Kirk Hackbarth, CFP®, CPA/PFS, MS

Wealth Advisor

In his role as a Wealth Advisor, Kirk helps his clients achieve their most important financial goals through personalized financial planning and investment management. With over 25 years of industry experience, he prudently analyzes and designs customized strategies for each client.

Kirk understands that financial plans are not static. With a passion for investment research and portfolio management, he strives to ensure his clients’ plans are reflective of their current situation. He takes great pride in helping his clients navigate the often overwhelming world of personal finance.

Kirk is currently a member of the American Institute of CPAs, the Wisconsin Institute of Certified Public Accountants, and the Financial Planning Association. He has also contributed to articles for Fortune Magazine, Smart Money Magazine, and the Wisconsin Law Journal.

Kirk and his wife Sue have three children and reside in Burlington, Wisconsin. He stays active in his community by volunteering for Habitat for Humanity and coaching youth sports. In his spare time, he enjoys golf, traveling, exploring the outdoors, and spending time with his family.

Favorite Quote

“If you want happiness for an hour – take a nap. If you want happiness for a day – go fishing. If you want happiness for a year – inherit a fortune. If you want happiness for a lifetime – help someone else.” – Chinese Proverb


BBA in Finance, University of Wisconsin-Whitewater

MS in Accounting, University of Wisconsin-Whitewater

Professional Designations

CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant/Personal Financial Specialist

Mary Berman

Client Service Administrator

Whitney Beswick

Operations Associate

Moira Fahey-Ullrich

Principal & Chief Solutions Officer

John Mariscalco, CFA®

Associate Wealth Advisor

Dennis Barron

Marketing & Communications Coordinator

Gabrielle Wagor

Receptionist & Marketing/Events Associate

Mark Weil, CFP®

Wealth Advisor

Lauren Ross

Manager of Investment Operations

Brian Wendt

Co-Manager, Client Service

A.J. Price, CPA, CFP®

Associate Wealth Advisor

Adam Rudolph, CFP®

Associate Wealth Advisor

Joseph Thompson

Associate Wealth Advisor

Andrew Cohn, AIF®

Retirement Plan Advisor

Michele Turner

Client Service Administrator

Jaclyn Simon

Co-Manager, Client Service

Kathy Klein, CFP®

Wealth Advisor

Joanna Hurley

Receptionist & Administrative Assistant

Vishaal Tummala, CFP®

Wealth Associate

Marcie Nach, CFP®

Financial Planner

Lee Ford

Information Technology Manager

Jill Kaz, CFP®

Financial Planner

Betsy Wellington

Client Service Administrator

Lindsay Pflug

Manager of Training & Process Development

Cory Rappaport, CPA

Associate Wealth Advisor

Jenny Jesse

Client Service Administrator

William M. Perry, CFP®

Senior Wealth Advisor

Toni Bregenzer

Risk and Compliance Manager

Wendy Sabul-Mintzer

Operations Associate