Our team of fee-based fiduciary advisors and family office staff is here to help empower you in taking control of your family wealth and financial future.

As stewards of your trust and family wealth, our team works together to provide you with unbiased investment advice when recommending globally diversified investments.

We remain focused on providing our clients with low cost and tax efficient investments that seek better long-term, risk-adjusted portfolio returns.

Wealth Management Team

Robert L. Riedl, CPA, CFP®, AWMA®

CEO, Director of Wealth Management

Rob directs the Family Wealth Management services of the Company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. Rob assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan.

Rob’s 30 years of professional experience is key when consulting with client families, businesses and institutions. He began his career at Arthur Andersen & Co., as a staff accountant, serving the needs of small business clients. He was the founder and President of Fox Valley Spring Company and President of Oak-Bay Corporation. Additionally, Rob held a consultant role providing strategic advice to entrepreneurs in areas such as corporate structure, customer base, product mix and systems. For the past ten (10) years, Rob was the Director of Wealth Management and a Member of the Investment Committee at Sumnicht & Associates, LLC. During Rob’s tenure with his prior employer, the entity won numerous accolades and rankings from Bloomberg and Worth magazines. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors.

Rob received his Bachelor’s Degree from Marquette University with a double major in Accounting and Finance. He received his CPA designation from the State of Wisconsin in 1983, became a Certified Financial Planner (CFP®) in 1984, and received his Accredited Wealth Management: Advisor (AWMA®) designation from the College for Financial Planning in November of 2005.

Robert L. Riedl, CPA, CFP®, AWMA®
CEO, Director of Wealth Management
Rob@EndowmentWM.com

John Weninger, CFP®

Wealth Advisor

John is a Wealth Advisor within the Family Wealth Management area of the Company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. John assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs.

John began his career at Merrill Lynch as an advisor assistant, serving the needs of families & small business owners. He was the founder of Vision Wealth Partners, a Wisconsin registered investment advisor and has been helping families and small-business owners with financial planning and investment management since 2011. His writing has been featured on CNBC, Yahoo! Finance, U.S. News and MyCompanyRetirementPlan.com.

John received his Bachelor’s Degree from St. Norbert College majoring in Finance. He earned his Certified Financial Planner (CFP®) in 2017.

John D. Weninger, CFP®
Wealth Advisor
John@EndowmentWM.com

Wendy Orth

Wealth Advisor

Wendy is an independent Wealth Advisor residing in Houston, TX. She introduces clients to our Firm and our Endowment Investment Philosophy™. Wendy specializes in working with women and young professionals and understands that each client’s financial needs are unique. Wendy strives to understand the client’s complete financial picture, which allows the Endowment Wealth Management™’s advisory team to design a custom tailored investment solution to meet each client’s specific needs. Coming from a scientific background, Wendy takes an analytical approach to assist clients with organizing their financial information and providing them with the tools to identify and reach their financial goals.

Wendy attended the Glascock School of Continuing Studies at Rice University where she studied Retirement and Estate Planning. She has completed the Series 65 Uniform Investment Adviser Law Examination. Wendy earned a Bachelor of Science degree in wildlife ecology from the University of Wisconsin-Madison and a Master of Science Degree in biology from the University of Houston. She is a Candidate for CFP®, passing her exam in November 2016.

Wendy Orth
Wealth Advisor
Wendy@EndowmentWM.com

Samuel Moore

Wealth Advisor

Sam is a Wealth Advisor within the Family Wealth Management area of the company. He is the first point of contact for our prospective clients, conducting introductory meetings with clients to discuss their family dynamic and wealth management needs. Sam assumes the role of the client family’s Chief Financial Officer and coordinates with the client’s current professionals (i.e. attorney, tax accountant, stockbroker, insurance agent) to provide an integrated wealth management plan and investment solution that is custom tailored to meet each client’s specific needs.

Sam received his Bachelor’s degree from the University of Wisconsin-Madison in Personal Finance. He is currently preparing to take the Certified Financial Planner (CFP®) Exam.

