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Our Team

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.

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, CIMA®, AEP®, CPWA®, CLTC®

Partner & Financial Advisor

Ryan Rink, CFP®, EA, ChFC®, CLTC®

Partner & Financial Advisor

Brittany Hintz

Partner, CCO & Business
Operations Manager

Isaac Charpentier

Associate Advisor

Lauren Loke

Marketing Director

Olivia Darkow

Client Service Administrator

Keegan Tadych

Financial Planning Intern

VIEW FROM THE LAKE

Our Blog

Tip of the Month | July 2026

By Brian Ellenbecker | July 10, 2026 Read More > about Tip of the Month | July 2026

Financial To Do’s for Students Heading to College

By Isaac Charpentier | July 1, 2026 Read More > about Financial To Do’s for Students Heading to College

Social Security for Complex Family Situations

By Ryan Rink | June 20, 2026 Read More > about Social Security for Complex Family Situations

Tip of the Month | June 2026

By Kevin Reardon | June 10, 2026 Read More > about Tip of the Month | June 2026 VIEW ALL

WHAT’S ON YOUR MIND

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

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