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

What do you enjoy most about wealth management?

I’m always learning something new about the industry—it’s never boring!

What’s the biggest challenge?

Helping clients to navigate uncertain times in the global financial markets.

What do you love most about being part of Next Generation Wealth Management?

Working for a local independent wealth management firm that always puts clients’ best interests first.  There aren’t any hidden agendas with our team.  I also appreciate how they have taken their years of Wall Street experience and tailored it to fit our Midwestern clientele who truly value the personalized service we offer, and trust-centered relationships we develop with them.

What qualities of yours makes you best suited to what you do?

In my current role, I pull from my background in both office and project management. Having been employed in the fields of Marketing, Insurance and Counseling, I understand the importance of developing trust-centered relationships with clients, and delivering high-quality, personalized service.

How should people think about their wealth?

Wealth left to its own devices is unpredictable with the passage of time, so the right steps must be taken to grow and protect it for the future. Managing wealth on one’s own can be a daunting task riddled with pitfalls, and so should be entrusted only to experienced advisors.

What would you be doing if you weren’t working for Next Generation Wealth Management?

I’d consider going back to school to study homeopathy or some other discipline within the field of alternative medicine. I always thought that would pair well with my counseling background.

What personal accomplishments are you most proud of?

I'm not sure if this counts as an accomplishment per se, but family is extremely important to me, and so I’d say marrying my college sweetheart, Kyle, was one of the best things I’ve ever done in my life—that and being blessed with our adorable baby girl, Annika, in 2015.

What do you love to do outside of work?

I’m a mom to a grade schooler now so spending time with family usually doing a kid-centered activity like going to the zoo, beach or park is how we spend most of our weekends. Whenever I can, I also like to get out on the golf course with my husband or target shoot at the range. Taking trips to explore Door County is also one of our favorite pastimes.

Career highlights:
  • Graduating with my master’s degree
  • Being promoted to Research Manager at a global marketing agency serving a roster of high-profile clients (i.e., Capital One, Visa, U.S. Bank, The Hartford, Hershey, Comcast, BP, etc.)
  • Joining the Next Generation Wealth Management team!
Education & Accreditations:
  • M.S. Counseling from UW-Whitewater
  • B.A. English (Writing Emphasis) from UW-Whitewater
  • Certificate in Market Research (MRCBOK) from University of Georgia
  • Insurance Designations: AIC, AIS from The Institutes

Next Generation Wealth Management | 10700 Research Drive #150, Milwaukee, WI 53226 | Tel: 414.257.4248
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