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, EA, RICP®
Certified Financial Fiduciary®
Certified Financial Fiduciary®
Investment Advisor Representative
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...
Mickey O'Mara, Registered Support Staff
Director of Back Office Operations, Paraplanner, Notary Public
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...
Clay has completed The Bucket Plan® Certification and has earned his Certified Financial Fiduciary® (CFF) designation. CFFs agree to uphold the highest moral, ethical and fiduciary standards of service.
Jess Huerta
Medicare Planning Advisor, Licensed Insurance Agent and Mortgage Loan Officer NMLS# 1595915
(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...
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,...
Mary Beth Carroll
Tax Practice & Medicare Coordinator, Back Office Support
Stacie has over 18 years in the financial services industry, including banking, brokerage, mutual funds and wealth management. She is a resource in our back office for account support and processing. She is a graduate of...
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...
David M. Leist, Retired
President of The Leist Group, LLC
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...