Poehling Capital Management, Inc.

Thomas Poehling is a financial advisor at Poehling Capital Management, Inc. in Madison, WI, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with Poehling Capital Management since 2004. Outside of his advisory work, he serves as a board member of the Ryan Michael Poehling Foundation and owns Collectible Collection, LLC, an e-commerce business specializing in sports memorabilia. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools to manage approximately $489.3 million in discretionary assets.

Evan Kurkowski is a financial advisor at Poehling Capital Management, Inc. in Madison, WI, holding a Series 65 designation with four years of industry experience. Prior to joining Poehling Capital Management in 2019, he worked at Northwestern Mutual and NYLIFE Securities. Outside of his advisory role, he is involved with Collectible Collection, LLC, an e-commerce business specializing in sports memorabilia. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools to manage approximately $489.3 million in discretionary assets.

Patrick Poehling is a Series 66-licensed financial advisor with 21 years of industry experience. He has been with Poehling Capital Management, Inc. since 2004. Outside of his advisory role, he manages the Ryan Michael Poehling Foundation, which provides scholarships to students at UW-La Crosse and the University of Florida. Poehling Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations by offering financial planning, estate-planning coordination, and investment management. The firm employs a value-oriented investment approach using model portfolios and quantitative tools, focusing on large-cap equities and diversification to manage volatility.

Frederick Genz is a CFP® professional at Poehling Capital Management, Inc. in La Crosse, WI, with 10 years of industry experience. He has been with Poehling Capital Management since 2015. Outside of his advisory work, he is a partner in a local LLC that owns undeveloped property in La Crosse County. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools, managing approximately $489.3 million in discretionary assets.

Bryce Schuster is a financial advisor at Poehling Capital Management, Inc. with a Series 65 designation and two years of industry experience. His background includes roles in recreation and wellbeing at UW-Madison and work with the Madison School & Community Recreation. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools to manage approximately $489 million in discretionary assets.

Anne Laube is a CFP® professional with three years of industry experience, currently serving at Poehling Capital Management, Inc. in Madison, WI. Her prior experience includes roles at Fidelity Brokerage Services LLC and Turnkey Financial Management. Before entering the financial industry, she worked outside finance, including a position at Velvet Waxing Studio. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools to align client portfolios with their objectives.