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720 Industrial Court
Suite 8
Hartland, WI 53029
262.646.5448

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our experienced professionals have helped many people just like you with similar issues and concerns.

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management *
  • Individual Income Tax Preparation and Review 

*Securities and Advisory Services offered through United Planners Financial Services

 

Shawn D. MacDonald

Enrolled Agent

262.646.5448

866.373.8715

Shawn MacDonald, as an investment advisor of United Planners Financial Services, views himself as an analytical financial coach. His passion is to direct clients to achieve success in pursuing their financial goals. Born in Italy, (dad...

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Tamara (Tammy) MacDonald , as an investment advisor of United Planners Financial Services, views herself as a financial designer who integrates individualized solutions with creative investment choices for her clients. She encourages...

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Ben T. is our "behind the scenes" valued employee. Ben is critical in creating and maintaining our technology systems to ensure all client data is encrypted and secure. 

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