David E. Muchow, Cfp®, Mba Email & Phone Number

Being a wealth management professional means embracing versatility. On any given day, I’m blending my personal and analytical skills to provide the solutions clients need to navigate their financial lives. I feel lucky that my job is centered around establishing deep, meaningful relationships with clients, particularly business owners, C-suite executives, retirees, women in transition, and young executives. Through the wealth planning process, we make connections that transcend the advisor-client relationship and enrich each other’s lives. That dynamic is extremely powerful. As a Director and Partner at Aspiriant, I guide clients through topics like business succession and income tax planning, as well as philanthropic legacy, family wealth and estate planning, which ultimately allows them to make a difference in the lives of others and in their communities. The culture at Aspiriant — and the people I get to work with every day— have a strong influence on my personal and professional growth. Working in such a fast-paced industry excites me, and I enjoy being involved in my local community of business professionals. I’m particularly proud to be a member of the Financial Planning Association (FPA) of Southeastern Wisconsin, the Greater Milwaukee Foundation’s Herbert J. Mueller Society, and the Marquette University Business Administration Alumni Association (MUBAAA).Important Disclosures: http://ow.ly/vBMiR

Listed skills include Comprehensive Wealth Management, Retirement Planning, Compensation And Benefits Programs, Investment Management, and 16 others.