A talented team of professionals dedicated to a single goal – to exceed each client’s expectations.

Brian J. Cleven
Skip LeeWilliam J. Meland – Patrick R. SturmCara R. Wolenec

  • Brian J. Cleven

    Brian J. Cleven is CEO of Pillar Wealth Management Co.. Brian has extensive consulting, senior management, capital market and investment advisory industry experience gained over the past 30 years. Brian’s areas of expertise include financial planning, investing, diversification/asset allocation, risk management and client education. He is NASAA Series 66 Uniform Combined State Law Exam licensed.

    Brian attended the University of Wisconsin-Platteville and earned a Bachelor of Science in Electrical Engineering (BSEE). He is a licensed Professional Engineer (PE). Brian later attended the Kellogg School of Management at Northwestern University in Evanston, IL and received a Master of Business Administration (MBA).

    Brian and his wife Becky live in Sun Prairie and together they have two adult children. Brian enjoys outdoor activities throughout Wisconsin.

  • Skip Lee

    Skip has been helping his clients achieve their financial goals since 1994. He has earned many industry awards and recognition from the companies he works with as one of the premier advisors in the financial services industry. He believes in putting his clients’ financial needs first and providing the highest quality customer service.

    He attended UW-Platteville, majoring in Business Administration with an emphasis in Finance. For over 20 years, Skip has used his knowledge to help clients become more financially secure and protect their estates. Skip is also a Certified Estate Planning Professional, which required multiple hours of study to prove his knowledge of personal finance and estate planning.

    Skip is married to his wife, Brenda, who manages the family’s self-storage business, and they live in rural southwestern Wisconsin. Together they have 2 young, energetic children who are involved in a variety of team sports. When Skip’s not helping his clients, he and his family love to fish the local lakes.

  • William J. Meland

    William J. Meland founded Pillar Wealth Management Co., an independent fee based management firm, in 2001. Bill has over 20 years of experience in investment management focusing on asset allocation as well as estate planning, asset preservation, and risk management. Bill is passionate about helping people make financial decisions that are congruent with their principles, values and dreams and enjoys the long-term relationships he has with his clients.

    Bill attended the University of Wisconsin-Whitewater and Madison Area Technical College and received an Associate Degree in Finance. Since completing his education, Bill has been continually involved in the insurance and securities fields. He has successfully passed several securities-industry examinations including the FINRA Series 6 Investment Company/Variable Products contracts Limited Representative Exam, NASAA Series 63 Uniform Securities Agent State Law Exam and the Series 66 Uniform Combined State Law Exam. Bill is also licensed as an insurance agent in Wisconsin for life and health insurance.

    Bill and his wife, Doreen, live outside Verona with their three children. Bill is very involved in his church and enjoys coaching his children in various sports, playing basketball, golfing and other outdoor activities, spending time with his family and traveling.

  • Patrick R. Sturm, CIMA®, CPWA®

    Patrick R. Sturm is an owner and Chief Operating Officer (COO) of Pillar Wealth Management Co. Patrick has over 19 years of investment and capital market experience with a focus on understanding client’s values, goals and needs. He has equivalent experience applying in-depth capital market research, investor risk tolerance quantification and analysis, and tax awareness to develop tailored solutions. Patrick has attained the Certified Investment Management Analyst and Certified Private Wealth Advisor designations and graduated from Marquette University with a degree in Finance. He is NASAA Series 66 Uniformed Combined State Law Exam licensed.

    Patrick resides in Milwaukee and in his free time enjoys playing golf and cheering on the Packers, Brewers, and Marquette Basketball.

  • Cara R. Wolenec, CPA

    Cara R. Wolenec is the Office Manager of Pillar Wealth Management Co.. She has over eight years of experience in accounting and finance. Cara is NASAA Series 65 Uniform Investment Adviser Law Examination licensed.

    Cara attended Madison Area Technical College and then Upper Iowa University and earned her Bachelor Degree in Accounting. She is a licensed Certified Public Accountant (CPA) in the State of Wisconsin.

    Cara and her husband, Brian, are the parents of twins. She enjoys spending time with her family. Cara grew up on a farm in the rolling hills of Southwest Wisconsin.

“The achievements of an organization are the results of the combined effort of each individual.”

– Vince Lombardi