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Melissa Kadrmas
Financial Associate

About Melissa Kadrmas

No matter what your financial goals, achieving them requires preparation. Whether you are just starting out in your career or are preparing for retirement, I’ll assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies, including insurance products and investments— to help you: • Protect your financial future … and your family’s. • Prepare for an unexpected illness or injury. • Plan for long-term care expenses. • Invest with purpose and manage your portfolio. • Develop tax-advantaged strategies. • Prepare for estate transfer. • Give charitably. • Make a difference, locally or globally. I have extensive experience as a manager, CEO, and business ownership. I am the Immediate Past Commander and a crew member and Staff Officer for my local US Coast Guard Auxiliary Flotilla. I was an appointee of Gov. Scott Walker to the Wisconsin Small Business Regulatory Review Board.