Nicholas Enea, MA, CFP®
Mr. Enea joined WFA in July of 1994 as an Investment Advisor. Prior to joining WFA, Nicholas was a Small Business Lending Officer at a large Midwestern commercial bank for 5 years. He earned a Bachelor of Arts Degree in Economics in 1988 and a Masters 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 holds his Series 65 securities license. He is a member of the International Board of Standards and Practices for Certified Financial Planners, Inc., the Institute for Certified Divorce Financial Analysts, Inc., the International Association of Financial Planners and 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
Mrs. Davido joined WFA in February of 2015 as our Senior Tax Advisor. She is a Certified Public Accountant with more than 10 years of public accounting experience in both corporate and individual taxation.
Marilou is responsible for preparing annual tax returns, conducting tax research, and drafting retirement observations. In addition, she prepares tax projections and calculations to assist clients with their financial decisions and to determine necessary estimated payments to the federal and state taxing authorities. In addition, Marilou serves as WFA’s Chief Compliance Officer, responsible for all compliance and regulatory subject matter regarding the firm’s Registered Investment Advisor status.
Marilou holds a Series 65 license and is a registered Investment Advisor Representative.
Daniel Smith, CDFA®
Investment Advisor Representative
Mr. Smith joined WFA in June of 2017 as an Investment Advisor. Prior to that, Dan was an Investment Advisor Representative with a mid-sized national investment advisory firm for over 5 years. He earned a Bachelor’s Degree in Business Administration from Cardinal Stritch University in 2010.
As an Investment Advisor Representative, 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.
Client Service Associate
Nhi joined WFA in July of 2015 as a Client Service Representative. In 2015, she earned her Bachelor’s Degrees in Business Administration from the University of Wisconsin – Milwaukee, majoring in Accounting and Finance. Nhi is responsible for preparing portfolio reports and financial data for the financial advisors, assisting clients with account transactions (distributions, contributions, transfers, etc.), and preparing tax returns and tax projections for our Senior Tax Advisor.
Jake R. Janicek
Client Service Associate
Jake joined WFA in January 2017 as a Tax Intern, and shortly after was asked to stay on to assist with tax projections and account servicing. He earned his Bachelor’s Degrees in Business Administration from the University of Wisconsin – Milwaukee in December of 2017, majoring in Accounting and Finance. Jake has accepted a full-time position with WFA effective, January 2, 2018, as a Client Service and Tax Associate, and continues to assist with tax preparation and client meeting preparation.
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.
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