February 2017 Print

From the President

Hello FPA of Wisconsin members:

It is my great honor to welcome you to the FPA of Wisconsin for 2017.  We have chosen the theme Leading the Way to Financial Health and Wellness and hope that this captures two very prevalent themes.  The first is the country’s awakening to the need for greater planning and preparation for a demographic wave of baby boomer retirements and an accompanying wealth transfer of unprecedented proportion.  The second is the nation’s growing awareness that it is financial planning professionals who will lead the charge to make this preparation a reality.  Financial health and wellness will mean different things to different people and this will be reflected in their goals.  As financial planners we can assist our clients by helping them set their financial goals, reviewing and revising them to help secure their financial health and wellness.  The Financial Planning Association will lead the way by supporting our members on this mission.

2016 was an exciting year in many ways with changes arriving from many different directions.  Our first full year as a state-wide merged organization created opportunities to network and engage with new members and colleagues and form new relationships that will strengthen our group.  In our efforts to hold meetings around the state, we will again have a quarterly meeting this year in Madison and one in the Fox Valley.  Our Annual Symposium will be held again at the Osthoff Resort in Elkhart Lake on October 9th and 10th.  I think everyone in attendance at last year’s event can testify to the great fun and awesome venue this provided our members.  Plan to join us, get your Ethics credits, stay overnight and enjoy the opportunity to really engage with each other.  Shannon Nook and her new Co-Chair Justin Moilanen are preparing another fantastic Symposium experience - you will not be disappointed.

We plan on hosting another FPA of WI Advocacy Day in Madison this year on March 30th thanks to the direction of Michael Koerner, our past President and current Chairman who is our acting Advocacy Director.  We had seven FPA of WI members and a representative of the national FPA Advocacy Committee meeting with legislators, both Assembly and Senate, and it was a great success.  The importance of educating our current legislators regarding the policies that affect the financial services industry is becoming increasingly important. We found it to be most effective when the legislator we were meeting with had one of his/her own constituents in the room and we’d love to meet your Senator or Representative so please join us if this is an area of interest to you.

We continue to focus on ProBono activities in the communities we serve and are constantly looking for new ways to help educate underserved populations that really need our help.  Financial literacy curriculum is finally gaining ground in our high schools and other programs that identify specific needs such as Veterans Initiatives, Make A Difference-Wisconsin and Financial Planning Day need dedicated FPA members to bring them to life.  We know that many of our members are participating in ProBono activities in informal ways and we’d really like to know about them and help support your efforts.  Please let our ProBono Co-Chairs, Jeff Schouten or Kay Knuth know about them and thank you for your efforts.

Newer initiatives this year that were extremely successful include Free CE Day and a series of networking social activities we’re calling Pints ‘n’ Planning.  Our thanks to Mike Smith and Christine King for their energy organizing these events.  We’d like to export the Pints ‘n’ Planning concept to other areas of the state this year, especially in Fox Valley and Madison.  Keep your eyes on the website for announcements about these events and join the fun.  Building relationships with other financial planning professionals while you are building your knowledge is the reason we are members of the Financial Planning Association. 

We face some challenges as a new organization as we all struggle with the reality of driving a few more miles to participate in activities that used to be in our back yard.  In order to encourage more participation at the quarterly meetings, we’ve created some changes to the way members pay for these events.  Prior to this change, members paid $139 to attend a quarterly meeting.  We’ve reduced this to just $39 per meeting.  We want you to attend.  We’re making it very affordable to take time away from your offices to build your professional network.  We are building this funding model to encourage participation by increasing the FPA annual membership by $50.  If you attend all four quarterly meetings, your annual savings will almost cover the annual membership fee.  Join us – we’re building it for you!

These are exciting times that demand the sane and thoughtful approach that FPA members provide their clients on a daily basis.  On behalf of the Board of Directors of the FPA of Wisconsin, I want to thank you for your continued support and dedication to this wonderful profession. We need each other to survive and prosper just as our clients need us to lead them to financial health and wellness.  Thank you for all you do to make a difference.

Best wishes for a successful 2017,

Megan Heintzkill, CFP®
FPA of Wisconsin - President

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Membership Involvement Makes A Difference

The Membership Committee is excited to welcome many new members to the chapter this year.   If you are interested in getting involved in chapter leadership, and particularly if you’d like to assist in developing a stronger, more involved membership base in your area of the State, please contact Andrea Bulen at  

The Membership Committee continues to host new member breakfasts. These gatherings are a great way for new members to begin to build their network and learn about opportunities to get the greatest benefit from FPA membership. If you are a new member, or considering membership, please plan to attend. 

