Learn About Paladin Partners, LLC
Paladin Partners, LLC in Milwaukee, Wisconsin, wants individuals, professionals and business owners to experience the advantages of our fee-only financial planning services. Our advisers offer client-focused and insightful advice, providing peace of mind confidence that finances pointed in the right direction.
At our financial firm, our primary goal is to align your finances with your goals and lifestyle. We are not here to sell products, we are here to help you get what you want out of life. Our goal is to provide benefits in whose value exceeds the cost of our services.
Managing Partner, William M. Baxter
Born in 1952, William M. Baxter is our Principal and General Manager. Bill (as he is called by his friends) created Paladin Partners, LLC in June 2009. He has been in the financial service industry since 1997. Bill's main responsibility is to create and manage our clients' financial strategies.
A graduate of Winona State University, Bill completed his CFP® certification in 2004, CLU certification in 2006, and ChFC® certification in 2007. He also holds the following qualifications: FINRA Series 63 & 65.
After serving as a member of a mangement team which completed a successful turnaround of a failing Milwaukee manufacturer in 1996, Bill served as a discretionary Asset Manager at Merrill Lynch™, Morgan Stanley™, and Wachovia Securities™. He then joined Integrated Financial Solutions in April 2006 as the Director of Wealth Management Services. He served in this position until forming Paladin.
Partner, Megan L. Prochniak
Born in 1984, Megan L. Prochniak joined Paladin Partners, LLC in December 2009 after serving as the Operations Manager of Integrated Financial Solutions and LCWM. She currently serves on the firm's Investment Committee. As a partner, her main responsibilities include:
|• Managing Client Data
• Maintenance of Client Websites
|• Scenario Modeling/Forecasting
||• Financial Report Analysis/Generation
Megan graduated from Marquette University with a Bachelor of Business Administration degree with majors in Finance and Marketing. She completed her CFP® certification in 2015 and holds the FINRA Series 66 qualifications.
Megan joined IFS in June 2006 and LCWM in June 2009. While at IFS and LCWM, she acted as the Operations Manager, responsible for the insurance and securities, life insurance audits, and trading of new and existing business. She was also a member of the Investment Committee, and managed the broker/dealer transition of IFS clients to LCWM.
Contact our financial advisers in Milwaukee, Wisconsin, for more details on our investment planning and consulting services.