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Our Team

Kevin B. Perlberg, CFP®

Managing Partner
(480) 257-1600

Established Blackhawk Capital Partners in 1987.

Kevin B. Perlberg, CFP® professional, specializes in wealth protection strategies encompassing asset management, financial, estate and tax planning. Kevin has 27 years of experience in the securities and financial services industry. He works closely with successful individuals, assessing their personal and business planning needs.

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Dedicating much of his career to educating the professional community on 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. He 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. *Neither United Planners nor Blackhawk Capital Partners offer tax advice. Please consult your tax advisor for specific guidance.

Donald (Trace) W. Tendick III MBA, CFP®

(262) 242-4487

Joined Blackhawk Capital Partners in 2010

Donald (Trace) W. Tendick III, MBA, CFP® professional, has 16 years of experience in the securities and financial services industry. He has dedicated his career to focusing on wealth protection incorporating strategies designed to address asset management, financial, estate, and tax planning.

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“For more than fifteen years I have worked closely with clients in the areas of asset management and wealth planning. I employ a needs-based process that focuses on comprehensive wealth management.”

Trace brings the experience of a Certified Financial Planner (CFP®) professional with FINRA licensed series 7, 66, 24 and 53. He is also a Registered Representative with United Planners Financial Services. Trace received his Masters of Business Administration (MBA) from Marquette University in 2001 and his undergraduate degree from the University of Minnesota.

Trace is a Wisconsin native and currently serves on the board of directors for Lombardi Cancer Foundation, Inc. Trace and his wife, Katie, reside in Brookfield and have three daughters, Sophia, Emelia, and Isabel.

*Neither United Planners nor Blackhawk Capital Partners offer tax advice. Please consult your tax advisor for specific guidance.

Susan S. Brousseau, CLU, ChFC, CFP®

Senior Vice President – Wealth Advisor
(480) 505-2011

Susie Joined Blackhawk Capital Partners 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. She previously held a Series 6, 7, 63 and 66 license.

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She currently holds life, health and long term care insurance licenses with Blackhawk Capital Partners. Her specialty areas include…

Consulting and assisting in the implementation of tax-favored legacy plans for affluent individuals, professional investment management solutions that fit each client’s goals and objectives, asset protection used in estate planning.

Susie lives in North Scottsdale with her husband, Ken, and their two rescue Senior Shelties, Bettis and Maggie. She enjoys singing in the church choir, hiking, golfing and Arizona sunsets.

Christopher D. Nei

Portfolio Manager
(480) 257-1602

Christopher D. Nei is the Portfolio Manager of Blackhawk Capital Partners. Chris chairs Blackhawk Capital Partners’ Investment Committee and manages the implementation, execution, and ongoing support of client portfolios. As Portfolio Manager, Chris participates in the development and maintenance of Blackhawk Capital Partners’ investment philosophy and policy.

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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 will truthfully develop and show the opportunities available to each client with an individualized plan that is tailor-made for their 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 previously volunteered with Habitat for Humanity and has made trips to Honduras where he worked with a team building schools. He enjoys an active lifestyle that includes hiking, biking, golfing, lifting weights and spending time with his wife, Tiffany, and their three dogs.

Lynn M. Estrada

Operations Manager
(262) 242-4487

Lynn joined Blackhawk Capital Partners in 1999 and has been in the financial 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. She offers administrative support for company sponsored 401(k), Defined Benefit…

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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

Vice President – Wealth Advisor
(262) 242-4487

During Tom’s 30 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 clients best interest always comes first.

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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

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.

Tom is a registered representative with United Planners Financial Services and an Investment Advisor with Blackhawk Capital Partners. He holds the following certificates and Licenses: Series 7, 63 Securities Licenses, Series 66 Investment Advisory, Annuities, Life and Long-Term Care Insurance.

*Neither United Planners nor Blackhawk Capital Partners offer tax advice. Please consult your tax advisor for specific guidance.

Investment Strategy

Blackhawk Capital Partners values long term relationships with our clients. We recommend personalized investment strategies. Each investment strategy has a blended benchmark which we seek to beat over the long term. We manage strategies covering the full range of investment objectives which allows us to specifically address individual client needs.

Targeted Results

Our targeted results:

  • Enhanced Wealth
  • Increased Cash Flow
  • Reduced Tax Liability
  • Improved Security
  • Lowered Expenses

Blackhawk Capital Partners uses a results oriented process of identifying and capitalizing on successful planning opportunities. We measure success based on our results.

What Financial Documents Should You Keep On File?

  • Investment Statements
  • Bank Statements
  • Credit Card Statements
  • Mortgage Statements
  • Social Security Benefit Statements

You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system,” you may have a tough time keeping tabs on your financial life.