Samuel Moore
Wealth Advisor
Sam@EndowmentWM.com

Investment Management Team

Prateek Mehrotra, MBA, CFA, CAIA®

Chief Investment Officer

As Chief Investment Officer, Prateek is responsible for sourcing, analyzing, recommending, monitoring and reporting on both alternative and traditional investments. He manages relationships with high net worth clients, institutional investors, and traditional/alternative (hedge funds, private equity and real assets) money management firms.

Prior to joining the Company, Prateek worked at Sumnicht & Associates, LLC (and its affiliate iSectors, LLC) a SEC-registered investment advisory firm for over ten (10) years as Chief Investment Officer and as a Member of its Investment Committee. His prior employer won numerous accolades and rankings from Bloomberg and Worth magazines during his tenure there. He was involved in helping incubate and launch their ETF model management business in February of 2005 under the brand name iSectors. In 2018, Prateek was names as one of Investopedia’s Top 100 Advisors.

Prior to coming to Wisconsin, Prateek was a principal with GTG Ventures, Inc., in Palo Alto, California, where he was responsible for sourcing and analyzing investment opportunities across various technology sectors. He also worked overseas at a boutique investment company and was involved in co-managing a PIPE fund and a hedge fund-of-funds, among other alternative investing activities. He has over 20 years of experience in the financial services industry involved in areas as diverse as sell-side investment banking, leasing, portfolio management, and buy-side alternative assets investing. Prateek has lived and worked in India and the Middle East, and brings a wealth of global experience and perspective to the Company.

He earned his Bachelor’s Degree in Technology from the Indian Institute of Technology, Kanpur, India. Prateek earned his MBA from Lehigh University in Bethlehem, Pennsylvania and was a Rotary International Scholar while attending Lehigh. He is both a Chartered Financial Analyst (CFA®) Charter Holder and a Chartered Alternative Investment Analyst (CAIA®). The CAIA® program is the global mark of distinction for alternative investments, and Prateek has blazed the trail by being the first CAIA® Charter Holder in Wisconsin.

Award recognition does not qualify as an endorsement. Endowment Wealth Management, Inc. does not make any solicitation payments to award sponsors to be nominated or to qualify for nomination of an award. More information on Investopedia’s rankings methodology can be obtained at www.investopedia.com/top-100-financial-advisors-2018/.

Prateek Mehrotra, MBA, CFA, CAIA®
Chief Investment Officer
Prateek@EndowmentWM.com

Tim Landolt, MBA

Director of Institutional Services

As Director of Institutional Services, Tim Landolt is actively involved in the client portfolio research and review process for EWM. He also directs portfolio model changes with our asset management and custodial partners and is involved with the firm’s retirement plan development and servicing activities. Tim is also responsible for guiding many of the operating functions of the firm’s affilate, ETF Model Solutions™, including coordinating underlying ETF research activities, conducting model rebalancing and trading, marketing development, compliance, operations, and a resource contact for advisors and clients of the firm.

Tim brings an extensive background in the investment management and financial services industry to the Firm. Prior to joining the firm, Tim previously managed nearly all business functions for an SEC-registered ETF model management firm, including ongoing research and analysis of tactical asset allocation strategies, model trading, operations, compliance, performance reporting, and marketing collateral and web content development during his 6+ year tenure. Tim previously held roles as a portfolio manager and research analyst. Tim also worked at William O’Neil+Co., in Los Angeles, CA, where he served in various capacities, including fundamental research, institutional marketing, and National Sales Manager for the firm’s $300 million mutual fund. Tim has been quoted in national business publications and has appeared on CNBC.

Tim earned his Bachelor’s Degree in Business from the University of Wisconsin-Oshkosh. Tim earned his MBA from Loyola Marymount University in Los Angeles, CA, and is a member of Beta Gamma Sigma National Honor Society.

