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Joseph J. Weirich, AWM, CPFA®, CRPC®

Vice President - Financial Advisor, Consulting Group

414-347-7115

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Connor Ginley

Wealth Planning Associate


Tom Evans

Sr. Associate Wealth Strategist


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