About Us

For over 40 years, Bill has specialized in serving families for multiple generations to simplify their investment planning needs for years to come. Bill helps families implement comprehensive retirement, income, and estate planning strategies and deploys his expertise of bonds and equities in order to achieve their unique long-term financial goals.

In 1972, Bill graduated from the University of Wisconsin-Madison. Upon graduation, he began working in marketing and public relations until 1978 when he left that field to pursue a career in the financial services industry with Dean Witter. Bill had a successful transition into the world of finance and went on to manage several branch offices for Morgan Stanley; he even became a CERTIFIED FINANCIAL PLANNER™ professional in 1984.

When away from the office, Bill and his wife Jeannie stay busy keeping up with their large family. Together they have 4 adult children and 11 grandchildren. On a typical weekend, you can find the family spending time together outdoors camping, canoeing, and hiking. Some of Bill’s favorite hobbies include riding his motorcycle, reading, writing, and traveling with his wife.

Specializing in comprehensive investment planning, goal setting, retirement planning, and divorce guidance, Matthew has been helping clients realize their financial dreams and goals for over 18 years. Matthew prides himself on his ability to assist clients with optimal goal setting for their unique financial circumstances while implementing wealth management strategies to help turn those goals into a reality.

Matthew graduated from the University of Wisconsin-Whitewater with a degree in Business. Upon graduation, he began working for GE Healthcare in 1999. After a few years, he left GE Healthcare in 2001 to pursue a career in the financial services industry with Morgan Stanley and then Wells Fargo Advisors in 2009.

Outside the office, Matthew enjoys being active. He is routinely training for the Pewaukee Triathlon. Some of his favorite ways to stay active and train are cycling, working out, and hiking in Menomonee Park. Matthew also loves spending time with his wife and children. On weekends you can probably find him coaching his kids during their various sports and activities. Matthew is also a huge Green Bay Packers Fan.

For the past 35 years, William has focused on pursuing his passion for helping individuals, families, and business owners achieve their financial goals. To turn their dreams into a reality, William helps his clients by developing customized investment, financial, retirement, and estate planning strategies tailored to their unique financial circumstances.

William graduated from the University of Wisconsin-Eau Claire with a degree in business. After graduation, he began his career in the financial services industry, where he went on to work for Dean Witter, Morgan Stanley, and, most recently, Wells Fargo Advisors. During his time with Wells Fargo Advisors, William was routinely recognized as a Premier Advisor, a distinction for a small number of the company’s top advisors. 

William is an avid biker rider and sports enthusiast, both collegiate and professional. His favorite teams are the Green Bay Packers and the Wisconsin Badgers. He also enjoys hiking and spending time outdoors.

* The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

For over 15 years, Casey has enjoyed guiding his clients and their families towards achieving their long-term financial goals and helping them forming new ones as their goals become a reality. As a Financial Advisor, Casey specializes in helping his clients implement comprehensive strategies in the areas of retirement and income planning, portfolio construction, investment selection, wealth preservation, and corporate retirement plans to simplify their financial journey.

Casey is a graduate of the University of Minnesota with degrees in both Economics and Spanish. After graduation, he began working for TCF Bank as Manager of Consumer Lending. In 2003, Casey returned home to the Milwaukee area, where he joined the family business as a Financial Advisor.

Outside the office, you can usually find Casey with wife, at one of their three daughters’ sporting events or dance recitals. Casey enjoys sports and being outdoors, some of his favorite hobbies include golfing, soccer, softball, and trap shooting. He and his wife also love to travel and experience new and exciting places.

Since 2012, Steven has specialized in the research of market trends and analytical aspects of investment planning. Steven has earned a reputation for his innate ability to breakdown complex investment decisions into simplified and understandable components to help his clients effectively weigh all the variables and offer clear guidance and rationale for financial decisions.

Steven has a diverse educational background contributing to his breadth of knowledge. He attended the University of Wisconsin-Madison, where he studied English and Physics. After graduation, Steven went on to study law at Marquette Law School, where he received his Juris Doctor degree. He then began working at Hartman Law Office as an Associate Attorney until 2012 and joined Wells Fargo to pursue a career in the financial services industry.

Outside the office, you can find Steven anywhere from the hockey rink to hanging out with his dog. Some of his hobbies include playing guitar, reading, drawing, solving puzzles, learning new things, and trying new food.

In 1995, Jackie entered the financial services industry, working as an Intern for Bill Berrall. As the practice grew, she also began working with Bill Manders, and the three of them have been together for over 17 years. Today, Jackie serves as the Registered Practice Administrator for BKM Wealth Management. She specializes in account administration, providing operational support, and creating outstanding client service experiences for our clientele. Jackie currently holds Series 7 and Series 66 registrations. Outside the office, she enjoys spending time with her husband, Joe, and their two daughters, Gia and Lilly.