Broker Check

The Leist Group, LLC

(262) 796-1674


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 holds the designation of an Enrolled Agent (EA), the highest credential that the IRS awards to tax practitioners. EA's are "America's Tax Experts", subject to the most rigorous continuing education and ethical requirements in...

Read more

Clay Tyree, Certified Financial Fiduciary®

Investment Advisor Representative and Medicare Planning Advisor



Clay is a member of the National Association of Medicare Supplement Advisors (NAMSA). He spent the past decade in the service industry. Prior to his career in managing in the restaurant world, he worked for 7 years managing client care...

Read more

Steve is a graduate of UW-Milwaukee with majors in Chemistry and Psychology. Following a stint in pharmaceutical sales, he managed tax preparers for a retail tax preparation company for almost a decade before joining The Leist Group....

Read more

Mickey has been with Financial Independence Network since 2009 as David’s Assistant and Marketing Director. She designs and implements the marketing initiatives for client events, handles our web page, and keeps our client database...

Read more

You've probably spoken to Becki to schedule a financial meeting or to set up a tax delivery (for our tax clients).

Becki is a graduate of Texas A&M. She travels back to Texas to visit family and friends during her time off. 

Read more

Anne spent 30 years in the hardware industry with Ace Hardware and 12 years in the elevator industry. Anne is an avid sports fan and enjoys watching sporting events live or on TV. Her favorite sports are baseball, football, tennis,...

Read more

Nadine Stevenson

Administrative Assistant



Nadine spent over 10 years in the mortgage service industry before joining our team. Additionally, she has worked in the health and wellness industry since 1999. She loves learning about wellness and sharing this information with...

Read more

David M. Leist

President of The Leist Group, LLC

(262) 796-0030

David has been a professional in insurance, retirement planning, and other financial matters since 1978, and has experience in managing risk for investors age 50 and above.Additionally, David is a Master Elite IRA Advisor of the...

Read more

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...

Read more