Tim Landolt, MBA
Director of Institutional Services
Tim@EndowmentWM.com

Jamie R. Brown, CFA, CPA

Senior Investment Officer

As Senior Investment Officer, Jamie is responsible for managing all EWM portfolios, researching new traditional & alternative investments, and assisting with management & reporting of all EWM’s special purpose vehicles for alternative investments.

Prior to joining the Company, Jamie worked at Thrivent Financial, a Fortune 500 company, for over nine years in multiple roles with the latest role working as a research analyst for Thrivent Asset Management. His prior employer won numerous accolades during his tenure there including multiple Thomsen Reuters Lipper Fund Awards. He was extensively involved in trading equities, analyzing portfolio risk, and managing equity index portfolios.

Prior to working in the financial services industry, Jamie worked as an accountant for several area firms, specializing in individual, partnership, and corporate tax.

Jamie received his Bachelor’s Degree from the University of Wisconsin-Oshkosh, with a double major in Accounting and Finance. He is both a Chartered Financial Analyst (CFA®) Charter Holder and a Certified Public Accountant (CPA).

Jamie R. Brown, CFA, CPA
Senior Investment Officer
Jamie@EndowmentWM.com

Family Office Team

Heidi Buhler

Wealth Administrator

Heidi assists the Director of Wealth Management in opening new accounts, investment transactions and reporting, client files, and customer service. Her accuracy and familiarity with clients’ investment portfolios are key to the success of the Operations team.

Heidi has over 15 years of customer service and administrative experience which is extremely beneficial in the communications and exchange of information not only with clients, but also with other professionals such as attorneys and accountants, fund managers, and account custodians.

Heidi Buhler
Wealth Administrator
Heidi@EndowmentWM.com

Susan Michalewski

Family Office Services Specialist

Susan provides personal financial reporting support to our Multi-Family Office clients. She provides assistance to clients requiring personal financial services such as bill paying, monitoring of both traditional and non-traditional assets, bank statement reconciliation, family charitable foundation transactions, tax coordination and processing monthly financial reports. These services are catered to meet each client’s unique family wealth needs.

Susan earned her Bachelor of Science in Business Administration with a concentration in Accounting from the State University of New York at Buffalo in December 1988. She passed the Certified Public Accountancy exam in 1991 in New York State. Her professional background includes both public accounting and private sector experiences. Susan’s professional accounting background allows her to serve clients with high degrees of accuracy, integrity and timeliness.

Susan Michalewski
Family Office Services Specialist
Susan@EndowmentWM.com

Elaine Pietsch

Family Office Services Specialist

Elaine brings a warm smile and enthusiastic welcome to clients, providing first point-of-contact to assist them with their personal wealth needs.

With previous roles as an office manager for several dental practices, Elaine brings a professional background of small business management to her role with Endowment Wealth Management™. With previous experience in accounting/billing, credentials analysis, human resources, resources, credit analysis, regulatory compliance and project development, she provides operational and administrative support to all members of our team.

Elaine has a business degree from Lewis & Clark College in Portland, Oregon where she was awarded Delta Mu Delta (National Business Honors Society) membership for academic excellence for business administration students.

Elaine Pietsch
Family Office Services Specialist
Elaine@EndowmentWM.com

Fiduciary

An individual in whom another has placed the utmost trust and confidence to manage and protect property or money. The relationship wherein one person has an obligation to act for another's benefit. The duties of a fiduciary include loyalty and reasonable care of the assets within custody.

Our Office Locations

Appleton

American National Bank Bld.
2200 N. Richmond Street,
Ste. 200, Appleton, WI 54911
Ph. (920) 785-6010
Fax (920) 227-0521

Milwaukee

Regus Complex
11414 W Park Place Suite 202,
Milwaukee, WI 53224
Ph. (414) 716-6343
Fax: (920) 227-0521

Chicago

360 Chicago Bldg. (Former John Hancock Bldg.)
875 N. Michigan Ave
Suite 3100 Chicago, IL 60611
Ph. (312) 373-3850
Fax: (920) 227-0521

Turn your personal success and dreams into a life aligned with your goals, filled with direction, purpose, happiness and confidence!