By Kevin B. Perlberg, CFP® Money, and how much or little you have, can significantly affect your quality of life. It determines what options are available to you, drives your decision-making, and can give you either security and confidence or headaches. I learned this...
Kevin established Blackhawk Capital Partners in 1987. Kevin specializes in wealth protection strategies encompassing asset management, financial, estate and tax planning. Kevin has 30 years of experience in the securities and financial services industry. He works closely with successful, affluent individuals, assessing their personal and business planning needs.
Prior to founding Blackhawk Capital Partners, Kevin dedicating much of his career to educating the professional community on all aspects of risk and asset management, he owned and operated the Wisconsin chapter of the CPALAW FORUM. Kevin also collaborated on the publication of “Wealth Protection MD”, a guidebook for the unique risks inherent to medical professionals and medical offices. Kevin has written many articles relating to the risk management concerns of physicians and business owners for leading industry magazines such as: Physicians Practice Journal, Hematology & Oncology News and Issues, and Nephrology News.
Kevin brings the experience of 25+ years as a Certified Financial Planner (CFP®) professional with FINRA licensed series 7, 63 and 24. He is also a Registered Principal with United Planners. His strong educational background includes business studies at Northwestern Business College, University of Wisconsin at Milwaukee and Cardinal Stritch University.
Susie joined the Blackhawk Capital Partners team as a Senior Vice President – Wealth Advisor. Prior to joining Blackhawk, Susie was a Wealth Advisor for Beacon Pointe Wealth Advisors and Director of Wealth Management in Arizona for Enterprise Bank and Trust. Susie began her education at the College of Charleston in Medical Technology. Focusing on the Financial Services industry, she completed her Chartered Life Underwriter (CLU) designation in 1984, Charter Financial Consultant (ChFC) designation in 1985 and became a Certified Financial Planner (CFP®) in 1990.
Susie’s specialty areas include consulting and assisting in the implementation of tax-favored legacy plans for affluent individuals, creating Professional Investment Management solutions that fit each client’s goals and objectives and asset protection used in estate planning.
Susie lives in North Scottsdale with her Border Collie, Cotti. She enjoys singing in the church choir, hiking, golfing and Arizona sunsets.
Mindy joined Blackhawk Capital Partners in January of 2013. As office manager, she is responsible for human resources, bookkeeping, compliance, and ensuring that day-to-day operations are completed with efficiency. Mindy is at the helm of most of the internal processes within the company.
Mindy resides in Fredonia, WI with her husband, Brent and two children Mariska and Landon. She enjoys spending time with her family, mini golfing, swimming in the summer and building snow forts in the winter.
Trace is a partner at Blackhawk Capital Partners and brings over 20 years of experience working with clients and incorporating strategies designed to address asset management, financial, estate, and tax planning. Trace is entrepreneurially driven and uses this expertise in working with affluent business leaders on managing their wealth both personally and within their businesses. Trace works closely with clients by employing a needs-based process that focuses on helping them identify goals and assembling a plan to accomplish them.
Trace also brings the experience of a Certified Financial Planner (CFP®) professional with FINRA licensed series 7, 66, 24 and 53. Trace received his Masters of Business Administration (MBA) from Marquette University and his undergraduate degree from the University of Minnesota.
Trace is a Wisconsin native and serves on the Board for the Vince Lombardi Cancer Foundation as a past president and as a co-chair for their Food & Wine Experience. He and his wife, Katie, reside in Brookfield, WI and have three daughters, Sophia, Emelia, and Isabel.
Chris serves as Portfolio Manager of Blackhawk Capital Partners. Chris also chairs Blackhawk Capital Partners’ Investment Committee and manages the implementation, execution, and investment strategy of client portfolios. As Portfolio Manager, Chris is responsible for the development and maintenance of Blackhawk Capital Partners’ investment philosophy and policy, and has developed unique and innovative investment strategies which allow Blackhawk to take advantage of the constantly changing investment landscape for our clients.
Chris is responsible for research of investment trends and opportunities, monitoring managed portfolios, and communicating updates on securities and managers to the Blackhawk team. He has been serving affluent families and individuals since 2002. He believes strongly in providing clients with honest, straightforward, and meaningful service that is appropriate to their particular financial situation. He works closely with clients and other advisors to develop an individualized investment plan that is tailor-made for clients’ current and future needs.
Chris received bachelor’s degrees, with high honors, in finance and accounting from Indiana Wesleyan University where he was selected as Outstanding Finance Major by the finance department faculty. He is FINRA licensed series 7 and 66 and has completed the educational requirements for his CFP® certification. He is also a Registered Representative of United Planners.
Chris is active within the community and volunteers at the local humane society. He has also volunteered with Habitat for Humanity and made trips to Honduras where he worked with a team building schools. He enjoys an active lifestyle that includes mountain biking, hiking, and lifting weights. Chris is a former multiple time Arizona state powerlifting champion and held a number of powerlifting records for USA Powerlifting and other federations. His greatest joy is spending time with his wife Tiffany, their two young children, and two dogs.
Lynn joined Blackhawk Capital Partners in 1999 and has been in the financial services field since 1993. She is responsible for ensuring and improving the productivity and efficiency of the firm, while focusing on retaining and strengthening client relationships. Lynn provides administrative support for company sponsored 401(k), Defined Benefit and Qualified plans. Lynn lives in Jackson, Wisconsin where she focuses the majority of her time on renovations to her real estate property, participating in community events, reading, traveling and enjoying her many nieces and nephews.
Tom M. Kueht Tom is VP, Wealth Investment Advisor with Blackhawk Capital Partners. During Tom’s 40 plus years in the financial services industry, Tom has learned to address the client’s needs while adapting to changing market conditions and changes in the client’s personal economy. Tom believes that success can be best measured from results, that the client’s best interest always comes first.
Tom attended St. Norbert College in DePere WI, graduating with his bachelor’s degree in Economics. He has been recognized as a Five Star Wealth Manager in surveys conducted by Milwaukee Magazine and OnMilwaukee.com.
Tom and his spouse Kathie live in the historic Washington Highlands area of Wauwatosa, Wisconsin. They are proud parents of Tim Kueht and Kristin (Rob) Zeman along with their four grandchildren.
Makenna joined Blackhawk Capital Partners in 2021 after graduating from Arizona State University with a BA in Business. Makenna is the client concierge and provides back office and administrative support. She is responsible for logging client information and assisting clients through the onboarding process. She also is responsible for account maintenance, clerical tasks such as answering phones and responding to emails and completing daily administrative tasks as they arise.
Makenna is an Arizona native and enjoys hiking, traveling, and cooking. She also loves spending time with her family, her boyfriend Corbin and their puppy, Gracie.
Matthew joined Blackhawk Capital Partners in 2021 as Portfolio Administrator and has been in the financial services field since 2019. Matthew conducts trading, is responsible for advisory fee billing, and ensures client portfolios are allocated to advisor specifications. Matthew also provides direct support to the Portfolio Manager in research, model management, and analysis. He is FINRA Series 7 and NASAA Series 66 licensed. He is also a Registered Assistant of United Planners.
Matthew lives in Scottsdale, Arizona and enjoys spending his free time skiing, camping, and writing.