Trey Carpenter, AAMS®, Wealth Advisor
My wife Sarah and I got married in September, 2017 and our life has been one adventure after another. We love to travel and try to see as much of the world as we can. When not traveling we enjoy long walks with our three dogs, who keep us plenty entertained. Our next journey will be our most exciting yet, as we are expecting our first child in December!
Coming from a military family, I had the opportunity to live all over the country and even in Germany. Eventually life led me to Sioux Falls, SD, where I attended Augustana College (now University) and graduated in 2011. I moved to Madison and began my career in finance in 2012. I love being a part of my client’s lives as they work towards their goals, and over the past 8 plus years I have partnered with hundreds of individuals and families to help them achieve those goals.
Melissa Clark, Client Service Associate
Melissa has partnered with Shane and their clients since 2014. She and Matt have two children: Mia (born in 2009) and Maddox (born in 2015). Melissa is originally from St. Louis, but now lives in Mt Horeb. She brings her vast knowledge of the industry to Madison Partners along with her diligence and client-centric nature.
Shane Kieler, CFP®, Wealth Advisor
My wife, Shiro, and I have 2 children: Winston (born in 2017) and Zara (born in 2019). We live in Monona, WI, which is also where I grew up. Shiro is from Nairobi, Kenya, so naturally, one of our favorite things to do as a family is travel. Shiro is a radiologist at the UW Health University Hospital. We cherish each moment as we watch our family grow.
I spent 3 years at Augustana College in Sioux Falls, SD, and then spent my final year at UW-Platteville, where I graduated with my accounting degree. What I love the most about being a financial advisor is the people that I’ve had the chance to share experiences with over the years. A lot has changed for me since I first became an advisor in 2010, and many of our clients have seen me go from a college student, to a financial advisor and to a father. Likewise, I’ve had the chance to see so many of our clients retire and enjoy their hobbies, travel to places they never thought they’d be able to go to, and become parents and grandparents. Having the opportunity to celebrate and share these moments with them is what I enjoy most about my job.
Zach Kuehl, CFP®, Wealth Advisor
My wife, Brittany and I live in Sun Prairie with our two children: Corey (born in 2014) and Molly (born in 2016). Brittany is a Nurse Educator at UW-Health University Hospital. We are enjoying watching the kids grow and start to participate in different activities.
I grew up with both parents as teachers, and I like to think that helped prepare me in working with, and teaching clients. I graduated with a BBA and MBA in Finance from UW-Whitewater and started my career as a financial advisor in 2012. I have loved working with clients and their families to plan for and achieve each and every goal that is important to them.
Mark McFarland, CFP®, Wealth Advisor
Life is fun and crazy for my wife Regina and I thanks to our four energetic children: Jackson (6), Callan (4) Sophie (2) and baby Ella. Regina has a window covering business with her office in our Waunakee location. We enjoy travelling, boating, skiing, hiking and spending as much time outdoors as possible.
I grew up on a six generation dairy farm in Watertown, WI. Today my parents and sister run the farm. I graduated with a finance degree from UW-Madison and have been working as a financial advisor since 2010. Over the past decade, I have had the privilege to help over 125 individuals successfully transition into retirement. I love being a coach for my clients to help identify what’s most important to them and be a catalyst to make that a reality.
Shannon Reed, Client Service Associate
Shannon began her career in finance in 2006 in Colorado. She began working with Mark and their clients in 2012 when she moved back to Wisconsin to be closer to her family. Shannon now lives in Waunakee with her husband Nathan and two girls: Scarlett (7) and Vivian (6). Shannon enjoys camping with her family and adding to the good in the world each day.
Karen Wright, Client Service Associate
Karen is a long time resident of Brodhead and has been working with Trey and their clients locally since 2012. She and her husband, Marty, have been married for 35 years. They have a daughter, Payton, who recently graduated from UW-La Crosse and is now a certified CPA in Middleton. Karen takes pride in serving her clients and building strong personal relationships.
Jesica Zwettler, Client Service Associate
Jesica and her husband Scott have two children: Tenley (2) and Jackson (6 months). She was born and raised in Madison. She worked in healthcare for 15 years prior to diving into finance in 2016 with another financial services firm. We are excited to have her join our team!