Broker Check
414-765-1450
kindlerhenricksongroup@rwbaird.com
Client Login

It All Starts With a Plan

Intentional Planning    l   Personal Benchmark    l    Peace of Mind  

How can we help you?

Are you concerned about approaching retirement?

Are you concerned about approaching retirement?

Have you recently experienced an inheritance event?

Have you recently experienced an inheritance event?

Would you benefit from a better understanding of your investments?

Would you benefit from a better understanding of your investments?

How could tax saving strategies improve your plan?

How could tax saving strategies improve your plan?

"A goal without a plan is just a wish"

 - Antoine de Saint-Exupery

Our Process

Discovery 

Get to know you and learn about your goals.

Analysis

Learn about your current financial situation

Presentation

Present a personalized plan to help you meet your goals 

Implementation

Review the plan and strategies annually

Meet Our Experienced Financial Professionals

Mark Kindler

Mark Kindler

Managing Director | Senior Investment Consultant

414-765-3878

Jess Henrickson

Jess Henrickson

Director

414-298-2476

Lyssa McGauran, CFP®

Lyssa McGauran, CFP®

Financial Advisor

4142985092

Amanda Ridgway, CFP®

Amanda Ridgway, CFP®

Assistant Vice President | Client Planning Specialist

414-298-6236

Lada Avrunina

Lada Avrunina

Client Specialist

414-298-1856

Daniel Brennecke

Daniel Brennecke

Client Assistant

414-765-3603

Contact Us

We’d love to hear from you!

Schedule an Appointment

Thank you!
Oops!
Schedule a Consultation