Shakespeare Blog: View from the Lake

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Celebrating Shakespeare’s 25th Anniversary

Written By: Kevin Reardon, CFP®

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It’s with great pride we announce Shakespeare’s 25th anniversary of working with our clients and their families. We are thankful for your trust and confidence over the years, and the opportunity to walk with you through life’s many challenges. I started Shakespeare Wealth Management in 1999 with the conviction that ‘people matter’. We felt strongly that if we did our job well, we could have a material impact on your financial wellbeing, as well as the success of your family.

We knew the ‘Fee-Only’ model of delivering unbiased financial advice was the best way to eliminate conflicts of interest and meet the fiduciary standard of care you deserve. In addition, we realized comprehensive financial planning was the best way to take care of all your financial needs. These core tenants make up Shakespeare’s DNA and have been the building blocks to allow us to best serve you. It’s from this strong history Shakespeare will build upon for the future.

Three years ago we initiated a succession plan to ensure the firm would be here to serve your families for many years to come. As part of that process, I’m proud to announce the promotion of Andrea Bulen, CFP® to President of Shakespeare Wealth Management. Andrea joined the firm in 2013 and became a shareholder in 2021. Her promotion to President affirms her substantial contribution to the firm and to you. She’s proven to be both a capable financial advisor and a strong leader. Andrea has been responsible for many of the day-to-day functions of the firm for some time now, so her promotion will be a seamless transition as she continues to serve clients and lead the Shakespeare team.

In addition, we are pleased to announce Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® and Ryan Rink, CFP®, EA, ChFC®, CLTC® are now shareholders of the firm, joining Andrea Bulen, CFP®, Nick Ziarek, CFP®, CFA® and Brittany Hintz. Brian and Ryan live Shakespeare’s core values and serve our clients with technical competency, diligence, and care. Their addition as shareholders further strengthens your Shakespeare team.

In our ever-changing world, we hope you have peace of mind knowing your team of advisors will be here in the years ahead. The future is bright and we look forward to building on our past success.

With 25 years of gratitude,

Kevin M. Reardon, CFP®

Founder & CEO