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Meet Our New Advisor

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

Jan 16, 2019 | Announcements

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:

Walkner Condon Financial Advisors is a registered investment advisor with the SEC and the opinions expressed by Walkner Condon Financial Advisors and its advisors in this piece are their own. Registration with the SEC does not imply a certain level of skill or training. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented in this piece is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information in this piece does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Readers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.