Our Team

The Shakespeare Team

All Shakespeare advisors are CERTIFIED FINANCIAL PLANNERS™ and many also specialize in other areas of financial planning. We use a team approach in everything we do, capitalizing on the talents and knowledge base of our entire team to best serve clients with investable assets of $1 million or more.

All Shakespeare advisors are also proud members of the National Association of Financial Advisors (NAPFA), the premier professional association catering to Fee-Only financial advisors. NAPFA Advisors must be a Certified Financial Planner (CFP) in good standing and demonstrate technical competence in the key areas of financial planning. To maintain our NAPFA membership we complete 60 hours of Continuing Education every two years and take a fiduciary oath. This is just one of the many ways we show that our clients always come first

Kevin Reardon, CFP®

Founder & President

Andrea Bulen, CFP®

Partner & Financial Advisor

Nick Ziarek, CFP®, CFA

Partner & Financial Advisor

Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC®

Financial Advisor

Ryan Rink, CFP®, EA, ChFC®, CLTC®

Financial Advisor

Brittany Hintz

Partner & Business
Operations Manager

Lauren Loke

Marketing Director

Morgan Hays

Operations Assistant

WHAT'S ON YOUR MIND

Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260