Our Team

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.

MEET THE TEAM

Nicholas Enea, MA, CFP®

Nicholas Enea, MA, CFP®

President

Marilou Davido, CPA, CFP®, CDFA®

Marilou Davido, CPA, CFP®, CDFA®

Vice President & Chief Compliance Officer

Jake Janicek, EA

Jake Janicek, EA

Senior Tax Advisor

Mike Tyler, CFP®

Mike Tyler, CFP®

Wealth Advisor

Wendy Rouse-Andrzejczak

Wendy Rouse-Andrzejczak

Receptionist & Customer Service Specialist

Sadie Bishop

Sadie Bishop

Advisor Associate

Ryan Komas

Ryan Komas

Advisor Associate

Julie Geszvain

Julie Geszvain

Senior Client 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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