Carter Klaas is a Certified Financial Planner® who brings a thoughtful mix of technical knowledge and real-world relatability to every conversation. With experience across advisory and wealth management roles, Carter partners with individuals and families to create clear, value-driven financial strategies, helping them enjoy the present while preparing wisely for the future.
Carter resides in Milwaukee with his wife, Natalie, and their beloved dog, Willow. Outside the office, you’ll often find him working on a home renovation project, cycling along the lakefront, or gathering friends for backyard dinners. He approaches life—and finances—with a spirit of generosity, curiosity, and care.