From the President

And just like that, the leaves have turned fall colors, and we headed into year end. What a beautiful October we have had, with eye popping 70 degree days here as of late. With all that said, FPA of WI is coming off an amazing 2024 Symposium up at Blue Harbor. The synergy was off the charts, and the sessions had so much to offer. Thank you all that attended. We are planning on taking symposium to the next level in 2025 and look forward to having you there. 

But before then, I am excited to welcome our new members. As we push towards continued growth, please take the time to connect with these new members and welcome them to the FPA of WI community. Also, I can’t thank our sponsors enough for all their time and support this year. If you haven’t done so already, please check out how they can support you and your clients.

Finally, I am super excited about our next virtual meeting with Jeff Levine on December 10th at 11:45am. Please mark your calendars now and do your best to attend this meeting. Given all the recent changes for IRAs after the SECURE Act, I am pumped to have Jeff share some timely planning opportunities with us before 2025 hits. 

In closing, from everyone on the board of FPA of WI, all the best to you and yours this holiday season.

Sincerely,

Luke Kraft, CFP®, AIF®, CAIA
President

Welcome New Members

Ian Beardsley 
Dax Brown
Fred Coleman, CFP®
Jonathon Ferguson, CFP®
Megan Harris, CFP®
Matt Heling, CFP® - Edward Jones
James Hill, CFP® - Boardwalk Financial Strategies
Jeff Hottinger, CFP®
Ryan Isherwood - Significance Capital
Barry Mendelson, CIMA - Capital Market Consultants
Tammy Niemann - Ellenbecker Investment Group
Matthew Ostergaard - Round Table Associates
Steven Reiss
Tyler Skutnik - LRC Aviation Advisors
John Thomas - H&R Block
Ryan Van Blarcom, CFP®
Claudia Zawlodzki

Calendar of Events

Member Meeting
December 10th - Save the Date as we welcome Jeff Levine for a virtual presentation.

February 12, 2025 - Save the Date! 

For more information on each event visit the Events Page.  

Thank You to Our Partners

The success of our year-long programs and community outreach is a direct result of the dedication and generosity of our FPA Wisconsin partners. We extend our deepest thanks for their continued partnership and support.

Gold Partner
Investors Associated, LLP
Prairie Trust

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

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

Current Board Members

Thank you to the outstanding FPA Wisconsin board members of 2024. Your vision and dedication have been key in advancing FPA of Wisconsin, and we’re grateful for your contributions to chapter success. 

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®
Career Development Director - Tyler McConville, CFP®
Pro Bono Co Director - Preston Cherry, Ph. D., CFP®
Pro Bono Co Director - Sarah Knudson, CFP®
Public Relations Director - Anthony Stich
Director - Steve Boylan 

Did you know...

FPA Wisconsin Job Listing - 
FPA of Wisconsin offers Job Postings on our website. Companies seeking financial professionals may post a job announcement for $50. The posting will remain on the website for up to 90 days. We will also send an e-mail to our database of over 1300 financial professionals.  To view a list of the current job postings - click here!

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

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