Hi there! My passion and strengths lie in helping people achieve holistic financial well-being and live more meaningfully through personalized, expert financial planning and investment management. In addition to being a CFP® professional, I'm proud to have completed my Master of Science degree in Personal Financial Planning. I am also an Accredited Wealth Management Advisor™ professional, which is a specialized credential in the unique needs of high-net-worth clients, and hold my Accredited Behavioral Finance Professional™ certificate, which is a specialized credential in the the psychology of investor behaviors. Why did I open Lindenwood Financial? I observed a unique set of challenges in the financial services industry: overly complicated investment products, confusing financial terminology, outdated philosophies, and unclear fees. I saw how these obstacles can not only hinder people's financial progress, but cause stress and frustration. So, I envisioned offering a modern, transparent, and simplified but full-service experience to put people at ease and help them reach financial goals they didn't know were possible. Thus, Lindenwood Financial was born. Lindenwood Financial stands out as an independent, fee-only fiduciary financial services firm exclusively dedicated to serving your best interests. We have no affiliations or ties (translation: no loyalty and no bias) to any financial companies, products, or third parties. We also don’t receive sales commissions, ensuring there are no hidden incentives to influence our recommendations. We are not paid by anyone but our clients. Our custom-tailored financial guidance, strategies, and investment recommendations are based on merit and your best interests — period. Interested in learning more? I'd love to hear from you. We offer a complimentary consultation & process to answer all of your questions and show you what we do. With no cost or obligation, it's an easy way to educate yourself, evaluate us, and decide if you'd like to work with us.

Having spent the first decade of my career with a large wealth management firm in Seattle, I launched Kindness Financial Planning in 2021 to work with fewer clients and focus on widows, widowers, caregivers, and families affected by major health events. Their stories resonate with me because my dad was diagnosed with Stage IV Lung Cancer on July 18, 2016. He has had brain radiation, chemotherapy, and immunotherapy. We have navigated oncologists, surgeons, palliative care doctors, neurologists, endocrinologists, pain clinics, psychiatrists, social workers, pain clinics, nutritionists, and more. Since then, I’ve been drawn to people going through similar situations. I enjoy our conversations, hearing what is important, and helping them navigate the uncertainty life throws at them. Through these conversations, I have learned that when faced with loss and grief, brain fog usually takes over. What was once easy becomes challenging. Sometimes, only one person was involved in the financial decisions and the survivor needs another layer of support. I meet people where they are, listen, and organize what needs to be done to build financial security. I help people make sense of what is urgent and what can wait. Together, we’ll do tax planning, review estate plans, build customized investment portfolios to create the income they need, and more. Then, I am with them every step of the way. I graduated Summa Cum Laude from Seattle University. I hold the CERTIFIED FINANCIAL PLANNER™ designation, Chartered Life Underwriter® designation, and I am a Registered Life Planner®. Outside of work, you can find me playing tennis, running with my wife, biking, hiking, attempting to play the guitar, or cooking.

Eric Adler is a financial advisor at Adler Financial in Oregon, WI, with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services and Coordinated Capital Securities. Outside of his advisory role, Adler serves as Director of Finance for AFLatex Technologies, a company specializing in technology for processing natural rubber and latex. Adler Financial provides discretionary investment management and financial planning to individuals, governmental entities, pension and profit-sharing plans, charitable organizations, corporations, trusts, and estates. The firm uses both fundamental and quantitative analysis to build tailored portfolios and offers institutional-style services including pension consulting and tax preparation.

Mark Ziety is a CFP®-certified financial advisor with 18 years of industry experience. He is the sole advisor at WisMed Financial, Inc., where he has worked since 2020. Prior to that, he was with Ellenbecker Investment Group, Inc. and Shakespeare Wealth Management, Inc. from 2009 to 2020. WisMed Financial, Inc. is a fee-only registered investment adviser serving individuals, employer-sponsored retirement plans, and institutional clients. The firm combines tailored asset allocation with both passive and active strategies, integrating financial planning and portfolio management while accommodating socially conscious investing and client-specific restrictions.

Stephen Tone is the principal of Tone Financial Advisors, LLC in Stoughton, WI, with 19 years of industry experience. He holds a Series 65 designation and has operated Tone Financial Advisors since 2006. In addition to his advisory work, he develops software for managing poultry shows through Tone Software Solutions, LLC. Tone Financial Advisors provides portfolio management services to individuals, families, churches, and nonprofit institutions, offering biblically responsible, socially responsible, or values-neutral investment options. The firm emphasizes long-term asset allocation, broad diversification, and periodic rebalancing while applying a conservative Christian stewardship framework for values-based mandates.

