Dave Czarnecki
Financial Advisor|CFP®, CLU®, ChFC®, RICP®, WMCP®
Get a financial plan that prioritizes your priorities.
I’ll take the time to listen to what’s important to you and understand your needs. Then drawing upon a broader perspective and financial expertise, I’ll tailor your financial plan to fit your priorities and goals. From planning to implementation, my recommendations always follow a fiduciary standard, so I’ll act in your best interests, not mine. I’ll be transparent about what my planning services will, and will not include, so you’ll know exactly what you’re getting upfront. And when it comes to the cost of our services, I’ll let you know upfront about that, too.
Here's how I’ll build your personalized plan:
Look at where you are today
Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.
Identify where you want to go
Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.
Put together range of options to get you there
Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. And as your priorities change throughout your life, I'll shift the financial strategies in your plan, too. So your plan always stays flexible, and you stay on track to consistently meet goal after goal.
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Dave Czarnecki
CFP®, CLU®, ChFC®, RICP®, WMCP®
Financial Advisor
A Milwaukee native, I've lived in the area my whole life. I'm married with three children. I specialize in helping families, physicians & entrepreneurs achieve financial security. I work with clients to create a long-term financial game plan to manage wealth, mitigate risk and utilize tax efficient strategies. My goal is to reduce financial stress so you can spend your life living.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Scott Mila
RICP®, WMCP®, CLTC®
Wealth Management Advisor
I've been with Northwestern Mutual for 16 years and love what I do. I get to make an impact on my clients financial life by developing holistic strategies that help them achieve their goals. I'm proud of my team, I have two passionate individuals who support and service our terrific clients. Helping our clients plan and having fun while doing it is what I'm passionate about
Christopher Fugman
CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor
I help successful people plan. I see a lot of people who are doing the "right things" but most have no idea how they are doing in relationship to their long term goals. By helping people develop a plan, our team can encourage families to enjoy life (without guilt) because they have taken the necessary steps to secure tomorrow.
Darrin Englebert
CFP®, RICP®
Wealth Management Advisor
Darrin Englebert has been named a 2022 Forbes Best in State Wealth Advisor, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Retirement Income Certified Professional (RICP), and member of Physicians Nationwide. He specializes in helping physicians, dentists, successful families, and those in or nearing retirement by transforming complex financial situations into a customized financial plan.
Alex M Marchan
CLTC®
Financial Advisor
As a Financial Advisor I strive to build Financial Security for everyone. Financial security is often a major objective in each of our lives. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.