Kevin Reardon

CFP®

Shakespeare Wealth Management Inc.

Financial Advisor

Kevin Reardon

CFP®

Shakespeare Wealth Management Inc.

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kevin Reardon, CFP®

Fee-Only Financial Advisor Serving Milwaukee, WI and Lake Country Area

Kevin Reardon is a Pewaukee, WI fee-only financial planner. Shakespeare Wealth Management Inc. provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Reardon is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Kevin has been helping clients achieve their financial goals for over 25 years, and if there’s one thing he’s learned, it’s that the only way to provide the highest level of advice is to get to know his clients on a one-on-one basis. It’s his favorite part of the financial planning process. It’s also the driving force behind—and the reason he started—Shakespeare Wealth Management. To Kevin, placing an emphasis on developing close relationships is what allows him and his team to better help clients through key transition points in life, such as retirement, selling a business, or losing a loved one. Although he finds planning for—and successfully guiding—his clients through these moments rewarding, Kevin finds the most reward in ensuring their legacy continues to bear fruit long after they're gone.

Kevin graduated from Marquette University College of Business with specialties in Finance & Economics. He has always had a passion for people and helping them make the best life for themselves. Kevin uses his financial expertise to serve his community as a member on the board of the Children’s Hospital of Wisconsin Foundation Plan Giving Council. He is also an active member in his church, Jesuit Nation, and Life Connections, among other non-profits.

In order to provide the best recommendations, Kevin is committed to continuing education and understanding the technical aspects of financial planning, tax laws, estate laws, insurance products, college funding strategies, and others. Kevin stays on top of financial trends with his heavy involvement in FPA, NAPFA, and WICPA.

Finance Specialties

Tax Planning, Ongoing Investment Management, Retirement Planning & Distribution Rules, Fee-Only Financial Services, Planning Issues for Business Owners, Social Security Planning, Medicare and Health Insurance Planning, Inheritance and Sudden Wealth, Estate Planning, Required Minimum Distribution Planning, Comprehensive Financial Planning, Women’s Finances
 
Kevin's comments have been featured in many publications, including The Wall Street Journal, Money Magazine, US. News & World Report, and Kiplinger's Finance.  Kevin has been recognized as a Milwaukee Magazine 5-Star Wealth Manager from 2013-2015. He is the recipient of the 2017 Vistage Inspirational Leader of the Year Award.

Kevin Reardon is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

MEET THE TEAM:

Mark Ziety, CFP® joined Shakespeare in 2009 and brought with him a diverse background and unique expertise to advise on family finances. 

As an advisor who strives to uncover his clients’ true financial potential, Mark enjoys finding the right path (often a path they never would have taken on their own) and guiding them to success. One of his favorite parts of being a financial planner is helping his clients through important “life moments,” like buying a house or having a baby, and planning accordingly to ensure a comfortable standard of living. To Mark, financial planning is more than just deciding where to save and invest his clients’ money; it’s making a lasting difference in their—and their families’—lives.

Mark has gained valuable experience writing financial plans for high net-worth families over the years. This experience stemmed from work at prior firms as well as operating his own investment and insurance practice in Madison before moving back to Oconomowoc after his first child was born. Mark is active in the Financial Planners Association (FPA) and The National Association of Personal Financial Advisors (NAPFA). Mark has achieved the NAPFA requirement of over 30 hours of continuing education each year to stay current with the ever changing tax laws and financial markets. This allows Mark to stay up-to-date on current trends in the investment industry. His comments have been featured in The Wall Street Journal, Yahoo! News, U.S. News and World Report, and Research Magazine. In addition to FPA and NAPFA, Mark volunteers his financial expertise to military veterans who have returned from service.

Mark and his wife Becca live near Oconomowoc with their daughter Emma and son Carson.  During the winter, they downhill ski and skate on the neighborhood pond.  During the summer, they spend much of their free time on the local lakes water skiing and fishing.

Contact:  mark@shakespearewm.com

Andrea Bulen, CFP®  views herself and her colleagues at Shakespeare as more than just “financial planners;” they’re advisors tasked with guiding clients to security, fulfillment, and happiness. Because she understands the gravity of her role, Andrea prefers to get to know each client and their story before identifying and prioritizing their financial goals. This intimate process allows her to plan for her clients’ every life adventure, as well as for their future legacy. One of the most rewarding aspects of financial planning for Andrea (in addition to achieving financial success for her clients, naturally) is educating them so they completely understand the financial planning process. She lives for the “Aha!” moments.

After receiving her Master’s degree from the University of Minnesota, Andrea went on to become a project manager in a public policy research firm. The firm studied socio/economic trends in the metropolitan areas. This allowed Andrea to find an interest studying social and financial trends at the macro level. She then transitioned her career into financial planning. After several years of helping clients reach investment and financial goals, Andrea earned her CFP® designation in 2009.

Andrea grew up in Pewaukee not far from the Shakespeare office and currently lives in Merton with her husband and 3 children.  She spends most of her free time with her children, teaching Sunday school, running, biking and participating in triathlon events. Andrea also chairs the membership committee for the Financial Planning Association (FPA).

Contact:  andrea@shakespearewm.com

Colleen Schoenike serves as office manager, bookkeeper, and marketing administrator, helping maintain Shakespeare's website and social media content within the office.
 
Colleen graduated from UW-Madison with a degree in Exercise Physiology.  You can often find her at local community and sporting events around Pewaukee and generally chasing after her kids, dog and FOUR cats. 
 
Contact:  colleen@shakespearewm.com

Brittany Wiedmeyer serves as Shakespeare’s client liaison, working in unison with the financial advisors and the clients to coordinate the behind the scenes responsibilities necessary to ensure clients have a great experience. This includes coordinating with our custodian, handling paperwork, transferring assets and more. In addition, she helps organize and maintain client information in our CRM database, ensuring necessary tasks are scheduled and completed.

When she's not spending time at work or studying; she likes to fill her spare time researching new recipes, listening to audiobooks and playing with her coonhound pup. She's also an avid bowler, competing on two leagues and participating in state tournaments annually.

Contact:  brittany@shakespearewm.com

 

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning
  • Business Succession Planning

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Inheritance
  • Widows
  • Successful Individuals

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Kevin Reardon is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Kevin Reardon is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • Financial Planning Association
    Kevin Reardon is a member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

  • Independent Registered Investment Advisor (RIA)
    Shakespeare Wealth Management Inc. is an Independent Registered Investment Advisor (RIA)

    Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care – and are required to act in the best interests of their clients at all times. RIA is not a designation, credential, endorsement, membership organization, or award. A RIA is a professional advisory firm registered with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.

Contact Kevin Reardon

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Office Locations:

  • N22W27847 EDGEWATER DRIVE
    Ste 101
    PEWAUKEE, WI 53072
  • Brookfield, WI 53005
  • Oconomowoc, WI 53066
  • N22W27847 Edgewater Drive
    Delafield, WI 53018
  • Milwaukee, WI 53202

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