by rsullivan | Dec 9, 2020 | Team Member
Nick Enea, WFA’s President, says it was a leap of faith that brought him to the firm in 1994. He had worked for eight years as a Small Business Lending Officer at a large Midwestern commercial bank when a friend invited him to sign on as a partner at WFA. At the...
by rsullivan | Dec 7, 2020 | Team Member
Jake joined WFA in 2017 after graduating from the University of Wisconsin-Milwaukee with Bachelors in Business Administration for both Accounting and Finance. Jake’s area of focus is tax planning, and during his time at the firm his responsibilities have steadily...
by rsullivan | Dec 7, 2020 | Team Member
Julie has 29 years of experience in the financial service industry and has been with WFA for nine of those years. She began with the firm in 1996, left after six years to raise her children, and returned in 2017. Her knowledge of the industry makes her a valuable team...
by rsullivan | Dec 7, 2020 | Team Member
Wendy joined the WFA team in 2020 and is excited to work in financial services as the firm’s Receptionist and Customer Service Specialist. The supportive culture among colleagues at WFA is one of things that attracted Wendy to the firm. While the industry is new to...
by rsullivan | Dec 7, 2020 | Team Member
Marilou, a WFA shareholder and its Vice President and Chief Compliance Officer, joined the firm in 2015 as a Senior Tax Advisor, relying on her CPA credential and nearly 20 years of public accounting experience when preparing tax return and projections for WFA’s...
