Presenter

Joe Schlidt

Director, Godfrey & Kahn, SC

Joe Schlidt is the Director of Client Special Services at Godfrey & Kahn, SC where he works exclusively with 3 families in helping them coordinate, organize and integrate their financial, business and personal objectives. Prior to joining G&K, Joe was with M&I Wealth Management (now BMO Wealth Management) in Milwaukee for 12 years and finished as a Managing Director with its Private Wealth Management Group.Prior to joining M&I, Joe was with Northwestern Mutual Life and Robert W. Baird & Co. for 11 years and co-founded a fast growing start up marketing company. Joe received a BBA in Finance from the University of Wisconsin-Whitewater. Professionally, Joe earned the CLU and ChFC designations from the American College and is a graduate of the American Banking Association’s Wealth Management Academy. Joe has served on a number of corporate & charitable boards. Currently, he is a Board Member & Conference Chair of Make A Difference – WI where they increase the financial literacy of teens & an Investment Committee Member of Children’s Hospital of Wisconsin. Joe is also a Board Member of Marolina, Inc. & Precision Information, LLC.

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