Clint Wondra, CFP®, CPA/PFS

Partner and Private Wealth Manager

Clint is a Partner and Private Wealth Manager, working closely with his clients to understand their goals and values and to create and maintain customized financial plans. Clint provides comprehensive financial planning services including retirement planning, tax planning, risk management, employee benefits, education planning, estate planning, and investment management.

Clint has over 12 years of experience in the financial services industry serving in a variety of roles including Financial Advisor and Chief Operating Officer at a national boutique financial planning firm and Tax Manager at a Big 4 accounting firm. Clint’s background in serving high net worth individuals informs his understanding of his clients’ financial circumstances through a comprehensive and holistic approach to financial planning.

Clint earned his undergraduate (Accounting) and Master’s of Accountancy degrees from the University of Wisconsin-Madison. He is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards and he holds the Personal Financial Specialist (PFS) designation issued by the American Institute of Certified Public Accountants (AICPA). He is also a licensed CPA in Wisconsin.

Clint and his wife, Amanda, have two children – Harrison and Lucille. In his spare time, Clint enjoys spending time with family, playing competitive sports (particularly basketball and golf), and staying current on Wisconsin Badgers sports teams.

414-352-9154
[email protected]