Watching the world: How headlines impact your financial plan

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Our Professional Team

Roy Neuenschwander, CPA, CRPS®

- Founded Neuenschwander Asset Management, LLC in 2003 after
 serving as the Controller at Marshall Erdman & Associates.

- Roy served on the company's Profit Sharing Committee during his nearly three decades with MEA.

- Earned his BBA from the University of Wisconsin in 1974 with a major in Accounting.

- As a Certified Public Accountant, heads the firm's tax planning services.

- Enjoys golfing in his free time.



Tim Neuenschwander, CPA CFP®


- Joined the firm in July 2007 after working as an editor and reporter
 for small-town newspapers for several years.

- Attained designation as a CERTIFIED FINANCIAL PLANNERTM professional in March 2011.

- Earned his BA from the University of Minnesota in 2003 with concentrations in Business, French and Mass Communications.

- Earned Masters of Science in Accountancy from Edgewood College in December 2015. 

- Licensed as a CPA in the state of Wisconsin in May, 2019.

- Volunteer work includes:
      - Currently serving as the Treasurer for Grace Lutheran Church           in Cambridge, Wis.
      - Currently serving his fourth term as a Board Member for the
        McFarland Chamber of Commerce;
      - Fundraising for local charity Links for Lauren in an effort to
        raise money for Neurofibromatosis research at the University
        of Wisconsin.


Jim Murphy

- Joined the firm in January 2008 after working at Sentry Insurance.

- Serves as the firm's Chief Compliance Officer.

- Earned his BA from the University of Wisconsin-Oshkosh in Marketing in 2004.

- Enjoys fishing and golfing in his free time.




ABOUT US

Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you. Discovering and achieving what matters to you. Providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do. NAM Advisors - providing tax preparation, wealth management, financial planning and 401(k) advising in McFarland, Wisconsin.