Jeffrey Syslack, J.D.

Investment Advisor

Jeff has more than 30 years of experience in the trust and banking industry where he specialized in personal trust and corporate retirement plans. He has been actively involved in the sale and delivery of investment management, estate planning, and financial planning for high net-worth individuals and families. His experience includes managing trust offices and trust departments for Marine National Exchange Bank (now J.P. Morgan), Norwest (now Wells Fargo), and First Bank (now US Bank).

Jeff also worked with Strong Capital Management where he was a senior relationship manager and financial advisor with its Private Client Group, and with the Ellenbecker Investment Group.

Jeff earned his bachelor of business administration degree, with a major in accounting, from the University of Wisconsin-Madison and his juris doctor degree from Marquette University Law School.

Jeff has been a member of the Milwaukee Estate Planning Council, the Wisconsin Retirement Plan Professionals, Ltd., and the Wisconsin Bar Association, and has served on the boards of the American Heart Association, the Milwaukee Chamber Orchestra, and the Wisconsin Employee Benefit Association.