Personal Finance Advisory Board

Members of the Personal Finance Advisory Board (PFAB) provide advice, counsel, and support to the UW-Madison School of Human Ecology Personal Finance degree program, its leadership, and its students. Representing the diversity in functional areas within the financial services industry, members are leaders in their field. They have been selected to serve because of their commitment to raising the bar for the industry, preparing the next generation of leaders, and raising the profile of the Personal Finance program.

The Personal Finance Advisory Board has both individual and corporate membership. The board convenes twice per year in Madison, and each member serves a two-year, renewable term. If you would like more information about the Personal Finance Advisory Board, we invite you to contact :

Linda Lepe, Director Consumer Finance and Financial Planning program
linda.lepe@wisc.edu

Claire Mezick, Director of Development
claire.mezick@supportuw.org

 

Personal Finance Advisory Board Members

 

Corporate Members

    Associated Bank

Represented by: Kate Wesolowski

clay  CliftonLarsonAllen Wealth Advisors, LLC
Represented by: Tony Hallada CEO, CliftonLarsonAllen Wealth Advisors

 

        CUNA Mutual GroupCUNAMutualGroup_Logo_VT_4C
Represented by: Dan Kaiser, JD, Senior Vice President, Product Executive                 

 

fisherFisher Investments 
Represented by: Tiffany Schroer, Recruiting Specialist

 

merrill

Merrill Lynch
Represented by: Chris Eaton, MLWM Market Executive Director

 

   Total Administrative Services Corporation (TASC)tasc
Represented by: Maureen Maddox, Service Model Manager

uwcu

 

    UW Credit Union
    Represented by: Jaimes Johnson, Director of Community & Campus Relations

 

Wipfli Hewins Investment AdvisorsWipfli Hewins Logo
Represented by: Brad Mueller, Principal and Regional Director

 

Individual Members

Nate Kublank CFP®, CPWA®, AEP®

Director – Investment Advisory, Aspiriant

Ric Mathias
Vice President, Retail Development, Summit Credit Union

Kevin Mohr, CFP®, CRPC
Financial Planner, Lincoln Financial Advisors – Custer Financial Services
CRN-1346170-110515

Joe Pitzl, CFP®
Managing Partner, Pitzl Financial

Timothy Sugar, JD
Neider & Boucher