Broker Check

Our Team

Michael F. Ajango, CFP® (Mike)

Personal Wealth Advisor, Founder and CEO

920-336-8560

mike@wealthplandepere.com

Mike founded WealthPlan in 1994 and provides our firm’s strategic vision, including creation of The FEARless Retirement FORMula. He has been a Certified Financial Planner™ professional since...

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Allen J. Mahnke (A.J.)

Personal Wealth Advisor, Lead Portfolio Manager and Account Transactions Specialist

920-336-8560

aj@wealthplandepere.com

A.J. has been a member of the WealthPlan team since 2013, providing deep expertise in portfolio management and handling movement within accounts. H In addition to his focus on investment research and methodology, A.J. has...

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Kim Kielpikowski

New Business Manager and Director of Client Services

920-336-8560

kim@wealthplandepere.com

Since 1999, Kim has played an essential role in providing exceptional service to WealthPlan clients. Her client-first advocacy ensures an elevated client experience. In addition to a myriad of client service responsibilities, she serves...

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Danielle Green

Client Communications Manager and Client Data Specialist

920-336-8560

danielle@wealthplandepere.com

Danielle has been integral to strengthening client relationships through personalized service and effective client communications for WealthPlan since 2008. She has a passion for details and continues to work on improving office...

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