Who We Are

We are smart, nice, and honest, work as a fee-only, fiduciary firm, and are highly credentialed. We are at the ready to help you navigate both the expected and the unexpected financial events in your life.  Whether it’s brainstorming or advising, or communicating, coordinating, or implementing financial decisions, you can count on us for cutting-edge expertise delivered with the Midwestern values of integrity, discretion, and plain speaking.

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Paula H. Hogan, CFP®, CFA

Founder and CEO.

Paula H. Hogan, CFP®, CFA

Founder and CEO.

When I thought about my future career, I knew that I liked working with different people and I knew that I wanted to do something meaningful. With those two things in mind, my first career thoughts were about… healthcare. 

I started working in the field and even earned a Master’s degree in Health Policy & Management, but continued to feel the pull of both finance and working with individual people. 

At that time the whole notion of a comprehensive, fee-only financial advisor did not exist, so I detoured to different positions with a couple of large banks, and, during a maternity leave, I satisfied my desire to work with people by founding and running a pre-school in Odessa, Texas (from “Friday Night Lights” fame).

Eventually, I learned about a new type of financial advisor that was just coming into existence. I realized immediately that the career of comprehensive, fee-only planning would be my calling. I jumped in early and enthusiastically. 

While juggling raising a family and running the preschool, I studied for and took both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) exams. The school outlasted my tenure in Texas and was a beautiful place for our children and for our community. I think that’s where I solidified my entrepreneurial leanings.

After moving to Wisconsin, with certifications in hand, I worked briefly for an independent financial planner. It didn’t take long for me to formalize my own notions of financial advice; in 1992, I started this firm.

Despite my extensive training in financial planning, my prior life and work experiences have been crucial in helping me understand how life ebbs and flows for each of us and how important it is to keep a clear vision of what is meaningful and what you really care about.

From the start, my vision has been to provide individual advice and to take the worry out of personal finance for my clients. Our work is based on truly understanding each client’s unique situation, including what stage of life they are in (using a “life cycle theory” of investing), their resources and, importantly, their hopes for the future (this is all part of “comprehensive planning”).

A fundamental value to me is that we be worthy of our clients’ trust. To me, that means high integrity and transparency in our relationships, impeccable reliability in our work, and cutting-edge excellence in our advice.

I am pleased to be considered one of the pioneers of the field, but even more so that we have been early adopters at several fundamental turning points (including the use of asset class investing, or index mutual funds, and more recently, the adoption of a life cycle investing point of view). I am proud that we continue to help shape the industry for the benefit of clients everywhere, even as we go about the business of focusing on our own clients.

 


 

Paula is a nationally recognized leader in the financial advisory field and has served on the national boards for the Financial Planning Association and for NAPFA, the National Association of Personal Financial Advisors. In addition to working as a financial advisor, Paula has published multiple articles in the AAII Journal and in the Journal of Financial Planning and has also co-authored papers for the Wharton Pension Research Council and for The John Marshall School of Law Employee Benefits Annual Symposium. Paula’s education includes an Economics degree from Princeton University and a Master of Science degree in Health Care Policy & Management from the Harvard School of Public Health. She has been voted one of the Top 50 Women in Wealth by AdvisorOne/Bloomberg Wealth Manager and in 2002 received the Robert J. Underwood Award for her substantial contributions to NAPFA and to the financial advisory profession. She and her husband Quinn live on the east side of Milwaukee after having raised their four children in Whitefish Bay.

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Clint R. Wondra, CFP®, CPA/PFS

Shareholder and Chief Operating Officer.

Clint R. Wondra, CFP®, CPA/PFS

Shareholder and Chief Operating Officer.

During my freshman year of high school, we were assigned to write reports on two careers that we thought we’d like to pursue. I chose accountant and attorney. Even though I found law to be fascinating, I just had a knack for math and detail-oriented work. After graduation, I enrolled at the University of Wisconsin-Madison where I enrolled in the five year Masters of Accountancy program. Growing up in the small town of Juneau, Wisconsin, I wanted to not only see what bigger city life was like, but what it would be like to work in a large financial firm. This led me to Chicago where I got an internship at PricewaterhouseCoopers LLP (PwC). After a year of interning and finishing my Master’s work, I started working with them full-time. Somehow in the middle of all of this, I fit in studying for my CPA exam and passed all four parts on the first try. After a few years at PwC in Chicago, I transferred to the Milwaukee office where I continued to work with high net worth clients and PwC partners on their personal tax compliance and planning. Also while there, I took general financial planning calls from Fortune 100 company employees and worked with other PwC colleagues across the country. Being a big sports fan, one of the more interesting things I was able to do during my tenure with the firm was to manage tax compliance for shareholders of an NBA franchise. Yet, although I enjoyed my time at PwC and learned a lot, I found myself wanting to help people more. I wanted to work at a place where I could have more one on one contact and not only make a difference in my clients’ lives but also have a positive impact on my coworkers and help shape a company. And that’s what drew me to Paula’s firm.

