Shannon V Wegner, CFP
As President of Wegner Asset Management, I have been a Certified Financial Planner (CFP) for over 25 years. I started in the financial industry over 30 years ago, having taught myself how to trade commodity futures and options while still in college. After receiving a double-major in both Economics and Communication Arts from the University of Wisconsin-Madison, I held positions at US Bank in Madison, Fidelity Investments, and Kaplan Financial Services, both in Boston.
Eventually I grew tired of seeing the financial industry take advantage of people, and investors making the same mistakes over and over again. I wanted a better way to help people with their money. So I established Wegner Asset Management in 1998, which has always been a truly independent, fee-only practice since day one. I limit the number of active clients I work with at any one time to around 50. That way I can continue to offer personalized service that cannot be found at large firms that have hundreds of clients and teams of assistants. I believe in providing a comfortable and casual environment where every client can feel at ease discussing the private details of their finances.
Staying active in the professional financial planning community is important to me. I am a member of the Financial Planning Association (FPA) and served on the board of the Southern Wisconsin chapter for 5 years. By also being a member of the National Association of Personal Financial Advisors (NAPFA), that ensures I not only have a fiduciary duty to my clients, but that I also take that duty very seriously. In addition to having been quoted in the national press, I have also been a recurring guest on Wisconsin Public Radio. On a side note, I continue to hold my RSPA (formerly USPTA) Certification as a Tennis Pro. Although in the past I taught both locally and at resorts in the Caribbean, I now focus my time on the court with my two sons. This includes serving as the Varsity Assistant Coach at Edgewood High School in Madison, where my oldest son is currently a student-athlete.
Eventually I grew tired of seeing the financial industry take advantage of people, and investors making the same mistakes over and over again. I wanted a better way to help people with their money. So I established Wegner Asset Management in 1998, which has always been a truly independent, fee-only practice since day one. I limit the number of active clients I work with at any one time to around 50. That way I can continue to offer personalized service that cannot be found at large firms that have hundreds of clients and teams of assistants. I believe in providing a comfortable and casual environment where every client can feel at ease discussing the private details of their finances.
Staying active in the professional financial planning community is important to me. I am a member of the Financial Planning Association (FPA) and served on the board of the Southern Wisconsin chapter for 5 years. By also being a member of the National Association of Personal Financial Advisors (NAPFA), that ensures I not only have a fiduciary duty to my clients, but that I also take that duty very seriously. In addition to having been quoted in the national press, I have also been a recurring guest on Wisconsin Public Radio. On a side note, I continue to hold my RSPA (formerly USPTA) Certification as a Tennis Pro. Although in the past I taught both locally and at resorts in the Caribbean, I now focus my time on the court with my two sons. This includes serving as the Varsity Assistant Coach at Edgewood High School in Madison, where my oldest son is currently a student-athlete.
