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Mike Arnow

CPA, CFP®, MBA
Financial Planner and Shareholder

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Mike's core practice is comprehensive “fee-only” personal financial planning, meaning there are no products sold, nor commissions earned.  He has an MBA in Finance from DePaul University and is a CPA and CFP® (CERTIFIED FINANCIAL PLANNERTM) licensee.  Mike has been a frequent guest on local public radio and TV, speaking on issues involving personal financial planning and taxes.  He is named one of Milwaukee’s top financial advisors in the Milwaukee Magazine, and is named by Medical Economics as one of "The Best Financial Advisers for Doctors."  Mike is a member of the Personal Financial Planning Section and the Tax Section of the American Institute of CPA's and is a member of the Financial Planning Association.

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Barry S. Sattell

CPA/PFS
Director of Wealth Management and Shareholder

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Barry is a CPA and PFS (Personal Financial Specialist).  The PFS credential is reserved for CPAs with current and lifelong learning and have depth and breadth of experience as well as technical expertise related to personal financial planning.  Barry is a partner with the CPA firm of Wipfli, LLC.  Barry graduated with high honors from the University of Wisconsin-Madison in 1974.  He earned the PFS designation from the American Institute of CPAs where he is a member of the Tax Section and the Personal Financial Planning Section.  Barry is also the chairman of the Professional Ethics Committee of the Wisconsin Institute of CPAs.

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Matt Goihl

CFP®, ADPASM, MBA
Financial Planner and Shareholder

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Matt is a CERTIFIED FINANCIAL PLANNERTM licensee.  He has a BA from the University of Wisconsin-Madison and an MBA from the University of Wisconsin-Whitewater.  Matt is also an ADPASM (Accredited Domestic Partnership Advisor).  Matt’s core practice is comprehensive “fee-only” personal financial planning, meaning there are no products sold, nor commissions earned.  He has been in the financial services industry since 1994, with experience in financial planning and various areas in banking. Matt is an active guest speaker for the Department of Family Medicine at the Medical College of Wisconsin.  Matt has participated in Collaborative Divorce cases as a Financial Neutral.  He was also named by Dental Products Reports as one of "The Best Financial Advisers for Dentists."

Joe Crop

Joe Dailey

CFP®
Chief Operating Office, Chief Compliance Officer and Shareholder

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Joe is a CERTIFIED FINANCIAL PLANNERTM licensee.  He began his career in the investment and financial planning industry in 1995.  Before coming to SJA, Joe was responsible for managing and servicing client assets at several large investment management companies.  He has also conducted over two hundred financial planning seminars and workshops for organizations ranging in size from small private practices to Fortune 500 companies.  Joe is a graduate of Fairfield University with a Bachelor of Science degree in Finance.

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Adam Dodge

CFP®
Financial Planner and Shareholder

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Adam's core practice is comprehensive “fee-only” personal financial planning, meaning there are no products sold, nor commissions earned.  He began his career in the financial services industry in 2005 working as a Financial Planning Consultant at Fidelity Investments in Brookfield, Wisconsin.  He is a member of the Wisconsin LGBT Chamber of Commerce’s Leadership Advisory Council and currently serves as co-chair of the Chamber’s Financial Services Industry Council.Adam is a graduate of St. Olaf College where he completed a Bachelor of Arts degree in Political Science and Multicultural Studies.

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Amanda Taylor

CFP®, CDFA®
Financial Planner and Shareholder

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Amanda's core practice is comprehensive "fee-only" personal financial planning, meaning unbiased advice because no products are sold, nor commissions earned.  Ms. Taylor began her career in the financial services and investment industry in 1999. She regularly conducts financial planning seminars and workshops at local employers.  Amanda is a member of the Waukesha Country Estate Planning Council.  She volunteers with Secure Futures, a financial literacy program for teens.  She is a graduate of UW-Milwaukee where she earned a BA in Economics.

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Tim Van Volkinburg

CFA®
Portfolio Manager

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Tim began his career at SJA Financial Advisory, LLC in August 2016.  He received a Bachelor of Arts degree in Marketing from Michigan State University in 1979 and a Masters of Business Administration degree from the University of Wisconsin-Madison in 1980.

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Dan Zawidowski

Operations Manager

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Dan is a graduate of DePaul University where he received a Bachelor of Science degree in Finance.  Dan has been working in the financial services industry since 2001 with a focus on client service and office operations for Registered Investment Advisors.

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Kim Miller

Operations Associate

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Kim has her Bachelor’s Degree in Business Management from Cardinal Stritch University where she graduated Magna Cum Laude.  Her past experience includes working for a captive automotive finance company in the capacity of customer service and dealer relations.  She most recently worked for a law office where she managed the billing and collection responsibilities for the firm.