by Marilou Davido | Oct 12, 2023 | Announcements
Please join us in welcoming Mike Tyler to the WFA Asset Management team. Mike joined WFA in 2023 as a Wealth Adviser after graduating from the University of Wisconsin-Stevens Point in 2006 with a Bachelor of Arts in Social Sciences. To learn more about Mike, click...
by Marilou Davido | Sep 11, 2023 | Announcements
Please join us in welcoming Ryan Komas to the WFA Asset Management team. Ryan Joined WFA in 2023 after graduating from the University of Wisconsin-Madison with a degree in Personal Finance. To learn more about Ryan, click here.
by Marilou Davido | Sep 11, 2023 | Announcements
WFA Asset Management is excited and proud to announce Jake Janicek’s recent promotion to Senior Tax Adviser! As you know, Jake has been an integral member of WFA’s tax team since joining the firm in 2017. He continuously strives to provide the highest level of tax...
by Marilou Davido | Jan 1, 2023 | Announcements
As we approach the start of a new year, it’s customary to reflect on the past twelve months and give thanks for many things in our lives, and for all that we’ve achieved, both personally and professionally. Below are some of WFA’s highlights. In early January 2022, we...
by Marilou Davido | Apr 18, 2022 | Announcements
Please join us in congratulating WFA Asset Management Corporation is proud to announce that Tax Advisor Jake Janicek has received his Enrolled Agent (EA) designation from the IRS. This accomplishment expands Jake’s standing in the eyes of the IRS, allowing him to...
by Marilou Davido | Feb 17, 2022 | Announcements
We are incredibly excited to share that our WFA office renovation is complete! We’ve spent the last few weeks transforming the office at our Whitefish Bay location. Take a peak at the photos to see some of the before and after shots of our new and improved work...
