Join us in welcoming CARW member, David Kircher from Phoenix Financial Advisors. Read more about David below-
Name: David Kircher
David, the founder of Phoenix Financial Advisors, LLC received his Bachelor’s degree in Communication Arts from UW-Madison and his graduate MBA studies from UW-Milwaukee. David started his career at Marine Bank in 1976 where he stayed for over a decade in the commercial banking division. David continued his career in commercial banking for another 7 years and ultimately left to join Wisconsin Business Development Finance Corporation (WBD). David stayed at WBD for 20 years leading the Southeast Wisconsin effort to provide financial services for small to mid-market businesses and entrepreneurs.
Founded in 2016, Phoenix Financial Advisors, LLC is a small business consulting company that specializes in financing advice to established and startup businesses and those looking to expand or acquire. Phoenix Financial works directly with privately held and family-owned businesses structured as C Corporations, S Corporations, LLC’s, partnerships, and sole proprietorships. We provide business planning assistance and preparation of necessary financial reports to help clients obtain funding for company-specific projects.