Jonathan D. Wylie, CFP^®

Jon’s broad experience in retirement planning, investment management, tax planning, estate planning, and insurance enable him to help his clients pursue their financial goals. Jon values educating and empowering his clients to make informed decisions. He manages investments in over 20 states and often leverages video conferencing and electronic documents to make the client experience as seamless as possible. Jon is a CERTIFIED FINANCIAL PLANNER™ Professional, holds his Certification in Long-Term Care (CLTC) designation, and is an active member of the Financial Planning Association (FPA). He graduated from the University of Wisconsin Oshkosh with a bachelor’s degree in finance. As a husband and father, Jon spends much of his free time with his family. Jon also enjoys staying active, traveling, and investing time in his church and community. Contact: [email protected], 414-795-9122

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Retirement