Meet the Team
Tim Schwister
I was born and raised in Wisconsin and graduated from the University Of Wisconsin Milwaukee. Financial Planning and Advising have strengthened my belief in the power of lifelong learning. I help my friends and clients better understand finance and economics and how it affects them and the world we share. I strongly believe that a positive outlook on life and investing promotes a healthy and fulfilling mental and spiritual life – with an abundance of wealth and opportunity for all.
My core strengths include personal and business financial planning, portfolio design, education, government contracts, life insurance, employee benefits programs and executive bonus plans.
I enjoy macro-photography and investigating what others usually overlook.
I’m looking forward to working with you and helping you realize your goals and dreams. True wealth and legacy are within your reach, and your comfort and success are my top priorities. Let’s design, grow, and protect your economy, lifestyle, and legacy today. Together we can do remarkable things. Let’s talk.
Nick Abt
I grew up in Menomonee Falls, Wisconsin and currently reside in West Bend, where I have lived for the past 10 years with my wife Christy. We have a wonderful son, Noah, who is 5 years old. When we aren't trying to keep up with our kiddo we love to travel and see this great country and have traveled to over 17 different destinations over the years. I am a troubleshooter by nature. I love going on a scavenger hunt in order to identify that one piece that isn't quite right. As the son of a carpenter, I learned the importance of getting the job done right. From concept through creation, it's the details that matter.