Hogan Financial is unique in that we believe that there is tremendous value in having deep conversations and maintaining an open dialog with our clients so we can better understand their hopes, dreams, and goals. Another benefit to the way we do business is that we’re structured as a fee-only fiduciary firm. Because we don’t work off of commissions like many others, we aren’t beholden to any specific products, which gives us the ability to provide unbiased advice and truly operate in our clients’ best interests.

In the coming years, I hope to help streamline our operations and simplify our onboarding process. That way, we’ll be able to focus even more energy on the things that really matter. Our clients’ lives and wellbeing.

When I’m not working, I enjoy playing basketball and golf. I like the challenge of competing against myself and others. In basketball, I enjoy the team based approach using each player’s unique skills to achieve a common goal. While in golf, no two days weather wise or courses are ever the same. I’ve really come to appreciate the mental toughness and discipline it takes to do well on the golf course.

I’m married to a wonderful woman, Amanda, who also works as a CPA at Baker Tilly. We have an energetic son, Harry, a daughter on the way and two playful dachshunds. We live in Richfield, but on weekends we like to take road trips to cities like Milwaukee, Madison and Chicago. While at those destinations, it’s not uncommon for us to walk five or ten miles while exploring new neighborhoods.

 


 

In addition to serving clients as a financial advisor, Clint serves as our Chief Operating Officer. Prior to joining the firm, Clint was a tax manager for PricewaterhouseCoopers LLP working first in Chicago and then in the Milwaukee office as part of PwC’s national Personal Financial Services (PFS) practice. Clint earned both his undergraduate and Masters of Accountancy degrees from the University of Wisconsin-Madison Business School. Clint is a licensed CPA in Wisconsin and holds the Personal Financial Specialist (PFS) designation issued by the American Institute of Certified Public Accountants (AICPA). He is also a member of the Wisconsin Institute of Certified Public Accountants (WICPA) and serves on the board of the Financial Planning Association (FPA) of Wisconsin.

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Sam Kruschel, CFP®, CRPC®, ChFC®

Financial Advisor.

Sam Kruschel, CFP®, CRPC®, ChFC®

Financial Advisor.

Growing up, I was always a saver. I had the experience of seeing someone get into credit card debt and the problems it caused. A lightbulb went on and I realized the importance of being careful with money and managing it wisely. I come from a family of faith. My father has been a pastor all his adult life. So I learned strong values and, most importantly, how to respect other people and be there for them in good times and bad.

I have always enjoyed math – the challenges and the problem-solving. In college, at the University of Wisconsin-Whitewater, I took part in the Applied Investments Program. It was a great experience because we invested real money on behalf of the university. While I was working on my undergrad degree, I began an internship at US Bank in their mutual funds department. During my senior year I worked fulltime with US bank and became a compliance officer for a number of mutual fund companies. During my time with US Bank I earned my MBA at the University of Wisconsin-Milwaukee.

I really felt a calling to help individuals and families, and later joined Wachovia Securities as a financial advisor, planning for families and small businesses. When I moved from compliance to planning, another lightbulb went on and I realized how much more gratifying it is to help people achieve a goal and see how it impacts their lives. I then had an opportunity to join MassMutual in the Financial Planning Department in more of a leadership position. In addition to managing my own book of business, I was responsible for completing fee-only comprehensive financial plans for other MassMutual advisors. It exposed me to a more diverse client base and more sophisticated planning strategies.

When Hogan Financial reached out to me, I saw right away that they had a different approach that really appealed to me. We are a fee-only company. Unlike much of the financial world, we do not “sell” products. Our product is ourselves. We take a truly holistic approach to financial planning for our customers. Everything with Hogan is transparent. Clients understand completely what they are paying us to do for them. With many companies, fees can be hidden. But at Hogan, there is no gray area. It’s all about building trust and delivering results. My primary focus with Hogan Financial is financial planning, but I’m also focusing on our planning process, making sure our processes are clear and efficient, and that every customer receives the same high level of service.

I’m married to my amazing wife, Jenna, and we have a young son, Luke. I enjoy golfing. I competed for my high school golf team and went to state each of my four years. We enjoy taking family trips. My parents live in Las Vegas so when we visit we enjoy going to shows and hiking in the mountains. My wife and I were married in Door County so we go back at least once a year. Giving my time and energy as a volunteer is important to me.  I was the treasurer for a free health clinic in Milwaukee for several years.  I have also been an adjunct professor, teaching International Investments at UW-Milwaukee and Financial Management at Wisconsin Lutheran College.  Educating at some level is important and gratifying to me, whether it’s teaching college students or providing planning services to clients.

 


 

Sam’s primary role is serving clients as a financial advisor.  Sam’s education includes a Finance degree from the University of Wisconsin-Whitewater and a Master of Business Administration degree from the University of Wisconsin-Milwaukee. While attending school, Sam worked full-time at US Bank as a mutual fund Compliance Officer. Upon completion of his MBA, he has worked for over a decade as a financial advisor at various firms, most recently, MassMutual. Sam has earned his CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Consultant (ChFC) designations and is also a Chartered Retirement Planning Counselor (CRPC).  He is also a member of the Financial Planning Association.

