Denise M. Klemens, CFP®
Denise Klemens, Financial Advisor in our Mequon, Wisconsin office, joined Ziegler Wealth Management in 1999. As a Certified Financial Planner™ practitioner and a financial advisor with Ziegler for more than 15 years, Denise focuses on individuals and is committed to providing expert advice and solutions to her clients. With a focus on retirement planning, she works closely with her clients to develop a long-term personal relationship and steer them toward the solutions that meet their unique goals.
A graduate of the University of Wisconsin - Whitewater, Denise holds a Bachelor of Business Administration in Marketing. Denise currently resides in Milwaukee with her husband Chris and is active within the community having served on various community committees and councils. She enjoys an active lifestyle that includes fitness classes, golf and recreational volleyball.
Begin by sitting down and discussing your needs and goals with Denise. She will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call 800 418 8353 to schedule a time to meet.