Leadership

Robert Schneider, CFP, RICP

President, Nominating Chair, Director (414) 291-4508

Bailey Larsen, CPA, JD

President Elect, Director (262) 796-4500 (414) 273-3947

Stephen P. Bartholomew, CLU, ChFC

Immediate Past President, Main Contact, Director (414) 322-2694

Janet Kratz, RIA

Professional Development Co-Chair, Director (414) 273-8373

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

Professional Development Co-Chair, Director (414) 665-8606

Kelly Dancy, JD

Young Professional Advisor (414) 751-7531

Kelly M. Condon, Attorney

Director (414) 276-5000