Certified Financial Planners
The world of financial planning is populated with a variety of professionals, from registered financial planners to investment advisors and more. To get you started, here is a list, courtesy of the national Financial Planning Association (fpa.org), of certified financial planners in the Madison area who belong to their organization.
Terry Balding, Wisconsin Wealth Advisors, 837-9099
Ed Drake, Wipfli Hewins Investment Advisors, 270-2917
Dan Gibson, SVA Wealth Management, 826-2322
Louise Googins, Googins & Anton, Inc., 836-3229
Thomas Haunty, North Star Resource Group, 271-9100
Steve Kelley, RSM McGladrey, Inc., 829-5446
Gerald Klump, Suby, Von Haden & Associates, 831-8181
Frank Liston, Horizon Financial Strategies, 828-4313
John Litscher, The Capital Group at Lincoln Financial Advisors, 268-5100
Carol McNeill-Skorupan, Ameriprise Financial, 829-8209
Erik Mikkelson, RMR Financial Advisors, 663-7676
Eric Raether, Northwestern Mutual Wealth Management Company, 662-9018
Jennifer Ridley-Hanson, M&I Wealth Management, 232-2009
Gary Sawyer, Growthplus, 271-3048
John Scherer, Trinity Financial Planning, 829-1010
Jeff Supple, SB Financial Services, 828-2288
Gerald Tyson, AXA Advisors, 246-3056
Shannon Wegner, Wegner Asset Management, 441-9711
— Mary Erpenbach

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