Leadership

Kelly Dancy, JD

President (414) 751-7531

Robert Holton, MBA

President Elect (414) 287-8890

Stephen P. Bartholomew, CLU, ChFC

Secretary/Treasurer (262) 240-9932

William M. Newby, RHU, REBC

Immediate Past President, Nominating Chair, Sponsorship Chair (262) 798-0818

John E. Muth, CFP, CLU, JD, AEP

Professional Development Chair, Director (414) 665-8606

Rhett Holland, JD

Young Professional Advisor, Director (414) 347-4768

Janet Kratz, RIA

Director (414) 273-8373

John P. Pierson, CLU, ChFC

Director (262) 783-6161

Robert Schneider, CFP, RICP

Director (414) 291-4508

Adam Wall, CLU, ChFC

Director (763) 442-7339