Financial

HUB International Midwest Limited’s financial services advisors provide our clients with diversified solutions. We understand the complexities and can advise you on the many challenges that face both you and your business. We have extensive years of experience helping our clients achieve strategic goals through wealth management, investment management, retirement plans, estate planning and succession planning for your business.

Solutions

We understand the challenges and opportunities individuals and businesses encounter when planning for the future. We can work with you to help you achieve your financial goals. Some solutions include:

  • Wealth Management - Our financial advisors can work with you to plan for reaching your financial goals. Our comprehensive strategy explores the complexities of planning for and managing your investments, tax & accounting, estate planning and risk objectives.

  • Business Solutions- Our financial advisors help you to plan for the risks and future of your business.
    • Executive Benefits Programs - We partner with you to design executive benefit programs to provide tools to reward, recruit and retain key team members.
    • Retirement Programs - We can advise you on appropriate investments, plan design and communication that fit with your culture and employees.
    • Succession & Estate Planning - Our expertise encompasses a variety of disciplines including business succession and estate planning.
  • Investment Management - Our financial advisors aim to give you the flexibility to invest wisely to maximize returns while minimizing your risks. We offer unbiased recommendations that best match your risk tolerance and investment goals.

Donald C. Hammond, CFP®

 

Executive Vice President, Financial 
Financial Advisor

Donald Hammond is an Executive Vice President on the Financial team. He has more than 19 years of experience with a particular focus on Financial Planning, Investment Management and Retirement Plans. Previously, Mr. Hammond has served as an Adjunct Professor at the University of Wisconsin-Oshkosh. Currently, he serves on the Board of Directors as the VP of Development with Sheboygan County Rebuilding Together, President of the City of Sheboygan Common Council and Board of Trustees with University of Wisconsin-Sheboygan Foundation. He also was Past-President of Sheboygan Downtown Rotary Foundation and Sheboygan Area Big Brothers/Big Sisters where he still serves on the Board of Directors. He is also a member of Aurora Health Foundation, Sheboygan Estate Planning Council and Sheboygan Downtown Rotary Club.

Education

  • B.B.A., University of Wisconsin - Whitewater (Magna Cum Laude)
  • M.B.A., Marquette University

Certifications/Licenses

  • Certified Financial Planner (CFP®); Health & Life; Property & Casualty; Securities Licenses: Series 6, Series 7, Series 63, Series 65 registrations with Financial Telesis, Inc.

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