Helping To Ensure Our Future And Yours

Combining estate, financial and tax planning goals with charitable giving intentions can be confusing. That's one reason why Children’s Wisconsin Foundation created the Planned Giving Council.

Comprised of financial and estate planning professionals, council members volunteer their time and expertise to provide donors, friends and other professional advisors with information about a wide range of gift planning options. Through seminars and other educational opportunities, members address ways to assure your financial needs while investing in Children’s Wisconsin programs that enhance the well-being of children.

We thank the following professionals who graciously volunteer their time and talent:

Barbara A. Bombaci
Northwestern Mutual

Nancy M. Bonniwell
von Briesen & roper, S.C.

Ralph D. Bultman
Bultman Financial Services, Inc.

Jeffrey C. Green
U.S. Bank Private Client Reserve

Scott M. Grenier
Robert W. Baird & Co. Incorporated 

Kristin D. Guadagno
Fidelity Investments Private Client Group

Philip Halley
Husch Blackwell LLP

Rebecca Hartzel
Deloitte Tax LLP

Kristine L. Havlik
Foley & Lardner LLP

John A. Herbers
Reinhart Boerner Van Deuren S.C.

Susan M. Hickey
Legacy Private Trust Company

Carl D. Holborn
O’Neil, Cannon, Hollman, DeJong & Laing, S.C.

Bradley J. Kalscheur
Michael Best & Friedrich LLP

Joan D. Klimpel
Godfrey & Kahn S.C.

Sarah L.N. Koenig
Optimize Advisory

Jill M. Martin
Annex Wealth Management

Robin M. Martin
CliftonLarsonAllen LLP

Michael L. Matrise
MPC Financial Services

Patrick B. Mehigan
Deloitte Tax LLP

Mark W. Miller
Sikich LLP

James L. Mohr
Mohr CPAs LLP

H. Carl Mueller
Mueller Communications, Inc.

David H. Patzer
Godfrey & Kahn S.C.

Lynn E. Paull
Wells Fargo Private Bank

Mark S. Poker
Michael Best & Friedrich LLP

Catherine M. Priebe
Certus Legal Group, Ltd.

Kevin M. Reardon
Shakespeare Wealth Management, Inc. ^®

Victor J. Schultz
Prairie Financial Group, Ltd.

Mark A. Shiller
Certus Legal Group, Ltd.

David R. Strelitz
Associated Private Client Services

Jane R. Stromwall
RBC Wealth Management-Stromwall Investment Group

Elizabeth B. Taylor
Walden & Schuster, S.C.