We help our clients achieve their dreams for today, tomorrow, and well into the future. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future.
We are there not just for helping our clients manage their life’s successes, but also when life brings challenges, and the best laid-out financial plan needs revised. We help our clients make important financial decisions, providing guidance through life’s ups and downs to achieve financial independence.
We help you manage the value of your business interests as well as recommend strategies to help you realize your life goals.
We help to define and prioritize your financial and legacy goals to articulate your expectations.
We design risk management strategies to help you protect the people and things that matter to you.
We help organize your financial information which may help reduce uncertainty and stress.
We help identify ways to minimize taxes which may free up cash for spending investments.
We work with you and your advisory team to review your estate plan and recommend how you may want to direct the transfer of wealth on your terms.
Our team is made up of skilled and experienced professionals from a variety of financial disciplines working together to provide seamless, tax-efficient solutions for optimizing your business and personal financial affairs. We have team members onsite as well as an external support network of specialists in business, tax, financial and insurance planning.
Meeting with our team is an important first step in building a comprehensive plan to help you achieve your financial goals. It’s an opportunity to get to know us and share your dreams. Your initial meeting will be relaxed and informal and will include a review of your existing financial situation and potential opportunities, gaps or general strategies.
CHIEF EXECUTIVE OFFICER MOBILE: 920.420.2542
PRINCIPAL
MOBILE: 920.917.9615
PRINCIPAL
MOBILE: 920.410.1234
Private Wealth Advisers is a Member Firm of Valmark Financial Group, a 60-year-old, invitation-only group of independent wealth and insurance advisory firms. Through this relationship, we have exclusive access to an experienced support team of over 100 professionals with credentials spanning multiple financial disciplines—from legal, accounting, tax and financial advisory expertise to life insurance, investments, retirement planning, and estate planning.
This enables us to leverage the knowledge and experience of these professionals to help us deliver innovative thinking and recommendations when helping our clients strategically plan for their futures.
In addition to working closely with our clients’ attorneys, accountants, financial, fiduciary, and banking professionals, Private Wealth Advisers maintains independent relationships with some of the industry’s top echelon of global financial resources. By combining these resources with our high level of personal service and expertise, we offer the best of both worlds – institutional quality and selection with concierge-level service and advocacy.
Private Wealth Advisers is a Member Firm of Valmark Financial Group, a 60-year-old, invitation-only group of independent wealth and insurance advisory firms. As a collective group, Valmark Member Firms have over $60 billion of life insurance in force and an estimated $8 billion of assets under management, with an additional $25 billion of assets under management controlled through independent Investment Advisors associated with Valmark. This combined buying power gives us access to some of the nation’s top companies, products, and services, enabling us to advocate on behalf of our clients while maintaining independence.
Valmark Securities, Inc., our broker dealer, is a member of FINRA and SIPC, and is licensed in all 50 states for securities and insurance. The company has 100+ independently-owned Member Firms throughout the United States. Its affiliate, Valmark Advisers, Inc., is a Registered Investment Advisor with the SEC. WWW.VALMARKFG.COM
Private Wealth Advisers uses several of the industry’s most reputable custodians for administering your investment accounts. Their global resources and state of-the-art technology enable us to provide you with comprehensive tools and accurate, consolidated reporting of your assets and transactions with us.
INSURANCE COMPANY PARTNERS
Through our affiliation with Valmark Financial Group, we maintain strong relationships with many of the industry’s most highly rated life insurance companies. Many of these company relationships span decades which gives us leverage in negotiating favorable arrangements on behalf of our clients. Although we have access to dozens of high-quality insurers, our core group of insurance companies includes:
W137N6164 Weyer Farm Court
Menomonee Falls, WI 53051
E: Rosie.mathers@pwadvisers.com
E: Robert.mathers@pwadvisers.com
T: 920.420.2542
SECURITIES OFFERED THROUGH VALMARK SECURITIES, INC. MEMBER FINRA, SIPC. INVESTMENT ADVISORY SERVICES OFFERED THROUGH VALMARK ADVISERS, INC. A SEC REGISTERED INVESTMENT ADVISOR, 130 SPRINGSIDE DRIVE, AKRON, OHIO 44333. 1-800-765-5201. PRIVATE WEALTH ADVISERS, LLC IS A SEPARATE ENTITY FROM VALMARK SECURITIES, INC. AND VALMARK ADVISERS, INC. CUSTOMER RELATIONSHIP SUMMARY (CRS)
As Co-Founder and Chief Executive Officer at Private Wealth Advisers, Rosie Mathers assists clients in identifying, planning and implementing their life goals. With over 25 years of experience, she guides clients through saving for retirement and educational goals, as well as managing their money in the distribution phase after retirement. In the process, she provides clients with the tools they need to empower transformation in wealth accumulation and protection.
