by Marilou Davido | Mar 6, 2024 | Team Member
Russell graduated from the University of Minnesota in 2022 with a degree in Economics and started his career with a large private wealth management firm in midtown Manhattan. Returning to Milwaukee, Russell joined WFA in 2024 as an Adviser Associate. Growing up around...
by Marilou Davido | Oct 12, 2023 | Team Member
Mike joined WFA in 2023 as a Wealth Adviser. Since graduating from the University of Wisconsin-Stevens Point in 2006 with a Bachelor of Arts in Social Sciences, he has earned his Series 65 Securities license and CFP® designation. He has 12 years of experience in...
by Marilou Davido | Sep 11, 2023 | Team Member
Ryan Joined WFA in 2023 after graduating from the University of Wisconsin-Madison with a degree in Personal Finance. Ryan’s educational experience at UW Madison was tailored to produce young aspiring financial services professionals with a capable understanding of...
by Marilou Davido | Nov 24, 2021 | Team Member
Sadie joined WFA in 2021 with two years of experience in the financial and insurance industries. Sadie graduated from the University of Wisconsin-La Crosse in 2019 with a Bachelor’s degree in Business Management and a minor in Healthcare Analytics Management. She...
by rsullivan | Dec 9, 2020 | Team Member
Nick Enea, WFA’s President, says it was a leap of faith that brought him to the firm in 1994. He had worked for eight years as a Small Business Lending Officer at a large Midwestern commercial bank when a friend invited him to sign on as a partner at WFA. At the...
by rsullivan | Dec 7, 2020 | Team Member
Jake joined WFA in 2017 after graduating from the University of Wisconsin-Milwaukee with Bachelors in Business Administration for both Accounting and Finance. Jake’s area of focus is tax planning, and during his time at the firm his responsibilities have steadily...
