Isaac Charpentier
Associate Advisor
As Associate Advisor, Isaac supports our financial advisors and operations team to help deliver personalized, high-quality service to our clients. He is an integral part of our Shakespeare team and specializes in collecting, organizing and analyzing data for developing comprehensive financial plans.
Isaac earned his degree in Finance with an emphasis in Financial Planning and a minor in Economics from the University of Wisconsin-Whitewater. He also holds licenses in life, health, and property & casualty insurance.
Isaac calls Delafield his home. Out of the office, you can find him hiking along the Ice Age Trail, biking, gardening and playing board games with friends.
Volunteer Organizations:
- 3:30 Ministry
- Ice Age Trail Alliance
- Compassion International
Favorite Hikes:
Lapham Peak & the Mammoth Hike Challenge on the Ice Age Trail
Garden Must-Haves:
Amorphophallus Konjac (Corpse Flower), Elephant Ears, and Cucumbers
Board Game Night:
Catan
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Shakespeare Wealth Management, LLCN22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260
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