Dan is no stranger to family business, as he grew up in such a setting. Along with being the son of a high school math teacher, he naturally strives for educational awareness surrounding financial strength and comfortability. When his family faced financial struggles as a child, his passion for understanding behavioral finance ignited and led him to pursue a B.B.A. in Finance at the University of Wisconsin – Whitewater. Community is important to Dan, as is helping those in need. His work at LBW allows him to engage in helping people within the Communities we serve and provides him a canvas to teach others how to develop healthier financial habits and understandings. He currently holds a Series 65 license and several insurance-related licenses. In 2016, he was awarded the Miriam Shulman Singer leadership award and was inducted into In Business’ “40 under 40” Class of 2017 and JFNA National Young Leadership Cabinet 2019. He resides in Verona, WI, with his daughter Leyora, and a few large adopted animals, all of whom he loves very much.
Co-founder, Director of Client Relations
While growing up in Salt Lake City, UT, Tim learned the value of hard work from observing his parents. Tim’s mother worked as a nurse and his father took on double duty as both a firefighter and an entrepreneur in his free time. Later in his life, Tim would find an opportunity to play collegiate football in Wisconsin at Lawrence University. While the sport brought him to a new state, Tim found an old passion and eventually received a B.A. in Economics. He then entered the banking industry and accepted a position at a large, independent wealth management firm. Later, Tim was recruited to Madison to create and head the financial planning division at a smaller firm. He currently holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ or CFP® and a Certified Private Wealth Advisor® or CPWA® professional. Tim resides in Monona, WI with his fiancé Becca and their sassy cat Taffy.
Tim Bickmore, CFP®, CPWA®
Co-founder, Director of Financial Planning
Co-founder, Portfolio Manager
Nathaniel developed his detail-oriented mindset when he first began analyzing stocks at 15 years old. This diligence followed to Kalamazoo College where he attended and graduated with a B.A. in History, a degree that encouraged him to practice his methods of researching any concept with discipline and efficiency. After graduation, he enlisted in the U.S. Marine Corps and completed active duty with honorable character. He then entered the securities industry as a Securities Analyst at a Madison-based wealth management firm, spearheading multiple initiatives in operations, compliance, and portfolio management. Nathaniel has rigorously studied the great value investors. Nathaniel resides in Madison, WI with his wife Ying.
Partner, Creative Director
Ying was born and raised in Shanghai, China. Her mother, a skilled graphic designer, and calligrapher, and father, a dedicated sound engineer, worked together to start their own advertising agency. After Ying won several national drawing competitions, she became part of the family business and assumed charge of the agency’s graphic design department. During college, she pursued a Bachelor’s degree in International Economic Law and worked for the Shanghai Women’s Federation outreach program. She created the Domestic Violence Victims database, which the Shanghai Women’s Federation still uses today. Later, Ying attended American University for an L.L.M degree in International Business Law in 2012. In 2015, Ying joined LBW as the Creative Director, where she leads all marketing design and daily operations. Ying lives with her husband Nathaniel in Madison.
Senior Financial Planning Analyst
Growing up in Waunakee, WI, just north of Madison, Gary spent most of his time outside of school helping his dad take care of his classic cars and boats. Learning about how to fix these machines and solve problems formed his early understanding of the world. In the 2008 financial crisis, Gary watched his father’s hotel business collapse and learned some valuable lessons about picking oneself back up after a tough period. Gary eventually worked his way through school, working at a premier Porsche race shop, kindling his love for small business. All these things amalgamated to his receiving a Bachelors in Personal Finance at the University of Wisconsin – Madison, a degree that will allow him to continue solving problems and helping people. Gary still lives in Waunakee and can always be found working on something in the garage.
Financial Planning Analyst
Growing up, Kennidy found that she loved puzzle solving, identifying patterns, and being creative. Kennidy studied at Florida State University where she received her Bachelor's in Sociology along with a minor in Anthropology and a certificate in Leadership Studies. Community involvement is very important to her, so she spent much of her time in college volunteering with children and animals while working at a small local coffee shop. Kennidy is passionate about helping others feel more secure and confident about their financial engagements and intends to accomplish that by facilitating a nonjudgmental and constructive learning environment. Kennidy currently resides in Madison, WI with her two adorable (and very naughty) cats, Apple and Turnip.
Financial Planning Analyst
Education has always been an interest of Caroline’s; it combines her passions for helping others and learning. Caroline grew up just outside of Madison in a small town called Oregon, WI. It was here that her passions developed while being a student and tutor for younger peers. Living through the 2008 financial crisis as a child gave her passion a direction when she realized she could help others improve their lives through financial planning. Caroline always dreamt of continuing her family tradition of attending the University of Wisconsin – Madison where she obtained a Bachelors in Personal Finance along with a Certificate in Entrepreneurship. When she’s not studying, she is most likely spending time with her dog, Dash, working in her garden, or relaxing on her boat.
Financial Planning Intern
Kyle is currently a student at University of Wisconsin-Madison pursuing a personal finance degree, specializing in financial planning along with earning a certificate in economic analysis as well as entrepreneurship. He is looking to get his CFP certification post-graduation.