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Thomas Meeker

Associate Financial Advisor.

Thomas Meeker

Associate Financial Advisor.

Starting at Hogan Financial as a financial services intern, Thomas worked his way into becoming a trusted associate financial advisor.  In addition to client service responsibilities, Thomas assists with portfolio management reporting and rebalancing.

Thomas is a graduate of Marquette University with a degree in Finance and study abroad experience from a semester at the University of Southern Denmark. He is currently a Level 2 candidate in the Chartered Financial Analyst Program. Thomas is a member of the local Chartered Financial Analyst (CFA) Society of Milwaukee and of the Financial Planning Association (FPA) of Wisconsin.

Thomas is an avid triathlete who loves to share his enthusiasm for the sport.  He is a past head of the Marquette’s Triathlon Club and currently enjoys working as an Assistant Coach for the middle school athletes of the Bruce Guadalupe Mountain Biking Team.

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Suzanne Rabideau

Client Account Administrator.

Suzanne Rabideau

Client Account Administrator.

Suzanne is the person with the friendly greeting when you call or visit our office. She is a Wisconsin native and began her career with us in 2012. From her previous work experience at another financial firm, she was familiar with the financial industry, but at Hogan Financial was immediately impressed with the personal and comprehensive nature of our services. Suzanne has diverse responsibilities beyond her Client Account Administrator role including bookkeeping, vendor relations, and scheduling.

When not at work Suzanne likes to craft, go to movies with her husband and spend time with her daughters and their families. Suzanne also bowls competitively… but only in her ‘spare’ time.

Our Story

Although we’ve grown from a sole proprietorship into a firm with several advisors and a full administrative staff, the fee-only fiduciary business model and founding value of pairing personal service with cutting edge planning ideas remain. As early adopters of comprehensive financial planning, we’ve long believed in the idea that you can’t advise a person on their finances without also looking at their hopes, dreams and personal values. As we evolve, it’s a mindset that we look for in new hires and a quality that we wish more of those in our industry would embrace.

Over the years we have maintained and expanded our focus on comprehensive planning, for example, by looking at planning strategies through the lens of our clients’ ever-evolving career choices and family dynamics, optimal income tax and estate planning, smart insurance planning, and optimized Social Security claiming strategies. There is hardly any part of financial planning where savvy tax and insurance planning isn’t fundamental to good results. Because financial planning at its heart is interdisciplinary, we work hard to make sure our advisory team includes specialized expertise in several different areas in addition to deep experience and expertise in financial planning.

Encouraging family conversation and coordinating communication among our clients’ other advisors is part of our daily work. Because of the intimate, long-term nature of our client relationships, it’s not unusual for us to be drawn into major life decisions including wedding plans for adult children, whether to rent or buy the next home, career planning, identifying an appropriate retirement community, helping adult children care for an aging parent, rebounding from divorce or widowhood or other personal loss, and/or deciding when to retire or sell a business. Being a helpful advocate, information resource and sounding board at these important transition points in our clients’ personal lives is central to our work.

Key Moments

When I thought about my future career, I knew that I liked working with different people and I knew that I wanted to do something meaningful. With those two things in mind, my first career thoughts were about… healthcare. 

I started working in the field and even earned a Master’s degree in Health Policy & Management, but continued to feel the pull of both finance and working with individual people. 

At that time the whole notion of a comprehensive, fee-only financial advisor did not exist, so I detoured to different positions with a couple of large banks, and, during a maternity leave, I satisfied my desire to work with people by founding and running a pre-school in Odessa, Texas (from “Friday Night Lights” fame).

Eventually, I learned about a new type of financial advisor that was just coming into existence. I realized immediately that the career of comprehensive, fee-only planning would be my calling. I jumped in early and enthusiastically. 

While juggling raising a family and running the preschool, I studied for and took both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) exams. The school outlasted my tenure in Texas and was a beautiful place for our children and for our community. I think that’s where I solidified my entrepreneurial leanings.

After moving to Wisconsin, with certifications in hand, I worked briefly for an independent financial planner. It didn’t take long for me to formalize my own notions of financial advice; in 1992, I started this firm.

Despite my extensive training in financial planning, my prior life and work experiences have been crucial in helping me understand how life ebbs and flows for each of us and how important it is to keep a clear vision of what is meaningful and what you really care about.

From the start, my vision has been to provide individual advice and to take the worry out of personal finance for my clients. Our work is based on truly understanding each client’s unique situation, including what stage of life they are in (using a “life cycle theory” of investing), their resources and, importantly, their hopes for the future (this is all part of “comprehensive planning”).

A fundamental value to me is that we be worthy of our clients’ trust. To me that means high integrity and transparency in our relationships, impeccable reliability in our work, and cutting edge excellence in our advice.

I am pleased to be considered one of the pioneers of the field, but even more so that we have been early adopters at several fundamental turning points (including the use of asset class investing, or index mutual funds, and more recently, the adoption of a life cycle investing point of view). I am proud that we continue to help shape the industry for the benefit of clients everywhere, even as we go about the business of focusing on our own clients.