Carl D. Holborn has been named a Five Star Wealth Manager in Estate Planning in Milwaukee Magazine. This designation was determined by an independent research firm which sampled 40,000 high net worth individuals and 5,000 financial professionals in the Milwaukee Market. The research qualification process takes into account client evaluations based on nine categories, peer evaluations, regulatory compliance reviews, and a Blue Ribbon Panel review. Fewer than 7% of the professionals in this area are given this designation.
Carl is a shareholder with O’Neil Cannon and is the practice group leader for the Firm’s Tax and Succession Planning Practice Group.
