Richard J. Hageman, CFP®, CFA®
Senior Wealth Advisor
Richard works with attorneys and legal professionals, entrepreneurs and founders, and high-net-worth individuals.
He takes a comprehensive and relationship-driven approach to planning, tailored to support clients through complex financial situations and evolving needs.
Richard earned an M.B.A. in Finance from Washington University in St. Louis. His educational background supports a thoughtful and tax-aware approach to helping clients navigate important financial decisions.
Serving clients throughout the Green Bay area.