About Us

The professionals at WFA Asset Management Corporation (WFA) stand ready to help you take control of your finances. We put our expertise to work on your behalf and spare no effort as you undertake the journey towards greater financial independence.

Our Past

WFA Asset Management Corporation (WFA) traces its origin to the mid-1980’s, and a company named Wisconsin Financial Advisors, Inc., located in a small office building on S. Kinnickinnic Avenue in Milwaukee. Wisconsin Financial Advisors was an econometrics firm that provided mathematical analysis for the equitable division of future pension benefits and other financial assets to law firms and their clients involved in divorce litigation. Wisconsin Financial Advisors’ success was immediate.

 

Our Present

In 1986, WFA was born to fill the Investment and Financial Planning needs created by the success of Wisconsin Financial Advisors. Today, WFA has grown into a full service investment and financial advisory firm that staffs industry licensed Investment Advisors and Tax Advisors. All of our professionals are committed to providing the highest quality financial services to meet our client’s expectations.

 

Nicholas Enea, MA, CFP

Nicholas Enea, MA, CFP

President

Marilou Davido, CPA, CFP

Marilou Davido, CPA, CFP

Vice President & Chief Compliance Officer

Elisha Wright, CPA

Elisha Wright, CPA

Tax Advisor

Nhi Duong

Nhi Duong

Investment Adviser Representative & Tax Associate

Jake Janicek

Jake Janicek

Tax Associate

Julie Geszvain

Julie Geszvain

Senior Client Service Specialist

Jim Niehoff

Jim Niehoff

Administrative Support

Wendy Rouse-Andrzejczak

Wendy Rouse-Andrzejczak

Receptionist & Customer Service Specialist

Your interests come first—always

WFA is a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). As such, we have a fiduciary duty to our clients to act in their best interests and to provide unbiased and objective investment advice. We owe our clients a duty of undivided loyalty and utmost good faith.

WFA also applies the CFP Board’s Code of Ethics and Standards of Conduct; reflecting our commitment to act with honesty, integrity, competence, and diligence.

Providing Financial expertise to Southeastern Wisconsin and Beyond

Situated in Whitefish Bay, just north of downtown Milwaukee, we service clients throughout the country and locally in Southeastern Wisconsin.

 

 

Navigating the Financial World

Our team helps you navigate the complexities of the financial world so you can make decisions with confidence. Learn from our knowledge and expertise as you continue your journey towards financial independence. 

 

Learn more by scheduling a free consultation.

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