Penny Kailing, AWM

Senior Vice President - Financial Advisor, Accredited Wealth Manager

414-347-7062

Wealth management professionals

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.

advisor

Wealth Strategist


advisor

Divisional Retirement Consultant


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Senior Vice President, Director of Portfolio Advisory Group


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Wealth Management Consultant