Mei-Lyn Nelson, CPA, CFP

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We are proud to announce that our firm is among a small select group of wealth managers in the Milwaukee area to be named a  FIVE STAR  Best in Client Satisfaction Wealth Manager published by Milwaukee Magazine for the past six years from 2009 - 2017*.


Named 2015 "Woman of Influence" as an Entrepreneur by the Milwaukee Business Journal - July 2015.



*The FIVE Star Award is not indicative of the wealth manager's future performance. The inclusion of a wealth manager on the Five Star Wealth List should not be construed as an endorsement of the wealth manager by Five Star Professional or any other entity.


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