Kowal Investment Group Hires Aaron Spitzner, CFP® as an Associate Financial Advisor
Waukesha, Wis. – Kowal Investment Group is continuing to expand its practice with the hiring of Aaron Spitzner, CFP® as an Associate Financial Advisor.
“I’ve always had a passion for helping others and building relationships,” said Aaron Spitzner. “The Kowal Investment Group has long been a leader in retirement-focused planning and I look forward to joining such a strong, dedicated and accomplished staff.”
Prior to joining Kowal Investment Group, Aaron spent 7 years at BMO Harris (formally Marshall and Ilsley) holding roles as a Personal Banker, Investor Services Associate and Financial Advisor Support. In his most recent role as an Internal Consultant, he was responsible for educating advisors on investment solutions.
Aaron holds a Bachelor of Arts in Economics from the University of Wisconsin-Madison. In 2015, he earned his CFP® designation, one of the most rigorous and well-recognized in the financial services industry. He also holds his Series 7 and Series 66 licenses. “Aaron is a very welcome addition to our team,” said Aaron Kowal, CFP®. “His extensive research and investment analysis experience will offer unparalleled value to our clients. He shares our values and the same strong emphasis on our team-oriented process.”