Rosie approaches client interactions with the heart of a teacher, having previously served on the faculty at the University of Wisconsin – Oshkosh campus. While teaching in the College of Business, Rosie developed and implemented the curriculum for their Personal Financial Planning program. She also was the Director of their Volunteer Income Tax Assistance (VITA) program. In addition to leading the Financial Planning program, Rosie taught classes in Accounting, Information Systems and Financial Management.
Her clients are her number one focus. She works with her clients to thoroughly understand their personal and financial goals while reviewing their financial situation to customize a plan that will attain the desired result. She identifies clients’ hopes and dreams for the future and explains how the financial plan serves as a tool to accomplish the client’s goals. She also realizes clients’ goals can change and meets with them periodically to review and update them.
Rosie also serves the community through her involvement in the Women’s’ College Endowment Program of Milwaukee, 100 Women Who Care – Metro Area, Brookfield Lutheran Church and the University of Wisconsin – Eau Claire Alumni Association.
Rosie received an MBA with a concentration in Finance from the University of Minnesota – Twin Cities’ Carlson School of Management, along with a BBA in Accounting and Finance from the University of Wisconsin – Eau Claire.
Bob Mathers is a Co-Founder and Principal at Private Wealth Advisers. He is also a tax attorney at the law firm of Quarles & Brady LLP. He provides legal and business advisory services to Midwest businesses and their owners with a focus on closely held businesses, estate planning and private wealth services.
Bob is a Certified Public Accountant and is AICPA Accredited in Business Valuation (ABV) and is an AICPA Personal Financial Specialist (PFS). He leverages his prior experience as one of the country’s largest CPA firm’s National Tax Director, and CEO of its Wealth Management subsidiary, to provide tax and transactional guidance to businesses and individual clients. He regularly provides guidance to CPA firms, financial services firms, and the accounting and investment advisory industries.
His professional memberships include American Institute of Certified Public Accountants, Wisconsin Institute of Certified Public Accountants, Vistage (formerly The Executive Committee, TEC), American Academy of Attorney-CPAs, Fox Valley Estate Planning Council, Winnebagoland Estate Planning Council, the State Bar of Wisconsin (Director, Tax Section) and the American Bar Association (Tax Section).
Bob received his J.D. from Mitchell Hamline School of Law and a B.B.A., cum laude, from the University of Wisconsin-Eau Claire. He is a member of the Wisconsin, Minnesota, and Arizona Bar Associations, the U.S. District Court – District of Minnesota, and the U.S. Tax Court.
David Mathers is a Co-Founder and Principal at Private Wealth Advisers. He is also a senior manager at Johnson Controls International PLC. He was previously a private equity associate at Periscope Equity LLC and an industrial investment banking analyst at Robert W. Baird & Co.
David received his BBA in Finance and Accounting from the University of Wisconsin-Madison. He likes to record and play the drums in his free time.
Michael McClary is the Chief Investment Officer of both Valmark Advisers, Inc. and Valmark Financial Group. His primary responsibility is coordinating all investment management solutions for Valmark Advisers, Valmark Wealth Solutions and Valmark Institutional, including TOPS®, TOPS® Strategic Allocation Portfolios, TOPS® Managed Risk ETF Portfolios, Valmark ACCESS™ and ACCESS™ Plus solutions. He is a nationally recognized expert in institutional portfolio management and RIA companies. He has more than 14 years of senior-level experience in financial management. Mr. McClary was named by EFTReport as one of “10 Rising Stars” in 2012 and one of “10 All Stars” in 2014. He is nationally recognized as one of the first three members of the IMN/Research Magazine “ETF Advisors Hall of Fame” in 2007 and is regularly published on ETF.com. In addition, he has collaborated with the Wall Street Journal, Kiplinger’s, Financial Advisor and Research Magazine on ETF-related topics and has been a featured speaker for organizations such as the S&P and the Financial Planning Association (FPA). Mr. McClary holds Series 7, 24 and 66 registrations, is a member of the Cleveland Society of Chartered Financial Analysts and is a Registered Investment Advisor. He earned an MBA in Financial Management and a Bachelor’s degree in Finance and Financial Services from The University of Akron, graduating Magna Cum Laude.
