As a Financial Advisor for over 20 years, I have helped my clients navigate through a multitude of financial - and sometimes very personal - situations. Always with their goals in mind, and their best interests at heart.
As a former engineer, process improvement has become a cornerstone of how we operate at CM&A. What this means for our clients is consistency of service, proactive communication, and using absolutely every tool at our disposal for the benefit of you and your family. I think you'll find that we are passionate about our work, passionate about our clients, and we're very good at what we do.
As our resident Certified Financial Planner (CFP), Jerry has been a trusted financial advisor in the Milwaukee area for over 40 years. Over that time, he has guided his clients through varying economic and market fluctuations, as well as their own personal life changes.
Jerry credits his business ethics to his father and grandfather, both small business owners who lived their lives by the following passage: “Praiseworthy are those whose way is wholehearted.” (Psalms 119:1)
Rick has been with CM&A for many years and brings nearly 30 years of experience in the financial industry. With a strong dedication to our clients' financial well-being, Rick works to put clients in the best position to generate and safeguard their wealth through investment planning.
Through his consistent commitment to staying on top of trends and understanding market forces, Rick thrives on helping clients navigate the dynamic nature of the financial world.
Specializing in Social Security and Income Planning, Andrew helps support our clients’ retirement planning process as a paraplanner, as well as a resource for service-related inquiries.
As a former insurance industry professional, Andrew developed a disciplined approach to help clients identify their goals and craft meaningful solutions to reach them. He is passionate about the CM&A client experience and brings a wealth of knowledge to our clients and our team.
With his many years of experience in the financial industry and his passion for delivering exceptional service, John plays a pivotal role in our clients' success.
His personal approach to client interactions, coupled with his deep understanding of financial intricacies, ensures that each client's unique needs are handled professionally and with care.
As an office manager for over 30 years, Margaret helps ensure our office runs smoothly. From coordinating meetings to optimizing office efficiency, Margaret's proactive approach is a cornerstone of our success.
Margaret is a firm believer in streamlining processes and is passionate about doing what is right for our clients.
There's someone in every organization that makes sure the back office work gets prioritized and completed up to standard. For us, that's Kim.
As CM&A's internal project manager, Kim does much of the work to help set up new systems, processes, and projects, so we can work better and more efficiently on behalf of our clients.
As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. While some financial institutions recommend investment products that are manufactured by the parent of subsidiary business entities, we have no such ties. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations. Our independence and objectivity allow us to provide our clients with the commitment that they deserve.
Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service. We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
At CM&A, we are dedicated to helping you reach your retirement goals and build a meaningful legacy for your family. With deep industry knowledge, an array of specialized services, and time-tested investment strategies, our process ensures that no stone goes un-turned in capturing the most amount of wealth for your unique situation.
We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.
The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.
The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.
We monitor our client’s accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.