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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Allan J. Haupert, CFP®, MBA, CPA

Registered Principal, AJH Wealth Management

414-763-3867

414-763-4669

allan.haupert@ajhwealth.com

Allan Haupert is the founder of AJH Wealth Management with two decades of experience in the financial services industry.

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Kathy L. Bilansky

Financial Advisor

414-763-3867

414-763-4669

kathleen.bilansky@ajhwealth.com

Kathy Bilansky is a Financial Advisor for AJH Wealth Management. She thrives on being able to help people, and enjoys the one-on-one contact with clients.

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