Madison, WI Office

Dean Hessler is a CFP® professional with 17 years of industry experience, currently serving at Edelman Financial Engines in Madison, WI. He has been with the firm and its predecessor entities since 2016. Outside of his advisory role, Hessler serves as Treasurer for the FUS Foundation Board, overseeing the management and reporting of the Foundation’s financial activities. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice across diversified portfolios with a long-term focus.

Karen Epp is a Series 65-licensed financial advisor at Edelman Financial Engines in Madison, WI, with seven years of industry experience. She has worked at Edelman Financial Engines since 2019 and previously held roles at Tapps Island Association, The Clarius Group, and Worthy Hotels/Davenport Hotel Collection. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual and institutional clients, offering a range of workplace solutions, planner-led wealth management, and retirement income services. The firm uses a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified model portfolios, periodic rebalancing, and a long-term investment orientation.