Tyler Denholm is the Vice President of Investment Management and Research for our partner, Valmark Financial Group. His primary responsibility includes overseeing the investment management process and conducting research for TOPS®, TOPS® Strategic Allocation Portfolios and TOPS® Variable Insurance Trust. Specifically, he is responsible for portfolio design and portfolio management. Mr. Denholm regularly analyzes the TOPS® Portfolios and is heavily involved in the day-to-day operations of portfolio management. He also helps analyze our prospective portfolios, and we work directly with Tyler to determine which of the various Wealth Solutions would be the best fit for our clients. He earned his BSBA in Finance and Real Estate from the University of Akron, graduating Summa Cum Laude. In addition to his Series 7 and 24 registrations, Mr. Denholm is a Chartered Financial Analyst (CFA®).
Chris Finefrock is the Senior Vice President of Financial Planning and Investments for our partner, Valmark Financial Group. In his role, he oversees and is a resource for the team responsible for all aspects of design and implementation of various brokerage, insurance and advisory solutions intended to assist investors with risk management and reaching their accumulation and/or distribution goals. He also oversees the practice management and financial technology area which assesses third‐party vendor technology and assists Member Firms in the selection and implementation of processes within their practice. Lastly, he oversees the investment operations division including data processing, books and records retention, principal review and custodial platform relationships. In addition to his Series 7, 24 and 66 registrations and his Ohio Life, Health and Variable licenses, Mr. Finefrock holds a BSBA in Financial Services and an MBA in Finance from the University of Akron. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Zach Hurst is a Director of Financial Planning for our partner, Valmark Financial Group. In his role, he is responsible for aspects of design, marketing and implementation of Valmark’s unique financial planning processes. He oversees a team that assists member offices with accumulation, income distribution, and legacy planning through various processes designed to best meet the unique needs of each of our clients. Mr. Hurst earned a BBA in Financial Services from the University of Akron, is a CERTIFIED FINANCIAL PLANNER™ professional, and holds FINRA Series 7, 24 and 66 securities registrations. In addition, he is licensed for Ohio Life, Health, Accident and Variable Life Insurance and is a Chartered Life Underwriter®. He has been recognized for Outstanding Work and Accomplishment in the Field of Financial Planning from the University of Akron’s Finance Advisory Board (2014) and has presented on financial planning topics at Valmark’s Member Summit (formerly School of Life) as well as at various College of Business courses and panels with the University of Akron. He has also been quoted in an InvestmentNews article titled, What Advisors Need To Know About Popular Long‐Term‐Care Products.
Chris Bottaro is the Senior Vice President of Insurance Services for our partner, Valmark Financial Group. He is responsible for the vision, strategy, and execution of life insurance marketing, underwriting, new business, and inforce insurance solutions initiatives. Formerly, Chris was an Underwriting Account Executive at Lincoln Financial Group where he led a team of 25 underwriters and new business associates through strategic initiatives aimed at making the life insurance process simpler and more efficient for advisors and their clients. He has an MBA from the Isenberg School of Management at the University of Massachusetts and holds FINRA Series 6 and 26 securities registrations.
As the Director of Underwriting for our partner, Valmark Financial Group, Lauren Ballantine is responsible for the technical assessment and negotiation of underwriting offers and serves as a contact for all new life business and underwriting. She is an advocate and escalation contact through every stage of the underwriting process, working to anticipate potential issues, identify the most appropriate carrier and negotiate the best possible underwriting outcome. She earned a BA in Biology and Art from the College of St. Benedict and St. John’s University, where she received the President’s Scholarship and made the Dean’s List. Mrs. Ballantine is a Fellow of the Academy of Life Underwriting (FALU), a board member of Twin Cities Association of Home Office Underwriters (TCAHOU), and holds Minnesota Life and Health Licenses.
Laura Johnson is a New Business Specialist for our partner, Valmark Financial Group, working within the new life insurance business department to coordinate the application process with our insurance carriers. Laura also acts as an advocate on behalf of our office to achieve timely processing of life insurance cases and favorable underwriting and new business outcomes. Mrs. Johnson brings more than 19 years of experience in the insurance industry. She earned her BBA from the University of Minnesota and holds a Minnesota Life Insurance Producer’s license, along with Series 6 and 26 registrations.
