Our Team

The professionals at WFA Asset Management Corporation (WFA) stand ready to help you take control of your finances. We put our expertise to work on your behalf and spare no effort as you undertake the journey towards greater financial independence.

MEET THE TEAM

Nicholas Enea, MA, CFP

Nicholas Enea, MA, CFP

President

Marilou Davido, CPA, CFP, CDFA

Marilou Davido, CPA, CFP, CDFA

Vice President & Chief Compliance Officer

Elisha Wright, CPA

Elisha Wright, CPA

Tax Advisor

Nhi Duong

Nhi Duong

Investment Adviser Representative & Tax Associate

Jake Janicek

Jake Janicek

Tax Associate

Julie Geszvain

Julie Geszvain

Senior Client Service Specialist

Wendy Rouse-Andrzejczak

Wendy Rouse-Andrzejczak

Receptionist & Customer Service Specialist

Sadie Bishop

Sadie Bishop

Adviser Associate

Your interests come first—always

WFA is a Registered Investment Adviser (RIA) with the U.S. Securities and Exchange Commission (SEC). As such, we have a fiduciary duty to our clients to act in their best interests and to provide unbiased and objective investment advice. We owe our clients a duty of undivided loyalty and utmost good faith.

WFA also applies the CFP Board’s Code of Ethics and Standards of Conduct; reflecting our commitment to act with honesty, integrity, competence, and diligence.

Providing Financial expertise to Southeastern Wisconsin and Beyond

Situated in Whitefish Bay, just north of downtown Milwaukee, we service clients throughout the country and locally in Southeastern Wisconsin.

 

 

Navigating the Financial World

Our team helps you navigate the complexities of the financial world so you can make decisions with confidence. Learn from our knowledge and expertise as you continue your journey towards financial independence.

 

Learn more by scheduling a free consultation.

Schedule Now