Retirement Planning. Simplified.

Professionally led retirement income planning: Social Security, RMDs, Roth Conversions, 401(k) options

We build tax-aware withdrawal plans and coordinate Social Security, RMDs, and Investments – to help you retire with confidence.

Congratulations to Thomas A. Nowalis Jr. CFP®, CMFC® Senior Vice President – Investment Officer on being named one of 2024 Forbes Top Next-Gen Wealth Advisors Best -In-State.

Congratulations to Bruce J. Ratay CFP®, ChFC®, CRPC®, CRC® Managing Director – Investment Officer, Thomas A. Nowalis Jr. CFP®, CMFC® Senior Vice President and Michelle Anderson – Associate Vice President – Investment Officer on being named 2024, 2025, & 2026 Forbes - Best in State Wealth Management Teams.

Wells Fargo Advisors

20800 Swenson Dr. #200
Waukesha, WI 53186

Local Phone: (262) 798-3770

Michelle.Anderson@wellsfargoadvisors.com

90+ years combined experience | Professionally led planning | Serving South-Eastern Wisconsin and beyond

2024 Forbes TopNext-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.

2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.