Work with Our Team of Financial Advisors
We are financial advisors with decades of experience.
Since beginning as a firm of registered investment advisors in 2002, Professional Financial Management has accumulated decades of experience developing successful financial strategies and executing comprehensive wealth management for Wisconsin clients. As a firm, our focus is helping clients plan for the future and retirement with long-term strategy for financial security. If you prefer, give us a call at (920) 687-2600.
As Partner and President of Professional Financial Management, Mark is a financial and wealth advisor to the firm’s clients. A graduate of Lakeland College, Mark began working as a financial advisor in 2002 upon founding the firm. Growing up on a dairy farm provides Mark a unique understanding of multi-generational financial planning as well as the nuances of planning for your financial future when you’re self-employed. Mark still enjoys rural living and operates a small hobby farm, raising grass-fed beef in De Pere, Wisconsin. Mark, and his wife Sarah, maintain a busy schedule with their three active children.
Mark Vander Linden, CFP®
As Partner, Director of Financial Planning and Chief Compliance Officer, Kirt oversees the firm’s Financial Planning Committee, ensures compliance requirements are met, and acts as a liaison with legal and regulatory bodies. A graduate of University of Wisconsin-Oshkosh, Kirt has worked in financial planning all his professional career. Kirt lives in Sherwood, Wisconsin and enjoys spending time outside on the hiking/biking trails or working in the garden.
Kirt Rezek, CFP®
As Partner and Chief Investment Officer, Donald directs all investment programs and functions for the firm. Responsible for all trading and asset allocation strategy, Donald leads the firm’s Investment Committee, monitors markets, and aligns decision-making with financial goals. A graduate of University of Wisconsin-Oshkosh, Donald has dedicated his career to investment advisement. Donald lives in Appleton and enjoys Wisconsin’s beautiful summers outside golfing, tackling DIY home improvement projects and playing baseball with his kids. During the cold winters, he also likes to spend time indoors recording original music in his home recording studio.
Donald Swain, CFA®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) in the U.S., which is authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owner by CFA Institute.
Professional Financial Management’s financial advisors are here with you every step toward retirement.
PFM’s financial and investment advisors are dedicated to building our clients’ confidence in their financial strategies, goals for the future, and plans for retirement. We’re only ever a phone call away, ready to take your questions, offer peace of mind and a balanced approach to building your financial future.
