
About Highland Investment Advisors
ADAM S. DRAKE, CFA
MANAGING DIRECTOR & OWNER
Investment strategy and portfolio management for individuals and families seeking disciplined, long-term wealth growth.
adrake@highlandinvestmentadvisors.com
(414) 755-2309 ext. 101
KENNETH E. KARR
FOUNDER & PRIVATE CLIENT ADVISOR
Disciplined investment management and portfolio oversight for individuals and families focused on preserving and growing wealth.
kkarr@highlandinvestmentadvisors.com
(414) 755-2309 ext. 100
BEVERLY WHITMAN CPA CFP®
PRIVATE CLIENT ADVISOR
Tax-focused financial planning for individuals and families seeking clarity, coordination, and long-term efficiency.
beverly@whitmanwealth.com
(904) 436-5223
WM. DAVID MORRISON
PRIVATE CLIENT ADVISOR
Investment and financial planning for high-net-worth individuals and business owners seeking coordinated, long-term strategies.
dmorrison@highlandinvestmentadvisors.com
(262) 607-3083

















