Chairman / Advocacy Director
Jeffrey P. Schouten, CFP®
Annex Wealth Management
e-mail: jeff.schouten@gmail.com | President Elect / Partner Director
Nicholas Ziarek, CFA, AIF
Shakespeare Wealth Management
e-mail: nick@shakespearewm.com |
Treasurer
Kelly L. Savatski, CFP®
Prairie Financial Group, A Division of Waukesha State Bank
e-mail: ksavatski@waukeshabank.com | Secretary / Volunteer Director
Shannon L. Nook, FPQP ™
Liberty Financial Group, Inc
e-mail: shannon@lfgwi.com |
Membership Director
Lisa Dregne, CFP®
e-mail: Lisa@yorkshireinsurance.com | Program Director
Shane Davis
American Funds by Capital Group
e-mail: sld@capgroup.com |
Career Development Director
Ben Smith, CFP®
Cove Financial Planning, LLC
e-mail: Ben@coveplanning.com | Symposium Director
Thomas Meeker, CFP®
Hogan Financial
e-mail: thomas.meeker@hoganfinancial.com |
Pro Bono Director
Lucas Kraft, CFP®
CION Investments
e-mail: lucaslkraft@gmail.com | NexGen Director
Brittany Komorowski, CFP®, EA
Charter Capital Management
e-mail: blkomorowski@gmail.com |
Public Relations Director
Deanne E. Phillips, CFP®, CDFA®
Annex Wealth Management
e-mail: dphillips@annexwealth.com | Executive Director
Brenda A. Matthias
FPA of Wisconsin
e-mail: info@fpawi.org |
