Next Generation Wealth Management Our Notable Recognitions
Next Generation Wealth Management Our Notable Recognitions
Leaf

“…we don’t represent any institution.
We represent our clients.”

-David Massart, President & Founding Partner

"...we don't represent any institution. We represent our clients."

Big Trees

100+ years combined experience:

14 years of Bear Markets
11 years of Recession

100+ years combined experience:

Big Trees - copy

Experienced where it COUNTS.

Experienced where it COUNTS.

Chemistry

“We are known for providing world-class advice on a first-name basis.”

-Mike Weil, CIMA, CFP®

-Mike Weil, CIMA, CFP®

“We are known for providing world-class advice on a first-name basis.”

Chemistry

“Our custom solutions differentiate us from other firms.”

-Jeff Kralovec, Senior Vice President

-Jeff Kralovec, Senior Vice President

“Our custom solutions differentiate us from other firms.”

Chemistry

“Clients appreciate the genuine level of care and attention to detail we show them.”

-Jeff Robbins, CFP®

-Jeff Robbins, CFP®

“Clients appreciate the genuine level of care and attention to detail we show them.”

Our Notable Recognitions

Notable Recognition:

Our Notable Recognitions:

Among the Top

Nationally recognized in FA Magazine’s Annual RIA Rankings

Listed among the Top Firms in Wisconsin by investor.com

Ranked among the Top 10 Financial Advisors in Milwaukee

Nationally recognized in FA Magazine’s Annual RIA Rankings

Listed among the Top Firms in Wisconsin by investor.com

Ranked among the Top 10 Financial Advisors in Milwaukee

Nationally recognized in FA
Magazine’s Annual RIA Rankings

Listed among the Top Firms
in Wisconsin by investor.com

Ranked among the Top 10
Financial Advisors
in Milwaukee

Eileen R. Karvala

EileenKarvala web 600x800 Vice President | Business Manager

Eileen R. Karvala manages client relations and business operations at Next Generation Wealth Management, and draws from more than fifteen years of experience working in the fields of Marketing, Insurance and Counseling where providing personalized service and developing trust-centered relationships with clients is paramount.

Just prior to joining Next Generation Wealth Management, Eileen spent a decade managing the research department at a major global marketing agency where she provided research services to a roster of high-profile clients including Capital One, Visa, U.S. Bank, The Hartford, Hershey, Comcast, and BP (among others). Earlier in her career, Eileen was employed as an insurance claims analyst, and also managed the claims clerical department and staff. Finally, Eileen has worked in the counseling field, both as a community crisis counselor, as well as a school guidance counselor.

Eileen has a B.A. in English and an M.S. in Counseling, both from the University of Wisconsin-Whitewater. She was a member of Chi Sigma Iota, and graduated Magna Cum Laude. Curious by nature, Eileen considers herself a life-long learner, and has collected several certifications and designations in various fields over the years including Marketing, Insurance, Counseling and Education.

Eileen resides with her husband and daughter in Oconomowoc, WI.

Next Generation Wealth Management | 10700 Research Drive #150, Milwaukee, WI 53226 | Tel: 414.257.4248
Copyright©2021 Next Generation Wealth Management | Disclaimer | Privacy Policy | Form ADV | Form CRSFAQ

social linkedin box blue 32 ria stands for you