Who We Are


  • Nicholas Enea, MA, CFP®
    President

    Mr. Enea joined WFA in July of 1994 as an Investment Adviser.  Prior to joining WFA, Nicholas was a Small Business Lending Officer at a large Midwestern commercial bank for 5 years.  He earned a Bachelor’s Degree in Economics in 1988 and a Master’s Degree in Economics in 1994 from the University of Wisconsin-Milwaukee.

    Nicholas chairs our Investment Management Committee and is primarily responsible for the management of client portfolios and all client communication and correspondence regarding investment management.

    Nicholas is a CERTIFIED FINANCIAL PLANNER™ and an Investment Adviser Representative registered with the Financial Industry Regulatory Authority (FINRA).  In addition to holding his Series 63 and Series 65 securities licenses, Nicholas was conferred the designations of CERTIFIED DIVORCE FINANCIAL ANALYST™ (2002) and CERTIFIED DIVORCE SPECIALIST (2003).  He is currently a member of the Collaborative Family Law Council of Wisconsin, Inc.

     


    Mary Lou Mijokovic
    Receptionist | Customer Service Specialist

    MaryLou has been with WFA since February of 2000 as our Receptionist/Client Service Representative, and plays a major role in keeping all of us organized, and on time, every day. MaryLou provides daily support for the rest of us at WFA, while always going above and beyond to ensure that our clients’ needs and expectations are met.

  • You can email MaryLou at This email address is being protected from spambots. You need JavaScript enabled to view it.
     


    Marilou Davido, CPA, CFP®
    Vice President | Chief Compliance Officer

    Mrs. Davido joined WFA in February of 2015 as our Senior Tax Advisoer.  She is a Certified Public Accountant with more than 15 years of public accounting experience in both corporate and individual taxation and was granted the designation of CERTIFIED FINANCIAL PLANNER™ in 2019.

    Marilou oversees the tax department and general office operations.  She also prepares tax projections, withholding analyses, college savings analyses, and retirement observations to assist clients with their financial decisions and long-term plans.  In addition, Marilou serves as WFA’s Chief Compliance Officer, responsible for all compliance and regulatory subject matter regarding the firm’s Registered Investment Adviser status.

    Marilou holds her Series 65 securities license and is an Investment Adviser Representative registered with FINRA.

     


    Daniel Smith, CDFA®
    Investment Advisor Representative

    Mr. Smith joined WFA in June of 2017 as an Investment Adviser.  Prior to that, Dan was an Investment Adviser Representative with a mid-sized national investment advisory from for over 5 years.  He earned a Bachelor’s Degree in Business Administration from Cardinal Stritch University in 2010.

    As an Investment Adviser Representative registered with FINRA, Dan holds his Series 66 securities license, has passed the Series 7 (General Securities Representative) exam, and holds his Wisconsin Life and Health Insurance license. Dan is also a Certified Divorce Financial Analyst (CDFA®), the Treasurer of the Collaborative Family Law Council of Wisconsin, and a board member of the Collaborative Foundation of Wisconsin.

    Dan is responsible for managing portfolios, designing retirement and estate plans, and guiding clients through the limitless regulations and procedures relating to Social Security and Medicare, as well as the health insurance marketplace.

    You can email Dan at This email address is being protected from spambots. You need JavaScript enabled to view it.

     


    Elisha Wright, CPA
    Tax Advisor

    Mrs. Wright joined WFA in January of 2019 as a Tax Advisor.  She received a Bachelor of Business Administration in Accounting from the University of Wisconsin-Whitewater and is a Certified Public Account who began her career with a “Big 6” accounting firm.  She brings to WFA more than 20 years of experience in a wide range of accounting and tax matters.

    Elisha is responsible for preparing tax projections and researching tax issues to provide clients with effective tax planning strategies. She prepares individual and partnership tax returns, quarterly tax payments, and assists clients on financial and tax matters.

    You can email Elisha at This email address is being protected from spambots. You need JavaScript enabled to view it.

     


    Nhi Duong
    Investment Adviser Representative and Tax Associate

    Nhi joined WFA in July of 2015 as a Client Service Representative.  Nhi received dual Bachelor’s Degrees in Business Administration for Accounting and Finance from the University of Wisconsin-Milwaukee in 2015.  As an Investment Adviser Representative registered with FINRA, Nhi holds her Series 65 securities license and provides support to our Senior Advisers by preparing portfolio reports and financial data, tax returns and tax projections, and retirement observations.  She is also available to assist clients with account transactions (distributions, contributions, transfers, trades, etc.). 

    You can email Nhi at This email address is being protected from spambots. You need JavaScript enabled to view it.

     


    Jake R. Janicek
    Tax Associate and Portfolio Administrator

    Upon earning dual Bachelor’s Degrees in Business Administration for Accounting and Finance from the University of Wisconsin-Milwaukee in 2017, Jake began working full time at WFA in January of 2018 and continues to assist clients with all income tax matters.  He also supports the financial advisers by preparing retirement observations.

    You can email Jake at This email address is being protected from spambots. You need JavaScript enabled to view it.

     


    Julie A. Geszvain
    Senior Client Service Associate

    Julie re-joined WFA in November 2017 as a Senior Client Service Representative. Julie has over 20 years of experience with Investment Advisory firms, including 6 years with WFA in the late 1990’s. Julie is responsible for preparing portfolio reports and financial data for our financial advisors and assisting clients on all things customer service: account forms and transaction paperwork, beneficiary updates, rollovers, distribution, trades, etc.

  • You can email Julie at This email address is being protected from spambots. You need JavaScript enabled to view it.