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Meet  the Team

Walkner Condon started small in 2012 with a suite in the Knickerbocker Place plaza on Monroe Street in Madison and three staff – founding partners Clint Walkner and Nate Condon and an administrative assistant. Now, Walkner Condon is a fee-only, fiduciary financial advisory firm a bit further down Monroe Street, boasting 11 staff members and two teams of advisors – one that works with clients in the Madison area and one that works with U.S. expats and Americans living abroad.

You can learn more about our team by tapping on their photos below. And if you’d like to meet with one of our advisors, you can schedule a meeting on this page or by clicking the button below.

Madison-Based Advisor Team

While our team of financial advisors based in Madison, WI, tends to work with clients locally, we can – and do – serve clients throughout the country. In fact, even clients who live in Dane County will often choose to meet with us virtually because of the convenience, and we’re fully equipped to help you wherever life takes you, whether you move away from Madison or you’ve only visited.

You can learn more about each advisor, or schedule an appointment with them, by clicking their photo. If you’re a prospective client, you can also schedule an introductory appointment through our booking page.  

Clint Walkner

Managing Partner, Financial Advisor

Nate Condon

Managing Partner, Financial Advisor

Jonathon Jordan

Financial Advisor, CFP®, CEPA

Mitch DeWitt

Financial Advisor, CFP®, MBA

Alicia Vande Ven, M.S.

Financial advisor, Candidate for CFP® Certification

Polly Price

Registered Client Service Specialist

Dan Corcoran

Senior Marketing Coordinator

Meet with an Advisor

U.S. Expat & International Advisory Team

Our team of U.S. Expat & International financial advisors specializes in working with Americans moving abroad, U.S. citizens retiring outside of the U.S., U.S. green card holders, and non-U.S. citizens looking to invest in the U.S. We understand the myriad complications moving and living abroad can pose to your financial situation, and we aim to simplify your investing and financial planning so you can enjoy your expat experience. 

To read more about our expat team, or to schedule a meeting with an advisor, click on their photos below, or visit our site dedicated to American expats

Stan Farmer

U.S. Expat Financial Advisor, CFP®, J.D.

Keith Poniewaz

U.S. Expat Financial Advisor, Ph.D.

Syl Michelin

U.S. Expat Financial Advisor, CFA

Meet with an Expat Advisor

MOST MICO

Client Service Specialist

Our team at Walkner Condon Financial Advisors is here to help guide our clients throughout their financial lives.