The Milwealth Group, LLC

Matthew Miler is a CFP® and holds a Series 65 license, with 17 years of experience in the financial services industry. He is currently with The MilWealth Group, LLC, where he has been since 2021, including its prior iteration as McCarthy Grittinger Financial Group. Outside of his advisory role, he serves as a course instructor for the International Foundation of Employee Benefit Plans, teaching Investment Basics. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporate accounts. The firm uses a model-portfolio approach focused on asset allocation and offers additional services such as tax preparation and retirement plan advisory.

Alicia Nordwig is a CFP® and holds a Series 65 license with eight years of industry experience. She has been with The MilWealth Group, LLC since 2018, including the firm's prior iteration as McCarthy Grittinger Financial Group. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporations. The firm uses a model-portfolio approach focused on asset allocation and offers additional services such as tax preparation and retirement plan advisory.

Amy Finley is a CFP® with 24 years of industry experience, currently serving as an advisor at The MilWealth Group, LLC in Milwaukee, WI. She has been with the firm and its predecessor entity since 2014. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth individuals, and corporate clients. The firm uses a model-portfolio approach focused on asset allocation and offers additional services such as tax preparation for select clients and retirement plan advisory services.

Jacqueline Schneider is a CFP® and holds a Series 65 license, with 19 years of experience in the financial industry. She has been with The MilWealth Group, LLC since 2014, contributing to the firm’s advisory team in Milwaukee, WI. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporations. The firm employs a model-portfolio approach focused on asset allocation, primarily investing in mutual funds and ETFs, and offers additional services such as tax preparation and retirement plan advisory.

Jacob Hornak is a CFP® and holds a Series 65 license with seven years of industry experience. He has worked at The MilWealth Group, LLC and its predecessor firms since 2017, with prior roles including positions at Living As A Leader and the University of Wisconsin Milwaukee. The MilWealth Group provides discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, and corporations. The firm uses a model-portfolio approach focused on asset allocation, primarily investing in mutual funds and ETFs, and offers additional services such as tax preparation and retirement plan advisory.