Joseph Czukas
President - Independent Financial Planner
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.
Jerry Wicentowski
Senior Wealth Advisor
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 Schnetzky
Senior Investment Analyst
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.
Andrew Salemme
Paraplanner
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.
John Czukas
Client Service Manager
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.
Margaret De Foe
Office Manager
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.
Kim Caulfield
Project Manager
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.
