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Financial Planning Services

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Financial Planning Services

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Mark B. Potts, CPA, PFS, CGMA

Work Life

Areas of Specialization
Mark specializes in audit, accounting, and income tax for businesses in the service, distribution, manufacturing, automotive dealership, and retirement community industries. He works extensively with not-for-profit entities, including health and social service agencies, religious organizations, foundations, educational and day care facilities, and HUD subsidized real estate. In addition, Mark is an Investment Advisor Representative with WKMR Financial Group, LLC, a registered investment advisory firm.

Professional Experience
Mark joined WKMR in 1988 after working four years with a local CPA practitioner. In addition, Mark has appeared as a guest on WMYX radio, speaking about elder care issues.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, University of Wisconsin - Whitewater

Community Service
Mark is a member of the Olde House Society of Watertown and has served on several not-for-profit boards.

Interests
Mark is an avid reader, and also enjoys music, travel and restoring his old Victorian Home.

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Curtis W. Disrud, CPA, CGMA

Work Life

Areas of Specialization
Curt specializes in business consulting, tax planning, and audit, review, and compilation services for the real estate, construction, manufacturing, and professional services industries.

Professional Experience
Before joining WKMR in 1988, Curt spent two years with a local accounting firm in North Dakota working primarily in individual and small business taxes.

Professional Associations
AICPA, WICPA

Real Life

Education
BBA, Accounting, with a Minor in Economics and History, University of North Dakota - Grand Forks - 1986

Community Service
Past treasurer of Waukesha County Youth Hockey Association, an organization providing hockey skills training to over 400 children each year. Board member of Kettle Moraine Lacrosse Club, Inc. Curt, with his wife, Traci, formed the Kettle Moraine Lacrosse Club for the school district. Curt is also a coach for the club.

Interests
Curt's varied interests outside of work include: hockey, gardening, wine making, hunting, and genealogical research.

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Do you have a financial plan? Is your financial plan on track? Financial security is important to everyone. A sound investment plan will help you achieve your financial goals, and maintain your quality of life, both now and in your retirement years.

You can benefit from our financial planning services if:

  • You are saving for your children's education
  • You want to make sure you will have enough income during your retirement
  • You do not know how long your savings will last
  • You are not sure if you have the right amount, or the right kinds, of insurance
  • You are concerned about estate planning and taxes

At WKMR Financial Group, LLC. we recognize that you have unique needs. Our individual approach provides you with unbiased recommendations in all aspects of personal financial planning.

Income Tax Planning

Complex, ever-changing tax laws impact everyone. Our tax professionals have the resources and expertise necessary to meet the demands of the changing tax law environment. We will recommend innovative ways to maximize your wealth by using tax law to your advantage.

Estate Planning

Substantial savings can result from implementing a proper estate plan. We can analyze your situation, and recommend appropriate solutions. We will help you to determine how much life insurance you need and what type of policy is appropriate.

Retirement Planning

Our organized approach to retirement planning will enable you to achieve meaningful progress toward accumulating retirement funds.