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Meet Our New Advisor – Keith Poniewaz: From Madison to the World

Meet Our New Advisor – Keith Poniewaz: From Madison to the World

From our team:

When you have the opportunity to add unique talent and diversity to your organization, you move quickly. Walkner Condon Financial Advisors is excited to announce the addition of Keith Poniewaz to our team as Financial Advisor | Director of International Advisory Services.

Keith is an experienced financial advisor with an extensive background working with ex-pats on the financial challenges they face with overseas living. In addition to his 5 years as an advisor, Keith holds a Ph.D. from The University of Pennsylvania and has spent time working overseas (Spain and France). In addition to his work with ex-pats, Keith also helps domestic clients work through complex financial situations. His background in academia also offers him a unique perspective and understanding of benefit packages and investing with clients working in higher education.

Our firm is committed to measured growth that adds value to our clients. Keith will help us improve our financial education through his excellent writing and research skills. We are excited to have Keith join our team as he fits the culture and character of our firm. Please join us in welcoming Keith to our team! -Clint, Nate, Jon, and Mitch

From Keith:

“I’m extremely excited to join Walkner Condon.  They are a firm that is committed to building maintaining and the highest level client experience for clients both in the United States and abroad. Walkner Condon’s flexibility means that we can design and build a financial planning and investment experience that best fits with the client’s life.  Moreover, the team’s expertise in technical and technological questions has been invaluable in this transition and I’m excited to show my clients what our combined expertise offers.”

***And by the way, Keith saw the pineapple graphic and immediately remarked about it being a symbol of hospitality in history. Always good to have well traveled people in the office! -Clint

Here is the podcast introducing Keith:
 

Congratulations Jonathon!

Congratulations Jonathon!

We are thrilled to announce that Jonathon Jordan has earned the title of Partner at Walkner Condon Financial Advisors! He validated his partnership requirements in September and is an invaluable part of our team. We are always focused on ways to improve the client experience at Walkner Condon and feel that the addition of Jon to our leadership team continues that ambition. Please help all of us at Walkner Condon in congratulating Jon on this tremendous accomplishment.  

We are also excited to announce that we are in the process of being an SEC Registered firm.  Financial planning firms are either regulated by state governments or the Securities and Exchange Commission (SEC). However, once a firm’s assets under management reach $110 million, they are required to register with the SEC and are no longer regulated by the state. This is a major milestone in the life of our firm and can’t say thank you enough to our clients. The confidence and support of our clients will never cease to amaze us!