Board of Directors

Jeffrey P. Schouten, CFP®

Chairman / Advocacy Director

Annex Wealth Management

Nicholas Ziarek, CFA, AIF

President Elect / Partner Director

Shakespeare Wealth Management

Kelly L. Savatski, CFP®

Treasurer

Prairie Financial Group, A Division of Waukesha State Bank

Shannon L. Nook, FPQP ™

Secretary / Volunteer Director

Liberty Financial Group, Inc

Lisa Dregne, CFP®

Membership Director

Shane Davis

Program Director

American Funds by Capital Group

Ben Smith, CFP®

Career Development Director

Cove Financial Planning, LLC

Thomas Meeker, CFP®

Symposium Director

Hogan Financial

Lucas Kraft, CFP®

Pro Bono Director

CION Investments

Brittany Komorowski, CFP®, EA

NexGen Director

Charter Capital Management

Deanne E. Phillips, CFP®, CDFA®

Public Relations Director

Annex Wealth Management

Brenda A. Matthias

Executive Director

FPA of Wisconsin