From the President

Ahhhhh. Finally, springtime is finally upon us, and tax time is now behind us. I hope all finds you well. 

First and foremost, on behalf of the entire Board, thank you for your membership. We are always discussing ways to better serve you and all members across Wisconsin. With that said, we are looking for feedback for what you need and what content would be most useful. What would get you out of the office to attend an event? Well, our “Meet the Board” event is coming next week, and we would love to hear from you. Any chance you can join us Thursday, April 25th? 

The calendar with the rest of the year includes a lot of opportunities to get involved. We have our next Member Meeting on May 21st at the Lake Country DOCKHOUNDS! This will be a fun event with several great speakers and a fun social event to follow. Networking is a key benefit of FPA of WI, this is one of the best opportunities to meet your fellow members. Finally, we have a top tier line up in the works for our Fall Financial Planning Symposium. Save the date on your calendar - Monday and Tuesday October 7-8th at Blue Harbor Resort in Sheboygan WI. Speakers include Brian Portnoy and Brian Jacobson, and a whole lot more. Golf, Ethics CE, and plenty of fun! I hope to see you there. 

Ultimately, there is power and energy in community. FPA of WI hopes to foster a sense of community for all those in the financial planning business in Wisconsin. Given all the challenges facing us as business owners, asset allocators, marketers, and therapist (at times)… that community is here to help. Please consider getting more involved with the board or inviting a friend / colleague / NexGen advisor to join our growing group. Finally, we can’t do any of this without our amazing sponsors. Thank you all for supporting this local community of dedicated planners. 

All the best, 

Luke Kraft CFP® AIF® CAIA
President, FPA of WI

Welcome New Members

Save the Date for our 2024 Financial Planning Symposium

Calendar of Events

Meet the Board & Networking Event
April 25th - Annex Wealth Management - Register Now

Member Meetings –
May 21st - Lake County DockHound - DockHounds Game - Register Now

Free CE Day - 
July 24th - Westmoor Country Club - Brookfield

Financial Planning Symposium -
October 7th & 8th - Blue Harbor Resort and Spa

New Member Breakfast – 
September 13th - Mimosa

NexGen Meeting– 
April 25th - Virtual - Register Now

For more information on each event visit the Events Page.  

Thank You to Our Partners

FPA WI Partners make it possible for us to offer many of our programs along with community outreach.  Please support them as they support the FPA of Wisconsin.

Gold Partner
Investors Associated, LLP

Silver Partners
American Funds
Cliffwater
CPS Horizon Financial
CTaccess, Inc.
Edvest
Natixis Investment Managers
Vesta Senior Network
Vizance

Bronze Partner
Artisan Partners 
CION Investment
von Briesen & Roper, s.c.

Did you know...

Collaborative WIM
“I Want to Be a Speaker. Where Do I Begin?” Featuring Sonya Dreizler (Hosted by CFA Society Seattle) - May 9th virtual event – for more info and to register.

Journal of Financial Planning
Did you know that FPA Members can earn CE credit through the Journal at NO CHARGE?

FPA 2024 Events

FPA Retreat 2024: Energy, Change, Disruption - the FPA Retreat on May 6-9 at the Loews Ventana Canyon Resort in Tucson, AZ. 

FPA NexGen Gathering 2024: Registration for the FPA NexGen Gathering in Phoenix on August 20-22.  To register - click here. Early Bird registration ends May 31.

FPA Annual Conference 2024: The largest annual gathering of CFP® professionals each year so save September 18-20 on your calendar and plan to gather with your colleagues in Columbus, OH. Register now for early bird pricing.

Current Board Members

President - Luke Kraft, CFP®, AIF®,CAIA
President Elect - Shannon Nook, FPQP ^_TM
Treasurer - Greg Nebel, CFP®
Secretary - Josh Strzelecki, CRPC, APMA
Chairman - Nick Ziarek, CFA, CFP®
Membership Director - Bethany Canfield 
NexGen Director - Ryan Rink, CFP®, EA, CLTC®, ChFC®
Partner Director - Doug Gjerde, CFP®
Program Director Co Director - Mike Smith, LUTCF, CLTC, LACP
Program Director Co Director - Deanne Phillips, CFP®, CDFA®
Pro Bono Co Director - Preston Cherry, Ph. D., CFP®
Pro Bono Co Director - Sarah Knudson, CFP®
Public Relations Director - Anthony Stich
Symposium Director - Steve Boylan 

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