The RETIREMENT & INVESTMENT PLANNING GROUP of Wells Fargo Advisors is a team of dedicated financial professionals who specialize in comprehensive retirement and investment planning services for individuals and families.

Financial Advisors Bruce Ratay and Tom Nowalis will take the necessary time to learn about you and your family members including your interests, values and dreams.  Then, based on an understanding of your financial circumstances, investment goals, and tolerance for risk, they will make financial recommendations that encompass your objectives and lifestyle goals.

They are assisted by Michelle Anderson, Senior Registered Client Associate who is responsible for the administration of client accounts.  Michelle has received the Premier Client Associate distinction every year it was available from 2010 to 2022.  The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for the consistent display of professionalism, integrity, and core leadership values.

We are conveniently located between Brookfield and Waukesha off of I-94 and Barker Rd.