Contact:
Kevin Reardon
Owner & President
Shakespeare Wealth Management, Inc.
262-814-1600
Kevin@shakespearewealthmanagement.com
Brookfield, WI – Shakespeare Wealth Management, Inc. is pleased and excited to announce the addition of Mark Ziety, CFP® to the company, effective November 2, 2009. A graduate of UW-La Crosse, Ziety joins the firm with the title of Financial Advisor. As a CERTIFIED FINANCIAL PLANNER™ professional, Mark will provide added depth and resources to the financial planning services that Shakespeare offers. His responsibilities will include preparing financial plans for clients, assisting with the preparation and follow-up for client meetings, and coordinating with the client’s other advisors to ensure optimal results. In addition, Shakespeare will leverage Mark’s technical skills, as he will be researching current tax laws and financial strategies that will benefit Shakespeare’s clients.
“We are very excited to add Mark Ziety to our team,’ said Kevin Reardon, CFP®, President of Shakespeare Wealth Management, Inc. “Mark will bring a tremendous amount of technical expertise, enhancing the level of service we can offer our clients. As one of the few Fee-Only financial advisors in Wisconsin, we have seen an increase in demand for our services. Adding Mark to our team will certainly help us as we grow.”
About Shakespeare Wealth Management
Shakespeare Wealth Management provides unbiased financial solutions to successful individuals, businesses and organizations. We are a Fee-Only™ Registered Investment Advisor committed to helping you and your family to achieve its goals. Shakespeare will assist you in managing all aspects of your Wealth, including: Investment Management, Financial Planning, Estate Planning, Tax Management, Insurance Planning & Review, Charitable Planning, and Succession Planning. For more information, please visit http://www.shakespearewealthmanagement.com.
(Note: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.)
