Education & Certifications
BBA – Accounting, University of Wisconsin - Milwaukee
Advisor Representative License (Series 65)
Finance Committee Member – Pabst Mansion
Board of Directors & Treasurer - Hales Corners Public Library Foundation
Frank Windt
Financial Education Advisor
As a Financial Education Advisor, Frank provides personalized financial guidance to help individuals prepare for and achieve their retirement goals. Drawing on his extensive experience as a CPA and personal financial advisor, he offers practical insights during one-on-one meetings and in response to client inquiries. Frank helps employees understand the importance of retirement planning, investment strategies, and the tax implications of their financial decisions, empowering them to build a financially secure and comfortable retirement. Frank held an active CPA license from January 1, 1982 to December 31, 2023
Frank and his wife, Lori, live in Greenfield and are blessed with three children—two of whom live locally—and four grandchildren, three of whom are nearby. Their son resides in Houston, giving them the opportunity to travel there twice a year to visit family and friends.
During the summer, Frank and Lori enjoy spending time at their lake house in Hubertus, where they love gathering with family and friends. After decades of running and competing in triathlons, Frank transitioned to swimming following bilateral knee replacements and remains an avid swimmer. He is also a lifelong fan of sports and enjoys following a wide variety of athletic competitions.
Industry Start Date:
1982
Spectrum Start Date:
2026
Fun Fact:
Personally built my primary residence over a three-year period.
Embodying Spectrum’s Principles
Throughout my career, I have been fortunate to gain valuable experience and insights that have shaped my understanding of financial planning, investing, taxation, and retirement preparedness. I am particularly passionate about helping younger generations understand the importance of saving and investing early, making informed financial decisions, and developing habits that can lead to long-term financial security. I believe that retirement success is not the result of a single decision, but rather years of thoughtful planning, discipline, and ongoing diligence.