SJA Financial Advisory, LLC
Meet Our Team



Mike Arnow, CPA, CFP®, MBA
 

Mike is an Owner of SJA Financial Advisory, LLC.  His core practice is comprehensive “fee-only” personal financial planning, meaning there are no products sold, nor commissions earned.  Mr. Arnow has an MBA in Finance from DePaul University and is a CPA and CFP® (CERTIFIED FINANCIAL PLANNERTM) licensee.  Mike has been a frequent guest on local public radio and TV, speaking on issues involving personal financial planning and taxes.  He is named one of Milwaukee’s top financial advisors in the Milwaukee Magazine, and is named by Medical Economics as one of "The Best Financial Advisers for Doctors."  Mike is a member of the Personal Financial Planning Section and the Tax Section of the American Institute of CPA's and is a member of the Financial Planning Association. 




Barry S. Sattell, CPA/PFS


Barry is an Owner of SJA Financial Advisory, LLC and the Chief Compliance Officer.  He is a CPA and PFS (Personal Financial Specialist).  The PFS credential is reserved for CPAs with current and lifelong learning and have depth and breadth of experience as well as technical expertise related to personal financial planning.  Barry is the CEO of Sattell, Johnson, Appel & Co, A CPA firm founded in 1954.  Barry graduated with high honors from the University of Wisconsin-Madison in 1974.  He earned the PFS designation from the American Institute of CPAs where he is a member of the Tax Section and the Personal Financial Planning Section.  Barry is also the chairman of the Professional Ethics Committee of the Wisconsin Institute of CPAs.





Matt Goihl, CFP®, ADPASM, MBA


Matt is an Owner of SJA Financial Advisory, LLC and the Chief Executive Officer.  He is a CERTIFIED FINANCIAL PLANNERTM licensee.  Matt has a BA from the University of Wisconsin-Madison and an MBA from the University of Wisconsin-Whitewater.  Matt is also an ADPASM (Accredited Domestic Partnership Advisor).  Matt’s core practice is comprehensive “fee-only” personal financial planning, meaning there are no products sold, nor commissions earned.  He has been in the financial services industry since 1994, with experience in financial planning and various areas in banking.  Matt is an active guest speaker for the Department of Family Medicine at the Medical College of Wisconsin.  Matt has participated in Collaborative Divorce cases as a Financial Neutral.  He was also named by Dental Products Reports as one of "The Best Financial Advisers for Dentists."
           





Joe Dailey, CFP®


Joe is an Owner of SJA Financial Advisory, LLC and the Chief Operating Officer. He is a CERTIFIED FINANCIAL PLANNERTM licenseeHe began his career in the investment and financial planning industry in 1995.  Before coming to SJA, Joe was responsible for managing and servicing client assets in excess of $450 million at Fidelity Investments in Brookfield, Wisconsin.  He has also conducted over two hundred seminars and workshops for organizations ranging in size from small private practices to Fortune 500 companies.  Joe is a graduate of Fairfield University with a Bachelor of Science degree in Finance.




Adam Dodge, CFP
®
           
Adam is an Owner of SJA Financial Advisory, LLC and is a CERTIFIED FINANCIAL PLANNERTM licensee. His core practice is comprehensive “fee-only” personal financial planning, meaning there are no products sold, nor commissions earned.  Adam began his career in the financial services industry in 2005 working as a Financial Planning Consultant at Fidelity Investments in Brookfield, Wisconsin. Adam is a graduate of St. Olaf College where he completed a Bachelor of Arts degree in Political Science and Multicultural Studies.



           



Amanda Taylor,CFP
®

Amanda is a CERTIFIED FINANCIAL PLANNERTM licensee.  Her core practice is comprehensive “fee-only” personal financial planning, meaning there are no products sold, nor commissions earned.  She comes to SJA Financial Advisory most recently from Fidelity Investments in Brookfield, WI where she worked as a Financial Consultant, helping clients manage their investment portfolios.  Amanda is a graduate of UW-Milwaukee, where she earned a BA in Economics.


           



Tim Van Volkinburg, CFA
®           


Timothy L. Van Volkinburg is a Portfolio Manager at SJA Financial Advisory and is also a Chartered Financial Analyst® (CFA).  He began his career at SJA Financial Advisory, LLC in August 2016.  Tim received a Bachelor of Arts degree in Marketing from Michigan State University in 1979 and a Masters of Business Administration degree from the University of Wisconsin-Madison in 1980.





Dan Zawidowski


Dan is the Operations Manager at SJA Financial Advisory.  Dan is a graduate of DePaul University where he received a Bachelor of Science degree in Finance. Dan has been working in the financial services industry since 2001 with a focus on client service and office operations for Registered Investment Advisors.





           
Nicole Brown, RP®


Nicole is a REGISTERED PARAPLANNER™ and an Operations Associate at SJA Financial Advisory. Nicole has been working in the Accounting and Finance field since 2013, and is a graduate from Bay de Noc Community College where she obtained her Associates Degree in Business Administration.






Kim Miller


Kim is an Operations Associate at SJA Financial Advisory, LLC.  Kim has her Bachelor’s Degree in Business Management from Cardinal Stritch University where she graduated Magna Cum Laude. Her past experience includes working for a captive automotive finance company in the capacity of customer service and dealer relations. She most recently worked for a law office where she managed the billing and collection responsibilities for the firm.