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Alisa Lamal

I am thrilled to join the esteemed team at Kadletz Wealth Management as a dedicated Wealth Advisor. With a deep passion for helping individuals secure their financial futures, I bring a fresh perspective and a commitment to excellence in wealth management. My approach is centered on understanding the unique aspirations of each client, allowing me to craft personalized financial strategies that align with their goals. 

In my previous roles, I honed my expertise in navigating the complexities of the financial landscape while working for another financial services firm in the area. There, I specialized in enhancing individuals’ eligibility for Medicaid through the strategic implementation of a Medicaid Compliant Annuity (MCA). Additionally, my background as a Probate/Estates Paralegal has equipped me with a unique perspective on comprehensive financial planning.

I firmly believe that financial success is a journey, not a destination, and I am excited to partner with clients in De Pere and beyond to achieve their aspirations. 

Outside of the world of finance, I enjoy relaxing with my husband and our two dogs, exploring new local restaurants, hosting dinners for our friends and family, and planning our next road trip! 

Let’s embark on this journey together - if you’re seeking expert guidance or simply looking to expand your financial knowledge, I’m here to help you navigate the path to financial success.