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Karley is instrumental in the day-to-day operations and work flow of the business and handles all service and processing needs for our clients. In addition, she brings a depth of knowledge in Marketing and Advertising and assists with all branding and marketing initiatives.
Karley graduated from the University of Nebraska-Lincoln in May 2017 with a bachelor’s degree in Journalism & Mass Communication with a Major in Advertising and Public Relations. During her four years at UNL, she served on the Executive Board of her sorority and was selected to be an Account Executive for the student ran Advertising Ageny, Jacht.
Outside of work, Karley enjoys watching documentaries, attending concerts and traveling around the US visiting friends.
Karley Isenberg provides administrative support services only.
For over 20 years, Scott has worked as a financial professional and is the founder of W.I.T. Capital Management. The foundation of the business was built along the premise of his favorite motto in life “You never really find yourself until you give yourself away”.
The concept of W.I.T. Capital Management is not to be everything to everyone, but instead we strive to be a trusted partner to a select few. One of the characteristics that Scott is most proud of is that every client can be traced back to the first. Building strong relationships, treating every client equally and treating every dollar as if it were his own is the philosophy Scott stands behind. He has always believed in “radical transparency” and being honest and frank, even when it’s uncomfortable.
Scott is involved in every aspect of the business; however his primary focus is investment strategy, risk analysis, asset management strategies, and business succession planning. He has dedicated his professional career to forming relationships with his clients and is grateful to have the opportunity to work with them.
Scott graduated from Creighton University and obtained The Wharton Certificate in Retirement Planning from the Wharton School of Business in 2006. Additional professional licenses attained include: State Life & Health, FINRA Series 7, 6, 63, 65 and 24 registrations.
CA Insurance License #0G52589
Kylee Simon joined W.I.T. Capital Management in November of 2007 as a junior in college. She graduated from University of Nebraska-Omaha in 2009 with Finance & Banking degrees. Since joining W.I.T., Kylee has acquired the following registrations and licenses: Series 7, Series 66 & Life & Health.
As Marketing Director, Kylee was instrumental in developing and refining the W.I.T. Capital brand in 2009. She continues as the project lead on all decisions regarding the WIT Capital image, marketing and communication initiatives.
With a referral-only business, the vision for W.I.T. Capital focuses around our existing clients and expanding their experience with our firm. As the Client Relations Manager, Kylee sets the tone for the quality and character of our client relationships. We practice “Quality over Quantity” and focus on maintaining and continuously expanding our relationships as we grow our business.
Kylee is also the manager of our Estate Planning Strategies process. She is intricately involved with our clients and their families in coordinating key discussions with their attorneys regarding wealth transition and end of life decisions. Kylee works to identify client objectives and assists in developing strategies to meet their needs.
Kylee Simon is registered with AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and provides administrative support only.
Tony Sueck joined the team in 2005 as a Para-Planning Professional focusing on the development and implementation of individual financial analysis and planning strategies. Over the past 10 years he has developed specific and customized processes that include: monitoring, measuring, analyzing and addressing complex client objectives, and reporting financial progress to our clients and families. Tony also assists our investment professionals in ensuring a client’s custom investment policy aligns with the financial plan’s objectives.
In addition to responsibilities associated with individual families, Tony spends time working with our corporate clients assisting with personalized strategies ranging from compensation calculations for key executives, benefit analysis, profit and loss analysis, to customized data reporting.
Tony is registered with the FINRA holding Series 7, 66, State Life & Health and has also obtained a Retirement Income Certified Planner (RICP) designation. He graduated from Iowa Western Community College in 2000.
Anthony Sueck is registered with AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and provides administrative support only.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
Misty Newman was recruited by Scott Sladovnik in 2006 as a Practice Manager. During 2006, the team was part of a producer group and Misty’s responsibility was to streamline operations, evaluate the staff, reduce costs and develop a business plan. In 2007, W.I.T. Capital Management, llc was formed & Misty began adding high quality professionals that now focus in all aspects of the business.
Misty has remained the Business Manager and while involved in every aspect of the firm, several of her key responsibilities include: managing human resource related issues, management of company finances, general operations and strategic planning initiatives. With her extensive business experience, specifically in the financial industry, W.I.T. Capital has been able to exceed all growth objectives while maintaining a comprehensive and acute focus on our existing business responsibilities.
As a working mom, Misty understands firsthand the demands that everyday life places upon her in regards to family and finance. Assisting our clients and families achieve their financial goals as well as ensuring there is a legacy for generations to come is a focus of her professional dedication and goals.
A graduate of Iowa State University with a degree in Finance, Misty also holds her professional licenses in State Life & Health and FINRA Series 7 & Series 66 registrations. Misty Newman is registered with AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC, and provides administrative support only.