Experience

The Milwaukee Company

• United States
• Financial Services
• 1 - 100 Employee

• President and CEO

  • Jan 2010 - Present

  The Milwaukee Company’s Founder, President, Chief Executive Officer, and Chief Compliance Officer. Primary responsibilities include the management of client investments, compliance, and oversees the management of client accounts. The Milwaukee Company’s Founder, President, Chief Executive Officer, and Chief Compliance Officer. Primary responsibilities include the management of client investments, compliance, and oversees the management of client accounts.



The Market Commentators Podcast

• Co Host

  • Apr 2020 - Present

  The Market Commentators is an investment podcast that is aimed at investors of all experience levels. I am joined by my colleagues Mike Willms and Matt Salm for a weekly discussion about the markets, the economy, and all things investing. Subscribe on YouTube to watch the discussion, or stream anywhere you listen to podcasts. The Market Commentators is an investment podcast that is aimed at investors of all experience levels. I am joined by my colleagues Mike Willms and Matt Salm for a weekly discussion about the markets, the economy, and all things investing. Subscribe on YouTube to watch the discussion, or stream anywhere you listen to podcasts.



Willms-O'Leary, S.C.

• Thiensville, Wi

• Of Counsel

  • Jan 2019 - Present

  Transitioned into a new role, serving as counsel to the newly-established Willms-O'Leary S.C. law firm in order to assume more responsibility with The Milwaukee Company. Transitioned into a new role, serving as counsel to the newly-established Willms-O'Leary S.C. law firm in order to assume more responsibility with The Milwaukee Company.



Willms S.C.

• Thiensville, WI

• Attorney and Founder

  • Jan 1990 - Dec 2018

  Founder of firm focused on providing estate planning, charitable giving, corporate law, and taxation law services for over 30 years. Founder of firm focused on providing estate planning, charitable giving, corporate law, and taxation law services for over 30 years.