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

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

PRIVATE CLIENT ADVISOR

Comprehensive financial planning for individuals and families navigating retirement, tax decisions, and long-term financial clarity.

astoeckler@highlandinvestmentadvisors.com

(262) 797-8188

PRIVATE CLIENT ADVISOR

Tax-focused financial planning for individuals and families seeking clarity, coordination, and long-term efficiency.

beverly@whitmanwealth.com

(904) 436-5223

PRIVATE CLIENT ADVISOR

Comprehensive financial planning for physicians, executives, and families navigating retirement and tax complexity.

rmoran@highlandinvestmentadvisors.com

(262) 276-3470

PRIVATE CLIENT ADVISOR

Collaborative financial planning for individuals and families seeking clarity, life balance, and coordinated long-term decisions.

bdignan@highlandinvestmentadvisors.com

(414) 867-3727

PRIVATE CLIENT ADVISOR

Tax-aware financial planning and retirement strategies for healthcare professionals and individuals seeking coordinated, long-term decisions.

skeipper@highlandinvestmentadvisors.com

(262) 420-4322

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

OFFICE MANAGER

Client service and operations support focused on creating a smooth, organized, and responsive client experience.

admin2@highlandinvestmentadvisors.com

(414) 755-2309 ext. 107

PORTFOLIO ANALYST

Portfolio analysis and trading support focused on tax-efficient investing and disciplined portfolio management.

admin@highlandinvestmentadvisors.com

(414) 755-2309 ext. 105

CLIENT EXPERIENCE ASSSOCIATE

Client experience and administrative support focused on organization, communication, and a smooth client journey.

akuna@highlandinvestmentadvisors.com

(262) 648-2775