Our Team

Kevin M. Reardon,     

Owner & President of   Shakespeare Wealth Management, is dedicated to serving the financial needs of High Net-Worth Individuals. -- and advises on all aspects of wealth management, including: Investment Management, Financial Planning, Estate Planning, Tax Management, Insurance Planning & Review, Charitable Planning, and Succession Planning. A graduate of Marquette University College of Business, he has specialties in Finance & Economics. He established Shakespeare with the objective of providing unbiased advice to clients, without the conflicts of interest present with many financial providers. 

Mr. Reardon is a member of The National Association of Personal Financial Advisors (NAPFA), an organization of Fee-Only Financial Professionals.  He is also a board member of the Financial Planning Association (FPA), an active member of the Waukesha County Action Network (WCAN), and is active in his Church & Community. 

He is married and has three children.  In his free time he coaches athletics, enjoys skiing, basketball, and taking his two Labs on long hikes.  He is an avid sportsman, spending time fishing & hunting. 
 
 
A graduate of UW La Crosse, Mark Ziety joined Shakespeare Wealth Management, Inc. in November of 2009.  He started his career in 2005 running his own firm in the Madison area before joining a financial planning firm where he focused entirely on financial planning.  In 2008, he earned the CERTIFIED FINANCIAL PLANNER (TM) professional designation.  He brings a broad knowledge of financial planning to help manage the complex needs of Shakespeare's clients.
 
He and his wife Becca are currently in the process of moving to the Oconomowoc area to raise their daughter and to be closer to family.

Colleen Schoenike is our Client Services Specialist. She assists clients with establishing new accounts and transferring assets. Colleen also manages our Portfolio Center Program which reconciles all account activity on a daily basis and produces our Quarterly Performance Reports.  

Colleen is married and has four children.  When not at work, she enjoys chasing after her four kids and sitting through countless sporting events. 
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