BKM Wealth Management

Jaclyn Pappalardo is a financial advisor at BKM Wealth Management with 26 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. Outside of her advisory role, she serves as a trustee for the Michael and Bonnie Schroeder Irrevocable Trust, managing its assets and financial matters. BKM Wealth Management is a team of six advisors managing approximately $651.8 million across 590 client relationships. The firm provides wealth management services supported by a formal financial planning process and employs risk-adjusted, tax-aware asset allocations using a combination of active and passive strategies.

Matthew Kons is a CFP® professional with 25 years of experience in the financial services industry. He is currently with BKM Wealth Management and has previously worked at Wells Fargo Advisors and Morgan Stanley. Matthew co-owns HIC SUNT DRACONES LLC, an investment-related business, with his spouse. BKM Wealth Management is a six-advisor team managing over $650 million across various client types, including individuals, high-net-worth clients, and businesses. The firm provides wealth management services centered on formal financial planning and employs a combination of active and passive investment strategies tailored to risk and tax considerations.

Steven Manders is a CFP® with 14 years of industry experience. He is currently with BKM Wealth Management, where he has worked since 2023. Prior to joining BKM, he was with Wells Fargo Advisors and Wells Fargo Clearing from 2016 to 2023. He holds an inactive Wisconsin law license and serves as co-trustee and trustee for several family trusts. BKM Wealth Management is a team of five advisors managing approximately $651.8 million across nearly 590 client relationships. The firm offers wealth management services focused on formal financial planning, employing a mix of active and passive investment strategies and collaborating with independent managers.

William Manders is a financial advisor at BKM Wealth Management with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo Advisors and Morgan Stanley. BKM Wealth Management is a team of six advisors managing approximately $651.8 million for individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm provides wealth management services centered on financial planning, utilizing a combination of active and passive investment strategies across multiple asset classes while incorporating independent manager selection and insurance consulting.

William Berrall is a financial advisor at BKM Wealth Management with 48 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. BKM Wealth Management is a team of five advisors managing over $650 million for a diverse client base that includes individuals, high-net-worth clients, retirement plans, and businesses. The firm offers wealth management services centered on formal financial planning, employing risk-adjusted, tax-aware asset allocations through a combination of active and passive strategies.

Casey Berrall is a financial advisor at BKM Wealth Management with 22 years of industry experience. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and Morgan Stanley & Co. LLC. BKM Wealth Management is a team of six advisors managing over $650 million for a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, estates, family entities, and businesses. The firm uses a formal financial planning process and employs a mix of active and passive investment strategies to construct risk-adjusted, tax-aware portfolios.