banking
Work history:
M&I Trust Company/ Wealth Management Vice President and Senior Trust Counselsince Aug 2008M&I Weath Management VP & Sr Tr Counselsince 2008
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Jamey Rappis Milwaukee, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Director • Operations Manager • Independent Contractor • Contractor • Independent Business Owners • Lawyers • Chief Executive • Financial Manager • Community Service Manager • Bachelor of Arts • Government Administration Professional

Experience & Education

Position:
National Tax Principal - Private Client Tax at CliftonLarsonAllen
Title:
Attorney - National Tax Principal - Private Client Tax Services
Location:
Greater Milwaukee Area
Industry:
Accounting
Work history:
CliftonLarsonAllen - Greater Milwaukee AreaNational Tax Principal - Private Client Taxsince May 2007Clifton Gunderson LLP Firmwide Director of Tax ServicesJun 2009 - May 2010
Estate Planner Legal Network
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Andrew Willms Milwaukee, WI

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Financial Manager • Operations Manager

Experience & Education

Position:
Owner at Willms S.C.
Title:
Owner, Willms S.C.
Location:
Greater Milwaukee Area
Industry:
Law Practice
Work history:
Willms S.C. Owner
Estate Planner Legal Network
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Tom Glembocki Milwaukee, WI

Professions & Specialties

Puchasing and Estimating Manager • Law Specialist • Lawyers • Owner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Mathematician

Experience & Education

Position:
Owner at Glembocki Law Office, Attorney at Glembocki Law Office
Title:
Attorney at Glembocki Law Office
Location:
Greater Milwaukee Area
Industry:
Law Practice
Work history:
Glembocki Law Office Ownersince Aug 1992Glembocki Law Office Attorneysince Aug 1992
Skills:
Probate, Trusts, Estate Planning, Tax, Real Estate, Wills, Powers of Attorney, Estate...
Estate Planner Legal Network
Full Profile

Joseph Maier Milwaukee, WI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Executive Compensation • Chief Executive • Financial Manager • Law Specialist • Lawyers • Editor • Speaker • Spokesperson • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Office:
O'Neil, Cannon, Hollman, DeJong & Laing S.C.
111 East Wisconsin Avenue, Suite 1400, Milwaukee, WI 53202
Phone:
(414) 276-5000 (Phone), (414) 276-6581 (Fax)
Specialties:
Tax Planning, Estate Planning
ISLN:
909906311
Admitted:
1995, Wisconsin and U.S. District Court, Eastern and Western Districts of Wisconsin
Biography:
Joe assists business owners and families in succession planning and estate planning. He also...
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Estate Planners around Milwaukee, WI

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Estate Planners in Wisconsin

Sub-specializations

Estate Planner  (16)