The Morgan Kenwood Team
Our team is comprised of a group of talented individuals focused on serving clients under the visionary leadership of Lee Barczak, president and founder. Additional planners, with expertise as certified financial planners, and in the area of insurance provide Lee with assistance in plan development, technical analysis, and research. The heart and soul of Morgan Kenwood Advisors is the Client Services Team. They provide quality service to our clients through their personal attention. Other vital team members provide marketing and seminar support, plan client events, and perform all necessary administrative tasks to ensure our clients are served well.
Lee Barczak, RIA
President, and founder of Morgan Kenwood Advisors, LLC, has been teaching individuals for his entire career. He graduated from the University of Wisconsin Milwaukee and then worked seven years as an educator with Milwaukee Public School System. Due to his early interest in real estate investments, Lee worked as a Realtor while teaching. He also taught in the real estate field. Diversifying his own personal investments to stocks and mutual funds led to a career change. In 1982 Lee became a financial planner. He reached a strategic crossroad when he recognized the conflict facing many investors under the old investment centered paradigm.
He committed to creating an entity that truly put clients’ best interests first. Morgan Kenwood was created as a “client centered” financial service practice from which Morgan Kenwood Advisors, LLC evolved. Educating individuals to make wise financial decisions remains a cornerstone of the firm. Lee assists pre-retirees and retirees with a holistic approach that centers on each client's specific needs.
In the past, Lee has served on the Financial Board for the St Vincent de Paul Society, and on the board for The Parenting Network and In Tandem Theatre Company. Previous media experience includes the monthly column, Financial Savvy, for Renaissance Magazine; a weekly radio program, Financial Savvy, on WRJN, Racine and served as a panelist for the Milwaukee Journal Sentinel, Money Management 2003 Conference.
Financial Advisor, began his career in financial services by coordinating and assisting in Morgan Kenwood’s educational seminars. Constant exposure to these sound financial planning concepts led to Phil’s earning his Series 7 and Series 66 securities licenses and his Life & Health Insurance license to prepare him to assist in servicing Morgan Kenwood clients. Phil is currently pursuing the Chartered Financial Consultant (ChFC®) designation and is teaching Dave Ramsey’s Financial Peace seminar at his church in Delafield. Phil’s greatest investment success has been in his wife of 31 years and their 4 children and grandchildren.
Judi Kasun, Accounting Manager
Elsa Clemente, Client Services Manager
Tina Morris, Client Service Associate
Suzanne Caldwell, Client Service Associate
Sarah Trebbe, Client Concierge
Jonathan Zweifel, Administrative Intern