Brad Sarkauskas
Vice President
Operations
Brad has worked in the industry as a broker and planner since he graduated from UW-Milwaukee. He is a CDFA (Certified Divorce Financial Analyst) and a licensed attorney. He specializes in market allocations for portfolios and has a keen eye for change. “Having been a broker for both a Bear and Bull market has given me a unique perspective on investments and portfolio management. Being properly diversified is very important and will remain a core value at Sarkauskas & Assoc."
Brad has an involvement in a national chain of tax preparation businesses. “When you look at investments, you must take into account the tax equation. The structure of the federal and state tax systems, by definition, places each client in a unique tax position that must be taken into consideration when discussing proper portfolio management.”
Each morning Brad will review changes in the market and communicating with the individual fund managers as necessary. “Proper perspective and planning is the key to client success. To gain the trust of each client I always put their interests and concerns at the forefront of the planning process.”
Brad is also the key contact for the firm’s estate planning. Working closely with other attorneys and CPA’s to make certain that each client can leave a legacy for generations.
brad@sarkauskas.com
Stan Sarkauskas
Vice President
Business Development & Marketing
Stan has worked for over 20 years in seven different states. Stan joined the firm in December of 2006. “When the opportunity presented itself, I jumped at it. I have been helping some very large firms and now I have a chance to return home to the place where I grew up” Stan was born and raised in Northern Wisconsin. He attended college in Wisconsin. He and his wife have lived and worked in Illinois, California and most recently in Michigan.
“I have been blown away by the level of service and commitment that each member of the firm has to our clients. Every company says they are devoted to clients, but I have seen members of this firm at the bedside of sick clients, I have seen members cry with clients and laugh with them. The bottom line is that each of us becomes an extended family member of our clients, and to me; that is the highest compliment a client can give.”
Stan came to the firm with a specialty of being able to help businesses create an environment that is conducive to success by allowing every member of the company to have an entrepreneurial attitude. His expertise in business and industrial finance has allowed him to have the luxury of working anywhere in the world. “I chose to return to Northern Wisconsin because of the lifestyle. When you can take your mind off of traffic jams and spend all of your efforts planning for clients and working with them, you are going to be better at your job. There is a reason this firm is known throughout the country and I am determined to make them even better. The best way to accomplish that is to make every client a raving fan!”
stan@sarkauskas.com
Tony Liddle
Client Services Representative
Before joining Sarkauskas & Associates, Tony performed all financial reporting for the Northern Region Hospitals of Ministry Health Care.
Prior to Ministry, he worked for Eliason Financial Group, which specialized in real estate investments.
Tony has a B.S. in Finance from Michigan Technological University.
He and his wife Allison live in Eagle River, WI.
tony@sarkauskas.com
James Sarkauskas
President/CEO/Founder
Jim entered the financial services industry as a broker and Financial Planner in 1969. He has consistently been recognized as a leader in thought, product development, and compliance. Jim has been the keynote speaker at hundreds of events and seminars.
“I started my company with a vision, always looking for ways to differentiate us from everyone else. So, I looked to my childhood for guidance. I decided to craft the company based upon my core beliefs. We will be honest, ethical and tell the truth. ALWAYS! Even when folks do not wish to hear the truth!”
The firm has taken those core beliefs and made them a part of every business decision. “Some of our clients have been with us for over 35 years! We are more than their broker or Financial Planner; we are a part of their family.”
Jim has a special talent for identifying non-obvious obstacles in client’s lives and understands how to handle them.
“With over 100,000 hours of studying money and its effects on people’s lives, it all boils down to one simple reality. Do the clients trust our judgment? You cannot make decisions today based upon results from yesterday. That is a sure way to stay one step behind instead of one step ahead! All truly successful people in any profession had incredible vision. They can see with clarity what the masses cannot.”
Jim attributes this high level of success to the unique approach the company takes to client’s issues. “We are coaches! We are in the commerce of helping folks adjust their behavior. We train folks to change their way of thinking, which allows them to have a winning mindset and ultimately will create success for each of them.”
Jim is the creator of The Legacy Creation Process™. “Something was missing from the entire industry and after years of research, I developed this tool to aid people in developing a legacy. We all want to leave a legacy for generations to come. We all want our children to be good stewards of our life’s work.”
“We are forward thinkers here and we want our clients to be on board with our vision.”
Jim is an active member of multiple social and community volunteer organizations. He is the company liaison for clients and high net worth investors.
He is the author of “Forget the Bulls and Bears, Become a FOX” his soon to be available hard cover book designed to alter the beliefs of American citizens when it comes to their money.
jim@sarkauskas.com
