Certified Financial Planner (CFP®)
Owner & President
Kevin has been helping clients achieve their financial goals for over 25 years; and if there’s one thing he’s learned, it’s that the only way to provide the highest level of advice is to get to know his clients on a one-on-one basis. It’s his favorite part of the financial planning process. It’s also the driving force behind—and the reason he started—Shakespeare Wealth Management.
Placing an emphasis on developing close relationships is what allows him and his team to better help clients through key transition points in life, such as retirement, selling a business, or losing a loved one. Although he finds planning for—and successfully guiding—his clients through these moments rewarding, Kevin finds the most reward in ensuring their legacy continues to bear fruit long after they're gone.
Kevin graduated from Marquette University College of Business with specialties in Finance & Economics. He has always had a passion for people and helping them make the best life for themselves. Kevin uses his financial expertise to serve his community as a member on the board of the Children’s Hospital of Wisconsin Foundation Plan Giving Council.
He is also an active member in his church, Jesuit Nation, and Life Connections, among other non-profits. In order to provide the best recommendations, Kevin is committed to continuing education and understanding the technical aspects of financial planning, tax laws, estate laws, insurance products, college funding strategies, and others. Kevin stays on top of financial trends with his heavy involvement in FPA, NAPFA, and WICPA.
- Tax Planning
- Ongoing Investment Management
- Retirement Planning & Distribution Rules
- Fee-Only Financial Services
- Planning Issues for Business Owners
- Social Security Planning
- Medicare and Health Insurance Planning
- Inheritance and Sudden Wealth
- Women’s Finance
- Estate Planning
- Required Minimum Distribution Planning
- Comprehensive Financial Planning
- Women’s Finances
- CFP® 2007
- 2013-2015 Milwaukee Magazine 5-star Wealth Manager
- 2017 Vistage Inspirational Leader of the Year Award