A complete list of new member breakfast dates are listed below.   The breakfast starts at 8:00 am and is held at the Original Pancake House on Bluemound Road in Brookfield.


Andrea Bulen, CFP®
Membership Chair

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Welcome New Members

We are pleased to welcome the following new members:

  • Brian Amore – The PrivateBank
  • Sean Burke, CFP®
  • Jacob Hornak
  • Derek Hungness
  • Jeffrey Kolasinski, CFP® - PDI Financial Group
  • Brandon Lehman, CFP® - Russell Investments
  • Yi (Chloe) Luo
  • Ashley Mai
  • Jonathan McGlin
  • David Muehl, CFP® - Northwestern Mutual
  • John O’Neil – The Private Bank & Trust Company
  • Nicole Ralph, CFP®, MBA – Boston Private Wealth
  • Bijan Ramirez – SVA Plumb Wealth Management
  • Cynthia Sforza, CFP®, CRPC® - Bronfman E.L. Rothschild
  • Gary Staples, CFP® - Fairway Independent Mortgage Corporation
  • Matthew Weith, CFP® - Northwestern Mutual
  • Yannan Zhu 

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Happy Anniversary

Member Anniversaries

15 Years
David Jordan, CFP®, ChFC, CLU – Independent Wealth Management LLC dba Jordan Financial Life Planning

10 Years
Paul Meyer – Lincoln Financial Advisors Corp.
Richard Reese, CFP® - Reese Financial Management, Inc.
Grace Rossman, CFP® - Thrivent Financial 

5 Years
James Cullen
– The PrivateBank
Kathleen Dougherty-Klein, CFP® - Park Place Capital Management Inc.
Diane Esser, CFP®, CPA, RICP® - Direction Financial Management, LLC
Jason Ganiere
Michael Koerner – Annex Wealth Management
David Muchow, CFP® - Aspiriant
Jesse Nelson, CFP® - KerberRose Wealth Management
Robert Schneider, CFP®, RICP® - Cleary Gull, Inc.

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Partners Offer Great Resources

FPA of Wisconsin Values and Depends on our Partners

The 2017 FPA-WI Partners make it possible for us to offer many programs along with community outreach.  
Please support them as they support the FPA-WI.

Artisan Partners
American Funds
CareRight, Inc.
Charles Schwab Advisory Services
Fairway Independent Mortgage Corp.
Fiduciary Partners, Inc.  
Prairie Financial Group
Sit Investment Associates
Vanguard Financial Advisor Services

We couldn't have accomplish all that we do throughout the year without their support.  Thank you to our 2017 Partners!

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Scholarship Announcement

The Financial Planning Association of Wisconsin Scholarship Program provides financial assistance to Individuals pursuing the Certified Financial Planner™ certification. To qualify for this Scholarship, you must be a current Wisconsin resident and enrolled in a CFP® Certification Program or registered for a CFP® Certification Review Class in preparation for the CFP® exam. 

This $200 Scholarship is awarded three times per year, one month prior to each of the CFP® Exam dates. Upcoming application deadline for the next scholarship is February 9, 2017. To obtain an application and directions - click here!

Scholarship determinations are at the sole discretion of the FPA of Wisconsin’s Career Development Committee with approval of the Board of Directors. All scholarship decisions are final. Scholarship funds will be disbursed directly to the winner. Winners will be notified by letter.

Please share this information if you know of someone who qualifies.

Questions? Contact Julie Coombs at 262-796-8400 or

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Financial Planning Symposium

Planning is underway for this year’s Symposium which will be held at the beautiful Osthoff Resort on October 9th & 10th.  We will be offering the reduced hotel room rate of $120 for the impressive accommodations and amenities.  This year’s Symposium will include 3 hours of Ethics CE.  Mark your calendars now!  

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Calendar of Events

Member Meetings –

  • February 8th – Wisconsin Club, Milwaukee
  • April 11th – Milwaukee Marriott West, Waukesha
  • June 13th – Radisson Paper Valley Hotel & Conference Center, Appleton
  • September 12th – Maple Bluff Country Club, Madison

New Member Meetings – (all will be held at Original Pancake House)

  • March 15th
  • September 7th
  • November 29th 

Pints 'n' Planning –

  • February 21st – Escape Chambers, Waukesha
  • May 10th – Maxie’s, Milwaukee
  • August 9th – Boat ride or go carts
  • November 8th – Beer Tasting at World of Beer, Wauwatosa

Collaborative Learning – (all will be held at Summit Place – West Allis)

  • April 19th
  • July 19th 
  • October 19th 

Financial Planning Symposium

  • October 9th & 10th – Osthoff Resort


 Check the Calendar for additional information.  

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