Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Michael D. Leist

Michael D. Leist, EA, RICP®
Certified Financial Fiduciary®

Investment Advisor Representative, Owner

(262) 796-0030

As an Investment Adviser Representative, Michael provides clients with an expanded level of wealth management and investment portfolio services tailored to their individual risk tolerances and unique financial goals. He has earned his...

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Clay Tyree

Clay Tyree, Certified Financial Fiduciary®

Investment Advisor Representative

(262) 796-0030

(262) 796-1877

In addition to being an Investment Adviser Representative with The Leist Group, Clay also holds his Series 7 license, which allows him to trade securities such as stocks, mutual funds, options, municipal securities and variable...

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Walter Fahey

Walter Fahey

Tax Manager, Paraplanner

262-796-0030

With 15 years of accounting experience and a diverse background that includes seven years of management in the hospitality industry, Walter brings a unique skill set to everything he does.

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Jess Huerta

Jess Huerta

Medicare Planning Advisor, Licensed Insurance Agent and Mortgage Loan Officer NMLS# 1595915

(262) 796-0030

(262) 796-1877

As an independent insurance agent, I pride myself on helping clients find the right kind of insurance for their goals and situation. With a degree in Business Management from Concordia University, I treat each personal interaction with...

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Mickey O'Mara

Mickey O'Mara, Registered Support Staff

COO, Paraplanner, Notary Public

(262) 796-0030

Mickey began working with The Leist Group in 2009 as David's Administrative Assistant. Her responsibiliites grew to include overseeing our digital content and marketing campaigns. When David began teaching Educational Workshops, she...

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Anne McDaniel

Anne McDaniel

Director of First Impressions, Notary Public

(262) 796-0030

Anne spent 30 years in the hardware industry with Ace Hardware and 12 years in the elevator industry. No matter what Anne is doing, customer satisfaction is her number one goal. She is the person who remembers your dog’s name and what...

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Mary Beth Carroll

Mary Beth Carroll

Tax Practice & Medicare Coordinator, Back Office Support

(262) 796-1674

Mary Beth assists our back office with client onboarding, password and website troubleshooting, Roth conversions, handling client withdrawal requests, and other support related activities. If you have requested funds, you have...

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Tim Hamm

Tim Hamm

New Accounts and Back Office Operations

Tim works in our back office handling the opening and verification of new accounts, as well as providing support for anything else he can do to help keep The Leist Group running smoothly. He is a graduate of UW-Madison with a degree in...

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Mark King

Mark King, Attorney

President & Founding Partner: King Legal Group, S.C.

King Legal Group, S.C. and Attorney Mark King have been representing clients throughout Southeastern Wisconsin for the past sixteen and a half years in matters related to Corporate Law, Estate Planning and Taxation.In addition to...

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David M. Leist

David M. Leist

Retired President of The Leist Group, LLC

David entered the insurance world in 1978, and later focused his skills in retirement planning and other financial matters for investors age 50 and above. Before his retirement, David felt it was important to share his knowledge as...

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