Meet The Professionals Who Will Help
Achieve Your Legacy
Specialized Teams Working Towards Your Goals
Coordinating and optimizing the way each client’s investments, taxes, estate plan and insurances work together.
Retirement Income integration
In-depth retirement income projections, implementation and oversight.
Investment Management
Dedicated investment committee actively monitors client portfolio leveraging technology, tax-efficient investments and strategic rebalancing
Estate Planning Integration
Fully integrated estate planning strategies reducing gaps and uncertainty. Ongoing review, updates and execution
Tax Planning Integration
Tax Attorneys and CPAs working side-by-side with investment advisors to coordinate tax targets and projections
Michael Warta
Founder
After years of working in the financial and estate planning industries, Michael grew increasingly frustrated with the corporatedriven practices that too often prioritized profits over people. In response, in 2017 he founded Legacy Partners Group. He brought together the best financial advisors, accountants, CPA’s, estate planning attorneys and insurance specialists under one roof to deliver a complete planning process that maximizes efficiency in all areas.For the past 13 years, Michael has specialized in retirement income and tax planning and has mentored many agents and advisors in the industry. Michael is recognized as a top 10% performer in his industry for 9 years running. As well as holding active insurance licenses in WI, IL, and TX, he additionally is a precious metals expert.Michael Warta grew up on a farm in the small town of Embarrass, Wisconsin, where the foundation for his strong work ethic and family-first values were instilled. He was raised alongside his identical twin brother and two older sisters.He earned his undergraduate degree from the University of Wisconsin–Stevens Point, where he also competed as a student-athlete on the track and field team and became a 5x NCAA All-American. He later went on to complete his master’s degree at Lynchburg College in Virginia. He then went on to teach and coach at the college level for the next 12 years.
Cory Spencer
Estate & Legacy Planning Specialist |
Registered Investment Advisor
Cory is a partner and financial advisor at Legacy Partners Group. He started out as an estate planning specialist with Johnson Law Group and continued in that role at Legacy Partners Group, additionally obtaining his Series 65. Working as both a financial advisor and bringing experience of estate planning helps him integrate important areas of retirement planning to create a holistic and comprehensive approach for each client. In his time as an estate planning specialist Cory helped create over 1,000 estate plans for clients. Now as a financial advisor he aspires to bring that same drive to help clients secure their financial legacy.
When not working, Cory spends his time volunteering with Habitat for Humanity and other local Milwaukee non-profit organizations. He enjoys helping coach youth summer baseball and basketball leagues, spending time with his seven nieces and nephews, and trying various outdoor activities such as hiking and kayaking. Cory has a passion for travel and is slowly working through his bucket list of countries.
Mike Riesel
Registered Investment Advisor
Mike is the founder of Redwood Financial Strategies. He spent the first 14 years of his career in the finance industry in major roles at companies such as Northwestern Mutual, Mass Mutual, and Waddell and Reed before starting Redwood Financial Strategies in 2019. Mike is the published author of the book “The Class- The Financial Course You Wish You Had in School” as well as a MDRT award recipient for his work in the financial and insurance industries. Over 85% of Mike’s current clients are Accredited Investors. Mike holds several licenses and certifications, most importantly Series 6, 63, 65, 7, 24 as well as Bronze, Silver, and Advanced Silver Sandler Certifications. When Mike is out of the office, he spends his time up north at the cottage with his wife and kids, he enjoys hunting, hiking, fishing, boating, exploring, as well as traveling with his family to see everything the world has to offer. Mike once tried out for the Milwaukee Brewers when he was still in high school and then more recently had the opportunity to throw out the first pitch at a Brewers game for his charity work done with the Scherrer Cares (Buddy Bench) organization.
Todd Blazei
Registered Investment Advisor
Todd is a partner at Redwood Financial Strategies. He has had a distinguished 30- year career as a financial actuary and HR executive. In previous roles he served as an actuarial consultant to support Fortune 500 companies in their retirement plans and then as VP of Compensation and Benefits. Before he started with Redwood Financial Strategies, he chaired the Investment Committee for 401k and retirement programs at Fiserv, Inc. Todd is a Fellow in the Society of Actuaries as well a member of the Iron Shield Society of the Wisconsin Union at UW-Madison. When Todd isn’t crunching numbers at the office, he’s at home relaxing on the lake with his wife and daughters.
Carter Bornberg
Medicare Specialist
Carter is the dedicated healthcare planner for Legacy Partners Group. He brings a personalized approach to helping clients navigate their healthcare options. Carter understands that the unique needs of an individual’s healthcare can have a larger impact on their overall retirement picture. The challenge this can present is the reason why he is passionate about ensuring that every person has access to the best possible healthcare solutions. Having grown up in the Wisconsin Northwoods in Minocqua, Carter enjoys being outdoors, spending time with family, and cherishes Wisconsin sports.
Nathan Osborn
Estate & Tax Attorney
Nathan is a partner attorney at Nylen & Partners and is an estate planning attorney. Nathan is a Marquette University Law School graduate and is licensed to practice law in the state of Wisconsin. Prior to practicing law Nathan worked as the Retail Portfolio Department Manager for Komatsu Industries. Nathan’s experience growing up on a farm had an impact on his decision to pursue estate planning as an attorney. He understands that every client’s situation is different, which requires a nuanced approach to their needs, so they have the best plan possible when working with him. Alongside his work as an estate planning attorney, over the years Nathan has volunteered his services and time as a legal advocate to various non-profit organizations in the Madison and Milwaukee area. When Nathan is outside the office, he spends his time on the farm with his wife, Kate, and their 3 children. He plays guitar and has inadvertently started his own collection. When Fall hits Nathan can be found tuning in to the MLB playoffs and the World Series no matter who is playing.
Paul Nylen
Estate & Tax Attorney and CPA
Paul is currently an Associate Professor of Accounting & Tax at The University of Wisconsin – Whitewater. His expertise is in US tax law as well as blockchain and cryptocurrency. Prior to academics he was an International Tax Manager at Deloitte LLP in Milwaukee, Wisconsin. He graduated from the Marquette University Law School and is admitted to the Wisconsin Bar. Before attending law school he completed an undergraduate degree in economics at the University of Iowa and then a Master of Accountancy at the University of Iowa. Paul is also an active CPA. While at Iowa, he spent his free time coaching competitive club soccer.
Your Income
Retirement Team
The most important aspect of any retirement is your income plan.How much do you need to make it through, where will these dollars come from, and how much will you pay back to the government in tax. At Legacy Partners Group we specialize in holistic income planning by coordinating social security strategies, self-funded pension plans, investment income integration and tax planning coordination. This maximizes the income potential of your retirement dollars.
Your Investment
Management Team
Legacy partners group partners with Redwood Financial Strategies to provide our clients with the best asset management possible in order to meet each clients individual retirement need.
Your Estate + Tax
Planning Team
Legacy Partners group partners with Nylen and Partners LLC in order to provide clients complete tax efficient legacy plan and keep your estate out of government control.
Ready To Take
The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.