Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as Certified Financial Planner® professionals, we can help people better plan for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial goals.

At our firm, we have the client—and only the client—in mind.

Over the years, we found a team approach is an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover the power of our services. It has far-reaching benefits for our clients enabling them to get recommendations from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals, using the most efficient methods available.

Nicholas Ignatowski, CFP®

Certified Financial Planner™

(414) 282-4000 x495

(414) 282-7700

nick@plannersmail.com

Nick Ignatowski has been in the finance industry since 1993, and holds series 7, 24, 53, 63 and 65 registrations through LPL Financial. He is a CERTIFIED FINANCIAL PLANNER TM professional with Planners Financial Group, and insurance...

Read more

John Massie, CFP®

Wealth Advisor

(414) 282-4000 x486

(414) 282-7700

john@plannersmail.com

John is an experienced wealth advisor and CERTIFIED FINANCIAL PLANNERTM professional dedicated to helping clients pursue their life, financial, and legacy goals. He is passionate about considering a client’s full financial...
Read more

Mike Taylor

(414) 282-4000

(414) 282-7700

mike@plannersmail.com

Mike Taylor is now a retired CFP® equity partner of Planners Financial Group, LLC. He joined Nick Ignatowski in 2011 and helped build the business into what it is today. Prior to joining our team, Mike worked for a large, corporate...
Read more

Deanna Chiapete

Client Service Associate

(414) 282-4000 x473

(414) 282-7700

deanna@plannersmail.com

Deanna brings over 20 years of experience in the banking industry. She enjoys serving clients, being part of a team and finding ways to help the team work more efficiently. Deanna is working towards her FINRA Series 7 Registration...
Read more

Nicholas Miller

Client Service Associate

414-282-4000

nicholas.miller@pwaplan.com

Nicholas comes to PWA with over 6 years of experience in the financial services industry. Prior to joining PWA, Nicholas held positions as Associate Wealth Manager as well as Private Banking and Financial Consultant.Nicholas graduated...
Read more
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.