MANAGING DIRECTOR & OWNER
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FOUNDER & PRIVATE CLIENT ADVISOR
PRIVATE CLIENT ADVISOR
OFFICE MANAGER
PORTFOLIO ANALYST
Within your community, Highland Investment Advisors has supported the following organizations through time or financial donations:
Bob Kames Foundation
CFA Society of Milwaukee
Corazon da Vida
CourageMKE
Habitat for Humanity St. Augustine
Historic Concordia Neighbors, Inc.
Milwaukee Rescue Mission
Okoa Refuge
St. Johns CARES
University of Wisconsin – Milwaukee Alumni Foundation
Waukesha County Estate Planning Counsel
Wauwatosa Catholic Elementary School
CODE OF ETHICS
PRIVACY POLICY
FORM ADV & CRS
DISCLOSURE
contact
Florida
466 Town Plaza Avenue
Suite 330
Ponte Vedra, FL 32081
Wisconsin
175 Patrick Blvd
Suite 120
Brookfield, WI 53045
(877) 755-2309