Rex Jones is the sole advisor at Rex Leigh Jones, an independent investment advisory firm based in Madison, WI. He holds a Series 63 designation and has 30 years of experience operating his advisory firm, with a total of 4 years of industry experience under his current registration. Prior to founding his firm, he has been involved in investment activities since 1975. Rex Leigh Jones provides investment advisory services to individuals, trusts, charitable organizations, and small businesses, focusing on mutual funds, ETFs, individual stocks and bonds, municipal and U.S. government securities, and certificates of deposit. The firm manages client accounts on a non-discretionary basis, using primarily fundamental analysis and recommending long-term holding periods.

Stephen Lewis is a financial advisor with Future First Finance, LLC in Madison, WI. He holds the Series 65 designation and has experience working at several firms including Nordic Consulting, TekSystems, Tasman Global, and Epic System Corp. He has been with Future First Finance since 2025. Future First Finance, LLC provides discretionary and non-discretionary asset management and financial planning services to individual and high-net-worth clients. The firm’s investment approach incorporates fundamental analysis, tactical asset allocation, Modern Portfolio Theory, and a formal carbon assessment to address climate-related risks and opportunities.

As a Small Business Owner himself (and with his wife Allison being a nurse), Matt specializes in working with Small Business Owners, those in Healthcare, along with those who fall under the State of Wisconsin Retirement System (WRS) Benefit Plan. Matt's firm is fee-only, and has no investment minimum. He works virtually with clients all across the country for their financial planning needs. He holds a Bachelor's Degree in Personal Finance from the University of Wisconsin-Madison, and frequently appears at his Alma Mater as a guest lecturer in his spare time. Voted as one of Investopedia.com's Top 100 Most Influential Advisors in 2020, Matt has been quoted in serveral large publications such as The New York Times, The Wall Street Journal, Forbes, and CNBC. Matt prefers to work with fewer clients, and provide in-depth, comprehensive advice on Cash Flow Analysis, Business Planning, Investment Analysis and Management, Risk Management and Insurance, Tax Planning, and Estate Planning. He is a Certified Financial Planner (CFP®). In his spare time, he enjoys getting out on Lake Mendota and Monona, hiking the local State Parks, and enjoying a craft beer at one of Madison's many breweries. He is also a member at Door Creek Church near his home.

Andrew Voeltner is a CFP® and holds a Series 66 license, with 14 years of experience in the financial services industry. He is the sole advisor at Omni Financial LLC, where he has served since 2021, and has also been affiliated with LPL Financial since 2014. Outside of his advisory roles, Voeltner serves on the boards of the Wisconsin Builders' Association and Impact Christian Academy, where he is involved in managing investments and school governance. Omni Financial LLC provides investment advisory and financial planning services to individuals and high net worth clients through discretionary and non-discretionary managed accounts as well as standalone planning engagements. The firm’s investment approach is tailored to client time horizons, risk tolerance, and goals, incorporating various strategies including asset allocation and technical analysis, with accounts reviewed at least quarterly by Voeltner.

Corbin Mcguire is a financial advisor at Walleye Partners LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Artisan Partners Limited Partnership, Heartland Advisors, Inc., and ALPS Distributors, Inc. Outside of his advisory role, he serves as a head coach at University School of Milwaukee. Walleye Partners LLC provides investment advisory services primarily to individual and high-net-worth clients through discretionary managed accounts and oversight of third-party sub-advisors. The firm focuses on tailoring investment strategies to client objectives and risk tolerance, incorporating methods such as dollar-cost averaging and technical analysis.

Roy Neuenschwander is a Series 65-licensed advisor with 17 years of experience at Neuenschwander Asset Management, LLC, where he has worked since 2003. The firm serves individual clients, retirement plans, trusts, not-for-profits, and small businesses, providing discretionary investment management and financial planning services. Neuenschwander Asset Management emphasizes diversified, passively managed portfolios based on Modern Portfolio Theory, employing no-load index funds and ETFs with a buy-and-hold strategy. The firm utilizes institutional platforms, Dimensional Fund Advisors’ software, and maintains unique practices such as locking in advisory fee tiers and leaving proxy voting decisions to clients.

Tracey Anton is a CFP®-certified financial advisor with 31 years of industry experience. She has been with T. Anton Investment House, Inc. in Madison, WI since 2015. T. Anton Investment House is a small SEC-registered advisory firm managing approximately $332 million for individual, high-net-worth, and business clients. The firm offers comprehensive financial planning and discretionary portfolio management, using proprietary asset-allocation models focused on long-term holdings and fundamental, bottom-up analysis.

