Our Team

Helping clients reach financial security is our top priority. I know that I cannot do it alone. My team is an integral part of providing clients with excellent service and structured, systematic, and thorough review. Together, our team is committed to providing superior service and follow-up. If you have a question or need assistance, please contact our office.

Team photo

 
Melinda Wilke

Melinda Wilke, CFP®, WMCP®, RICP®, CLU®, ChFC®

Wealth Management Advisor
Office 414-856-3060
Fax 414-885-3503

Learn more about Melinda personally and professionally

 
Renee Preis

Renee Preis

Director of Operations
Office 414-856-3063

Renee joined the Wilke Wealth team in 2013 and holds a Bachelor's Degree in Communications with an emphasis in speech and a minor in Political Science. She has over 10 years of experience in the insurance industry.

In her daily work, Renee leads the overall agency support services for the team, and meets with clients to review insurance selections ensuring they align with their overall financial plan.

When she’s not busy chasing her husband and three kids around, two of which are twins, she enjoys reading, crafting, cooking, and spending weekends up north.

 
Beth C Schumacher

Beth C Schumacher, MBA, CFP®, APMA®

Portfolio Advisor
Office 414-856-3060

Beth has over 20+ years working with clients and investments. She holds an MBA with an emphasis in Investment Management, CFP® practitioner, and is a May 2021 Level II CFA Candidate,

In her daily work, Beth performs detailed analysis’ and meets with clients to extensively look at their investment holdings such as portfolio construction, risk analytics, asset location and overall asset allocation.

When she’s not at work, she loves to spend time with family and friends, travel, and go on long walks with her dog. 

 
Christine Michalski

Christine Michalski

Executive Assistant
Office 414-856-3060
 
Wilke Wealth & Investment Planning

Melinda Wilke, CFP®, WMCP®, RICP®, CLU®, ChFC®
Wealth Management Advisor


Wilke Wealth & Investment Planning

  • Office 414-856-3060
  • Fax 414-885-3503

 

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