Poehling Capital Management, Inc.

Thomas Poehling is a financial advisor with Poehling Capital Management, Inc. in Madison, WI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Poehling Capital Management since 2004 and previously worked at Midwest Professional Planners, Ltd. from 2002 to 2004. He serves on the board of the Ryan Michael Poehling Foundation and owns Collectible Collection, LLC, a sports memorabilia e-commerce business. Poehling Capital Management is an independent investment adviser serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $591 million in discretionary assets using a value-oriented investment methodology, customized portfolios, and offers financial planning and estate-planning coordination through a multi-advisor team.

Evan Kurkowski is a financial advisor at Poehling Capital Management, Inc. in Madison, WI, holding a Series 65 designation with four years of industry experience. Prior to joining Poehling Capital Management in 2019, he worked at Northwestern Mutual and NYLIFE Securities. Outside of his advisory role, he is involved with Collectible Collection, LLC, an e-commerce business specializing in sports memorabilia. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools to manage approximately $489.3 million in discretionary assets.

Patrick Poehling is a Series 66-licensed financial advisor with 21 years of industry experience. He has been with Poehling Capital Management, Inc. since 2004. Outside of his advisory role, he manages the Ryan Michael Poehling Foundation, which provides scholarships to students at UW-La Crosse and the University of Florida. Poehling Capital Management serves individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations by offering financial planning, estate-planning coordination, and investment management. The firm employs a value-oriented investment approach using model portfolios and quantitative tools, focusing on large-cap equities and diversification to manage volatility.

Frederick Genz is a CFP® professional at Poehling Capital Management, Inc. in La Crosse, WI, with 10 years of industry experience. He has been with Poehling Capital Management since 2015. Outside of his advisory work, he is a partner in a local LLC that owns undeveloped property in La Crosse County. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools, managing approximately $489.3 million in discretionary assets.

Bryce Schuster is a financial advisor at Poehling Capital Management, Inc. with a Series 65 designation and two years of industry experience. His background includes roles in recreation and wellbeing at UW-Madison and work with the Madison School & Community Recreation. Poehling Capital Management provides financial planning, estate-planning coordination, and investment management services to individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a value-oriented investment approach using model portfolios and quantitative tools to manage approximately $489 million in discretionary assets.

Anne Laube is a CFP® with three years of industry experience, currently serving at Poehling Capital Management, Inc. She previously worked at Fidelity Brokerage Services LLC for four years and has experience in the financial services sector since 2020. Prior to her finance career, she was involved with Velvet Waxing Studio from 2018 to 2019. Poehling Capital Management is an independent investment adviser serving individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm employs a value-oriented investment approach using diversified strategies and offers financial planning, estate-planning coordination, and both discretionary and non-discretionary portfolio management.