Broker Check

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 was a Navy chief), he was raised in Waukesha,Wi on a small farmette. Shawn spent a semester of college studying and playing rugby in Scotland.  He graduated from UW-LaCrosse with a major in finance.  A short stint with Roadway Trucking as an operations manager honed his organizational and managerial skills.  His finance career began with an internship with AXA/Equitable (his parents were his first clients). He then worked as a financial advisor for a local credit union.  That experience pushed him to venture out and develop his own unique approach to advising clients.  He and Tamara co-founded Skye Financial Services, Inc. with the goal of providing clients the opportunity to explore and define their financial destiny.

Shawn has his Series 6, 7 and 26 securities licenses and insurance licenses,  As an Enrolled Agent, Shawn has earned  the privilege to represent taxpayers before the Internal Revenue Service.  He educates clients on efficient tax planning throughout the year.

Shawn is married to Tamara (having been wed wearing a kilt on the Isle of Skye) and enjoys traveling to any destination in the world.  He surrounds himself with his close-knit family and is constantly tinkering with home projects.  For the past 19 years he had coached youth football and for 7 of those years he also  coached high school varsity lacrosse.   

Fun Fact:  Shawn has started stalking walleye on Oconomowoc Lake .

Contact Shawn to start the conversation!

 

Tamara R. MacDonald

CFP®

262.646.5448

866.373.8715

 

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 education and client involvement with the financial process.  Born in New Orleans, Louisiana ,( her dad was an Army Private First Class), and grew up in Menomonee Falls, WI. She started her financial career as a bank teller in high school.  After receiving her business degree from Marquette University, she worked in different customer service areas within the bank.  She earned her Series 7 working at an “old school” brokerage office; Frederick and Company.  Excited to apply her knowledge of the investment markets, she accepted a financial advisor position with Firstar Bank (now USBank). In 1995 she became a CERTIFIED FINANCIAL PLANNER PROFESSIONAL  and left the bank to develop an investment services program for a credit union.  Reflecting on her experience and desire to work independently for clients; she collaborated with Shawn MacDonald to create Skye Financial Services, Inc. to focus on helping clients reach their financial goals.  Their professional diversity provides clients an analytical approach to accomplish their unique goals.   

Tammy has a Series 6, 7, and 24 license and insurance licenses.

Tammy and Shawn are married and live in Oconomowoc, Wisconsin.  Tammy enjoys traveling anywhere with her husband and her favorite destinations are Sanibel Island and Scotland.  She stays grounded (no puns intended) by pruning and planting  in her perennial  gardens  or spending time  doing  just about anything with their amazing kids and grandsons .

Fun Fact:  Her favorite book series is “The Outlander” by Diana Gabaldon.  Favorite movie: Braveheart

Contact Tammy to start the conversation

 

Don't Pay Attention To the Man Behind the Curtain

Technology

262.646.5448

866.373.8715

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.   Fun Fact:   Thank you, Ben, for your service to our country as a Marine.