Kevin founded Blackhawk Capital Partners in 1987. Throughout his career in the securities and financial service industry, he’s worked closely with successful individuals building wealth protection strategies that include asset management, financial, estate, and tax planning. He owned and operated the Wisconsin chapter of the CPALAW FORUM. And he collaborated on the publication of “Wealth Protection MD” and has written many articles relating to the risk management concerns of physicians and business owners. Kevin is a Registered Principal with United Planners.
His educational resume includes business studies at Northwestern Business College, the University of Wisconsin at Milwaukee, and Cardinal Stritch University.
Kevin splits time between the Scottsdale and Milwaukee offices. He and his wife enjoy golfing, surfing, and long walks with their pet grizzly bear.
Trace joined Blackhawk Capital Partners in 2010. His career focus has been on wealth protection with a particularly strong ability to develop and incorporate strategies designed to address asset management, financial, estate and tax planning. His needs-based process has proven to be a good fit for comprehensive wealth management.
Trace received his Masters of Business Administration (MBA) from Marquette University in 2001 and his undergraduate degree from the University of Minnesota. He’s a Registered Representative with United Planners Financial Services and a FINRA license holder. He and his wife, Katie, reside in Brookfield and have three daughters, Sophia, Emelia and Isabel.
Susie brings considerable experience and skill to Blackhawk Capital Partners. Prior to joining us, she was a Wealth Advisor for Beacon Pointe Wealth Advisors and Director of Wealth Management in Arizona for Enterprise Bank and Trust. She currently holds life, health and long term care insurance licenses with Blackhawk Capital Partners. Her specialty areas include consulting and assisting in the implementation of tax-favored legacy plans for affluent individuals, tailored investment management solutions and asset protection used in estate planning.
Susie began her education at the College of Charleston in Medical Technology. She completed her Chartered Life Underwriter(CLU) designation in 1984, Charter Financial Consultant (ChFC) designation in 1985 and became a CERTIFIED FINANCIAL PLANNER™ (CFP®) in 1990.
Susie lives in North Scottsdale with her husband, Ken, and their two rescue Senior Shelties, Bettis and Maggie. She enjoys singing in the church choir, hiking, golfing and Arizona sunsets.
Chris is our Portfolio Manager. He oversees the implementation, execution and ongoing support of our client portfolios. He’s instrumental in the development and maintenance of our investment policy and philosophy. And responsible for research of investment trends and opportunities, monitoring managed portfolios and updating the team on securities and managers.
Chris received bachelor's degrees, with high honors, in finance and accounting from Indiana Wesleyan University where he was selected as Outstanding Finance Major by the finance department faculty. He is also a Registered Representative of United Planners.
When he isn't working, Chris spends time with his wife, Tiffany, their children, Natalia and Jett, and three dogs. He enjoys an active lifestyle that includes hiking, biking, golfing and lifting weights.
A Blackhawk Capital Partners team member since 1999, Lynn has been in the financial field since 1993. She’s responsible for ensuring and improving our productivity and efficiency while focusing on retaining and strengthening client relationships. She also offers administrative support for company-sponsored 401(k), Defined Benefit and Qualified plans.
Lynn lives in Jackson, Wisconsin where she focuses the majority of her time on renovations to her real estate property, participating in community events, reading, traveling and enjoying her many nieces and nephews.
Tom is a registered representative with United Planners Financial Services and an Investment Advisor. Throughout his 30 plus years in the financial services industry, he’s learned to address client needs while adapting to changes in the market conditions as well as personal economies. He believes that success can be best measured from results and that the clients best interest always comes first.
Tom attended St. Norbert College in DePere, Wisconsin graduating with a bachelor's degree in economics. He has been recognized as a Five Star Wealth Manager in surveys conducted by Milwaukee Magazine and OnMilwaukee.com.
He and his spouse, Kathie, live in the historic Washington Highlands area of Wauwatosa, Wisconsin. They are proud parents of Tim Kueht and Kristin (Rob) Zeman and grandparents to four grandchildren.
Marissa is the Client Services Manager for Blackhawk Capital Partners. She’s responsible for portfolio management and trade support, life insurance illustration and application coordination, managing billing and reporting and marketing support. Her future career goals include completing her life and health insurance exam and earning her CFP® designation.
Marissa Wareing graduated from the University of Arizona’s Eller College of Management, earning a Bachelor of Science in Business Administration degree in Finance.
In her free time, Marissa enjoys riding horses, hiking and spending time with friends and family.