Matthew Goetzke is a CFA® charterholder with 25 years of industry experience. He is currently with Walleye Partners LLC, where he has worked since 2024, and previously spent 19 years at Mendota Financial Group, LLC. He serves as a board member of Madison Ice Inc., a nonprofit that owns and operates ice rinks in Madison, WI. Walleye Partners LLC provides investment advisory services to individual and high-net-worth clients, focusing on tailored investment recommendations and discretionary managed accounts. The firm emphasizes aligning asset allocation with client objectives and risk tolerance, supervises sub-advisors, and incorporates various investment approaches including dollar-cost averaging and technical analysis.

Piotr Wolynski is a CFP® professional at Calculated Wealth with six years of prior experience at BMO Wealth Management and Matter Family Office. He has been with Calculated Wealth since 2024 and has one year of industry experience. Calculated Wealth serves individual investors, high-net-worth clients, and small businesses by providing comprehensive financial planning and discretionary portfolio management. The firm combines passive, strategic asset allocation using index funds and ETFs with a tactical approach that employs third-party quantitative models and trend-following assessments.

Brian Donley is a financial advisor at Walleye Partners LLC in Madison, WI, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience, including 14 years at Mendota Financial Group, LLC. Donley is also a member of another advisory firm and part-owner of a venture capital vehicle that charges performance-based fees to accredited investors. Walleye Partners LLC provides investment advisory services to individual and high-net-worth clients, focusing on discretionary managed accounts and oversight of third-party sub-advisors. The firm’s investment process aligns asset allocation and strategies with clients’ objectives, time horizons, and risk tolerances, incorporating techniques like dollar-cost averaging and technical analysis.

Nicholas Toman is a CFP® professional with 15 years of industry experience, currently serving as an advisor at John F Suby Wealth Management LLC since 2025. His prior roles include positions at Trek Financial, Empowered Financial Investments, LLC, and US Bank. He is also a licensed insurance agent appointed with various insurance companies. John F Suby Wealth Management, LLC provides discretionary asset management, investment consulting, and retirement plan services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes matching diversified portfolios to client objectives and risk tolerance, often delegating portfolio implementation to sub-advisers and third-party managers.

Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions. I first met Oak Wealth Advisors founder, Mike Walther, when Mike guest lectured about special needs financial planning in one of my classes at the University of Wisconsin. In the decade that has followed, I have taught courses at the University of Wisconsin while deepening my knowledge and experience in financial planning and wealth management. I am a CFP® practitioner. I also obtained the Certified Private Wealth Advisor® designation issued by the Investments & Wealth Institute after completing the course work at the University of Chicago Booth School of Business. In addition to my personal experiences living with a sister with special needs, I have increased my technical knowledge of special needs financial planning. I earned the Chartered Special Needs Consultant®(ChSNC®) designation from the American College in 2018, and in 2020, was admitted as a member of the Academy of Special Needs Planners. I served on the Board of Directors of Wispact, Inc., an organization that manages pooled Special Needs Trusts for over 3,000 individuals in Wisconsin. At the appointment of Wisconsin Governor Tony Evers, I serve on the Wisconsin Board for Persons with Developmental Disabilities and the state College Savings Board. At Oak Wealth Advisors, in addition to advising clients, I lead the innovation efforts to ensure that new opportunities for client service are implemented seamlessly to support the delivery of the best possible client experience with the firm.

Lisa Andrews is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of industry experience. She has worked at Modern Financial Planning Dba Perk Planning since 2012. Perk Planning provides financial planning and investment consultation to individuals, high-net-worth individuals, and businesses. The firm follows a passive, long-term investment approach focused on strategic asset allocation and broad diversification, delivering non-discretionary, fee-only advice without managing client assets.

Nathan Byers is a financial advisor at Calculated Wealth with six years of industry experience and holds the PFS™ designation. His work history includes roles at Johnson Block and Company Inc., BMO Harris N.A., and JBC Wealth Advisors, LLC. Outside of his advisory work, he is involved in tax preparation and consultation through NKB LLC and serves as a tax supervisor at Johnson Block and Company Inc., as well as providing financial education via a dedicated website. Calculated Wealth serves individual investors, high-net-worth clients, and small businesses by offering comprehensive financial planning and discretionary portfolio management. The firm combines passive, strategic asset allocation with a systematic quantitative/tactical strategy, tailoring portfolios to client-specific investment policies and implementing decisions on a discretionary basis.

Joseph Hoffart is a financial advisor at Wealth Planning Advisors LLC in Stoughton, WI. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Wealth Planning Advisors, he worked at the University of Wisconsin - Eau Claire and in retail and education roles. Wealth Planning Advisors LLC is a small, fee-only advisory practice serving individual investors and employer plan sponsors. The firm offers investment management, financial planning, retirement-plan consulting, and educational seminars, with an affiliated accounting business providing tax, bookkeeping, and payroll services. Their investment approach emphasizes asset allocation and Modern Portfolio Theory, utilizing stocks, bonds, mutual funds, and ETFs, including passive and ESG strategies.