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Discussion Groups
Discussion groups are open to all members and
participation is encouraged. To learn about meeting
times and places, please contact Jessica Murphy at
jessica@wipca.org.
Personal Financial Planning Discussion Group
Manufacturing Discussion Group
Personal Financial Planning Discussion Group
Member
Robert Fish
Robert D. Fish, CPA
W125 S8556 Country View
Muskego, WI 53150
Phone: 414-531-7669
Email: rfish@wi.rr.com
Member
Raymond Norland
Raymond G. Norland, CPA
311 E Wisconsin Street
PO Box 404
Portage, WI 53901-0404
Phone: 608-742-6177
Email: norland@palacenet.net
Member
Connie Roedel
American Capital LLC
233 S Wacker Drive #9700
Chicago, IL 60606
Email: mischkac@aol.com
Member
Larry Rose
Harbor Financial Group, LLC
117 E 5th Street
Shawano, WI 54166
Email: lrose@harbor-financial.com
Member
Howard Schnoll
RBC Dain Rauscher
1000 N Water Street, Suite 1500
Milwaukee, WI 53202
Email: howard.schnoll@rbcdain.com
Member
Everett Stone
Vrakas/Blum, S.C.
Deer Creek Corporate Office
445 S Moorland Road #400
Brookfield, WI 53005
Phone: 262-797-0400
Email: estone@v-b.com
Member
Larry Vangen
Hawkins, Ash, Baptie & Company, LLP
99 Milwaukee Street
PO Box 1508
La Crosse, WI 54602-1508
Phone: 608-784-7737
Email: lvangen@habco.com
Member
Barbara Yu
Barbara Yu, CPA
E9058 Kendall Lane
New London, WI 54961-8837
Phone: 920-982-2627
Email: carlos@athenet.net
Board Liaison
Steven Handrick
Hawkins, Ash, Baptie & Company, LLP
400 Reid Street #V
Green Bay, WI 54115-2164
Phone: 920-336-9850
Email: shandrick@habco.com
Staff Liaison
Jessica Murphy
Wisconsin Institute of
Certified Public Accountants, Inc.
235 N Executive Drive #200
Brookfield, WI 53005
Phone: 262-785-0445
Email: jessica@wicpa.org
Paul Akre
Wachovia Securities, LLC
2566 Sun Valley Drive #1
Delafield, WI 53018
Phone: 262-646-8657
Email: paul.akre@wachoviasec.com
Gregory Anderson
Ihlenfeld Skatrud & Anderson, Inc.
429 N 9th Street
Manitowoc, WI 54220
Phone: 920-682-6365
Email: isagreg@lakefield.net
F. Michael Arnow
Sattell, Johnson, Appel & Co.
800 Woodland Prime #100
Menomonee Falls, WI 53051
Phone: 414-390-1499
Email: mikearnow@sattell.com
Ralph Bultman
Bultman Financial Services, Inc.
13625 Bishops Drive #100
Brookfield, WI 53005-6607
Phone: 262-782-9949
Email: rbultman@bultmanfinancial.com
Michael Dow
Next Level Planning
& Wealth Management
9000 W Chester Street #100
Milwaukee, WI 53214
Phone: 414-615-4950
Email: mdow1@metlife.com
Georgette Frazer
Lifetime Financial Services, LLC
PO Box 490
Marshfield, WI 54449
Phone: 715-387-6933
Email: georgette.lifetime@charter.net
Henry Gefke
Henry J. Gefke-Attorney at Law
5521 N Lydell Avenue
Glendale, WI 53217-5042
Phone: 414-332-1200
Email: hjgjdcpa@aol.com
Bonita Graff
Provident Financial Consultants
2391 Enterprise Drive
PO Box 2308
Oshkosh, WI 54903-2308
Phone: 920-230-6898
Email: bonnie@providentfc.com
Rich Hoholik
Email: richoho@merr.com
Martin Jannsen
Jannsen & Co., S.C.
W229 N1433 Westwood Drive #104
Waukesha, WI 53186-1172
Phone: 262-513-9292
Email: mjannsen@jannsen.com
James Kieckhaefer
Wachovia Securities
Corporate Crossroads Center II
20800 Swenson Drive #200
Waukesha, WI 53186
Email: james.kieckhaefer@wachoviasec.com
Marc Mikkelson
Village Accounting, Inc.
N10254 Hwy 151
Malone, WI 53049
Phone: 920-795-4212
Email: villacctg@dotnet.com
Phuong Nguyen
U. S. Filter/Envirex Products
1901 S Prairie Avenue
PO Box 1604
Waukesha, WI 53187-1604
Phone: 262-547-0141
Email: nguyenbichphuong@yahoo.com
Julie Nichols
Email: jnichols@wipfli.com
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