Richard Wartman, CRPS®

As a First Vice President and Financial Advisor, Dick has nearly twenty years of experience in the financial services industry with a primary focus on corporate retirement plans. He holds a B.A. Degree from the University of Wisconsin Superior, a Chartered Retirement Plan Specialist (CRPS®) designation from the College for Financial Planning® in Denver. In 2010, Dick was appointed as a Corporate Retirement Director, less than 2% of our advisors hold the designation of Corporate Retirement Director as of December 2020. A native of Wisconsin, Dick and his wife Stephanie currently reside in Hartland, Wisconsin with their four children-Andrew, Kathleen, Emily Mary Grace and their Bernese Mountain dog named Otis. They are members at St. Charles Parish where Dick volunteers as a sixth grade religious education teacher.