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Biographical Info

Education

Bachelor of Science in Accountancy from the University of Akron in 2003

Training

Received CPA license in 2008
Passed Series 65 exam in 2017
Received Certified Financial Planner designation in 2019

Profile

Marilou is a Certified Public Accountant and serves as WFA’s Vice President and Chief Compliance Officer. She joined the firm in 2015 as a Senior Tax Advisor, a role she continues to fill, drawing on her nearly 20 years of public accounting experience in both corporate and individual taxation. She also holds her Series 65 securities license and is registered with FINRA as an Investment Adviser Representative. More recently she earned the designation of Certified Financial Planner™.

Marilou is proud of WFA’s commitment to client service even as she continually strives to improve the experience. During her tenure she has led efforts to incorporate new technologies that offer more robust tools for clients to track and manage their finances. She’s also worked with clients to help them understand the advantages of taking a proactive approach to taxes by planning ahead.
At WFA, Marilou values the opportunity to help clients achieve their financial goals. A good day is when she finds a solution for a client they’re excited about and couldn’t have imagined was possible.

In her free time, Marilou’s children keep her busy, but she also likes to travel. Every year she and her husband make a point to go somewhere they’ve never been before.

Map

Connections Business Directory | Leaflet | © OpenStreetMap contributors

633 E. Henry Clay Milwaukee WI 53217

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