Professional Financial Management, Inc.

Mark Vanderlinden is a CFP® with 16 years of experience at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is involved in a family-owned beef farm. Professional Financial Management, Inc. serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and wealth advisory services. The firm employs a multi-strategy investment approach combining fundamental and cyclical analysis and provides comprehensive planning deliverables alongside ongoing account monitoring.

Donald Swain is a CFA® charterholder with 16 years of industry experience, currently serving as an advisor at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. Outside of his advisory role, he is a one-third member of Algo Properties LLC, a real estate limited liability company. Professional Financial Management, Inc. provides portfolio management, financial planning, and wealth advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-strategy investment approach that includes fundamental and cyclical analysis, offering clients discretionary trading for managed accounts and comprehensive planning deliverables.

Kirt Rezek is a CFP® professional with 18 years of industry experience, currently serving at Professional Financial Management, Inc. in Appleton, WI, where he has worked since 2010. He holds a Series 63 license and is a 33.3% member of Algo Properties, an LLC involved in real estate ownership. Professional Financial Management, Inc. provides portfolio management, financial planning, and wealth advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a multi-strategy investment approach that includes discretionary and non-discretionary account management, combining fundamental and cyclical analysis with various named strategies implemented through mutual funds, ETFs, and separately managed accounts.