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 Our Team

Our in-house team consists of Kurt and Felicia Winiecki. Kurt has extensive expertise in statistics and investment theory, retirement and business planning, accounting and tax issues, legal and estate issues, and insurance solutions. Felicia is Vice President Business Development and is the family’s charitable arm. 
 
Although Kurt has worked as both a tax accountant and attorney and is uniquely qualified to spot such issues, Kurt no longer practices accounting or law, and WWM DOES NOT provide tax or legal advice. 
 
The WWM team extends to professionals outside of WWM, such as trusted accountants, attorneys, and business consultants.  WWM partners with Charles Schwab & Co. as its custodian for most WWM clients.