Founder & CEO
Expert Financial Planner and Strategist to High Net Worth Individuals and their Families
Kevin Reardon, CFP® founded Shakespeare Wealth Management in 1999. Placing an emphasis on developing close relationships is what allows his team to better help clients through key transition points in life, such as retirement, selling a business, losing a loved one, divorce or inheritance. He finds the most reward in ensuring a client's legacy continues to bear fruit long after they're gone.
Kevin graduated from Marquette University with specialties in Finance and Economics. He uses his financial expertise to serve his community. Kevin is a CERTIFIED FINANCIAL PLANNER™, is the former President and Chairman of the Financial Planning Association of Wisconsin (FPA).
Kevin is happily married and has three grown boys who are his pride and joy. He is an avid (rabid?) traveler, preferring remote and far-flung destinations. He is a semi-professional weekend landscaper and has frequently been accused of planting too many trees and spending too much time on his lawnmower. When not traveling and landscaping, he enjoys spending time with family and friends, skiing, boating, working out, and being outdoors.
Financial Specialties
- Business Owners
- Inheritance
- Generational Wealth
Financial Certifications
- CFP®
- 2017 Vistage Inspirational Leader of the Year Award
Volunteer Organizations:
- Jesuit Nation
- St. Charles Church in Hartland - Active Member
Favorite Outdoor Hobbies:
Lifelong Skier & Professional Lawnmower Operator
Pets:
Outdoor cats that love to play with mice and chipmunks - Carrots, Tigger and Shyla
Favorite Beaches:
Barbuda, Antigua, St. Croix, Grenadines
Favorite Travel Destinations:
Caribbean beaches, Rocky Mountain peaks, and annual Canadian fishing trip for over 40+ years.
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260