Financial planning is what we do, but giving back to our community is why we do it. Through time, talent and treasure, we have had the opportunity to support the following local and national organizations.
Is your financial plan designed to leave a legacy?
The mission of Alex’s Lemonade Stand Foundation is to change the lives of children with cancer through funding impactful research, raising awareness, supporting families, and empowering everyone to help cure childhood cancer.
Dedicated solely to the health and well-being of children. The Children’s Hospital of Wisconsin is the region's only independent health care system dedicated solely to the health and well-being of children. In Milwaukee and throughout the state, they provide kids and their families a wide range of care and support - everything from routine care for ear aches or sore throats to life saving advances and treatment options. Their academic partner, The Medical College of Wisconsin, brings many of the nation's most well-respected doctors to the team. Together they work to ensure that every child and family they serve receives nothing but the best.
The Feeding America mission is to feed America’s hungry through a nationwide network of member food banks and engage our country in the fight to end hunger.
Our team had the opportunity to volunteer with Feeding America in November of 2021. It was an honor to serve the community during a time of increased need.
The mission of St. Monica’s is to love God and neighbor by prayerfully celebrating the Sacraments, generously serving others, and intentionally engaging in lifelong faith formation.
They are a stewardship parish who share our gifts of time, talent and treasure. They seek to develop our discipleship through prayer, attending Mass, formation, evangelizing, giving and service.
Girl Scouts are 2.6 million strong—1.8 million girls and 800,000 adults who believe in the power of every G.I.R.L. (Go-getter, Innovator, Risk-taker, Leader)™ to change the world.
Their extraordinary journey began over 105 years ago with the original G.I.R.L., Juliette Gordon “Daisy” Low. On March 12, 1912, in Savannah, Georgia, she organized the very first Girl Scout troop, and every year since, they've honored her vision and legacy, building girls of courage, confidence, and character who make the world a better place.
They are the preeminent leadership development organization for girls. And with programs from coast to coast and across the globe, Girl Scouts offers every girl a chance to practice a lifetime of leadership, adventure, and success.
St. Marcus School is driven by its mission to disciple children for Christ, now and for all eternity, and to train them in excellence for their roles in their family, church, community, workplace and country.
Their core values are Christ First, Biblical Discipleship, Sacrificial Love, and Radical Expectations.
St. Marcus School collaborates with the community to do whatever it takes to serve children and their families. St. Marcus operates two campuses for scholars in K3 - 8th grade. Currently, the organization is 920 scholars strong. Students graduate fully prepared for high school, positioned to excel in higher education, and equipped to be Christian leaders in the community. St. Marcus has received exemplary accreditation status by both Wisconsin Evangelical Lutheran Synod School Accreditation (WELSSA) and the National Council for Private School Accreditation (NCPSA). These national accreditations have been achieved by creating and sustaining an excellent learning environment, a challenging and always developing curriculum, and well-maintained and updated facilities.
Founded in 1879, the Wisconsin Humane Society has been saving the lives of animals in need for more than 140 years. Their mission is to make a difference for animals and the people who love them.
WHS serves 40,000 animals and their families annually and operates shelters across Wisconsin including Milwaukee, Ozaukee, Racine, Kenosha, Door, and Brown counties.