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, each advisor completes 60 hours of Continuing Education every two years and takes a fiduciary oath. This is just one of the many ways we show that our clients always come first.
CONNECT WITH AN ADVISOR
Kevin Reardon, CFP®
Founder & CEO
Andrea Bulen, CFP®
President & Financial Advisor
Nick Ziarek, CFP®, CFA
Partner & Financial Advisor
Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC®
Partner & Financial Advisor
Ryan Rink, CFP®, EA, ChFC®, CLTC®
Partner & Financial Advisor
Brittany Hintz
Partner, CCO & Business
Operations Manager
Laine Kuether
Associate Advisor
Lauren Loke
Marketing Director
Crystal Gehl
Client Service Administrator
VIEW FROM THE LAKE
Our Blog
Tip of the Month | April 2024
By Lauren Loke | April 8, 2024 Read More > about Tip of the Month | April 2024
What Is Direct Indexing?
By Nick Ziarek | March 20, 2024 Read More > about What Is Direct Indexing?
Video: Timeline of Shakespeare Wealth Management
By Kevin Reardon | March 13, 2024 Read More > about Video: Timeline of Shakespeare Wealth ManagementTip of the Month | March 2024
By Ryan Rink | March 5, 2024 Read More > about Tip of the Month | March 2024 VIEW ALLWHAT’S ON YOUR MIND
Shakespeare Wealth Management, LLCN22 W27847 Edgewater Drive
Suite 101
Pewaukee, WI 53072-5260
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