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We help our clients discover and achieve their wishes, hopes, and dreams.
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Articles by Joe
Activity
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Honestly, I’m just really proud of myself ❤️ #UWLaw #WisconsinLaw
Honestly, I’m just really proud of myself ❤️ #UWLaw #WisconsinLaw
Liked by Joe Maier, JD
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Congratulations to our founders Darrin Englebert, CFP®, RICP®nand Andrew Bird, CLU®, CFP®, RICP®, AEP® for being awarded Forbes Best-In-State Wealth…
Congratulations to our founders Darrin Englebert, CFP®, RICP®nand Andrew Bird, CLU®, CFP®, RICP®, AEP® for being awarded Forbes Best-In-State Wealth…
Liked by Joe Maier, JD
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As I reflect on the people that have sent me thoughts today about a work anniversary, I have to admit it is hard to believe I have been in this great…
As I reflect on the people that have sent me thoughts today about a work anniversary, I have to admit it is hard to believe I have been in this great…
Liked by Joe Maier, JD
Experience
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Education
Licenses & Certifications
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Accredited Estate Planner®
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Chartered Life Underwriter
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Distinguished as an Estate Planning Law Specialist
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JD
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Publications
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Speaker on Seven Deadly Sins of Succession Planning
National Board of Insurance Brokers Dallas TX
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Speaker, Planning for the Modern Family
Met Life Regional Meeting
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Speaker, "Helping Clients Sell a Small or Medium Sized Business"
National Business Institute
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Speaker, Succession Planning Focused Seminar
Wisconsin Underground Contractors Association
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Author, "The Irrevocable Trust"
Northwestern Mutual
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Building a Flexible Estate Plan
Journal of Society of Financial Services Professionals
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Speaker, "The New World Challenges of Using Family Limited Partnerships… And How to Overcome Them"
Northwestern Mutual Advanced Planning Seminar
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Spekaer, "The Myth of Crummey"
Multiple Regional Estate Planning Councils
Honors & Awards
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Five Star Wealth Manager in Estate Planning
Milwaukee Magazine
Organizations
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Society of Financial Services Professionals
Member
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UW Law Review
Editor
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Wisconsin Bar Association
Member
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More activity by Joe
I'm pleased to announce that I will be working with David Dauchy, CFA and Brad Mazola again as they join Johnson Financial Group!!
David will be…
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I'm pleased to announce that I will be working with David Dauchy, CFA and Brad Mazola again as they join Johnson Financial Group!! David will be…
Liked by Joe Maier, JD
I am thrilled to share that I have officially passed the Certified Financial Planner (CFPⓇ) exam! This achievement represents a significant milestone…
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I am thrilled to share that I have officially passed the Certified Financial Planner (CFPⓇ) exam! This achievement represents a significant milestone…
Liked by Joe Maier, JD
Almost 3 years ago, I walked in these doors and my life was changed forever.
Yesterday, was my first time walking in this building since I was…
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Almost 3 years ago, I walked in these doors and my life was changed forever. Yesterday, was my first time walking in this building since I was…
Liked by Joe Maier, JD
On Wednesday of last week, the auger that feeds the #gold shaker table required replacing. The team worked swiftly, and with the assistance of T & S…
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On Wednesday of last week, the auger that feeds the #gold shaker table required replacing. The team worked swiftly, and with the assistance of T & S…
Liked by Joe Maier, JD
March Market Update 📈
Merit Financial Advisors' Chief Investment Officer, Brian Andrew, CFA®, breaks down the latest trends shaping the financial…
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March Market Update 📈 Merit Financial Advisors' Chief Investment Officer, Brian Andrew, CFA®, breaks down the latest trends shaping the financial…
Liked by Joe Maier, JD
Congratulations to Judge Pedro Colón '94, who was named to Wisconsin Business Journal's 40 Under 40 Hall of Fame. Colón served on the Milwaukee…
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Congratulations to Judge Pedro Colón '94, who was named to Wisconsin Business Journal's 40 Under 40 Hall of Fame. Colón served on the Milwaukee…
Liked by Joe Maier, JD
My colleagues, @Brian Lucareli, director of Foley Private Client Services and co-chair of our Family Offices group, and @Ruben Diaz, managing partner…
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My colleagues, @Brian Lucareli, director of Foley Private Client Services and co-chair of our Family Offices group, and @Ruben Diaz, managing partner…
Liked by Joe Maier, JD
As part of Johnson Financial Group’s annual Mortgage Conference for our mortgage team, we proudly presented a $5,000 check to the Waukesha County…
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As part of Johnson Financial Group’s annual Mortgage Conference for our mortgage team, we proudly presented a $5,000 check to the Waukesha County…
Liked by Joe Maier, JD
Congratulations to Jason Kohout for being elected as a Fellow by The American College of Trust and Estate Counsel. #ACTEC #FamilyOffice
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Congratulations to Jason Kohout for being elected as a Fellow by The American College of Trust and Estate Counsel. #ACTEC #FamilyOffice
Liked by Joe Maier, JD
We’re excited to announce that Derek Tyus has been selected as our new Executive Vice President and Chief Financial Officer. Tyus will provide…
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We’re excited to announce that Derek Tyus has been selected as our new Executive Vice President and Chief Financial Officer. Tyus will provide…
Liked by Joe Maier, JD
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