Stanley Zurawski is the Vice President of American Financial services, in Brookfield, Wisconsin. He assists in the analysis of client portfolios, including: Roth, Traditional, SIMPLE, SEP, 401(k), and College 529 plans. In addition, Stanley helps analyze asset allocations for non-qualified positions, including individual stocks/bonds, exchange traded funds, mutual funds, and separately managed accounts.
Prior to joining the firm, Stanley earned both his Accounting and Finance degrees from Marquette University, with High Honors. He also studied and earned a specialized designation working through the school's Applied Investment Management Program. Here, he managed equity and fixed income portfolios for the school, was trained in quantitative research methods and economic relationships and financial statement analysis. This also included valuing assets calculated measurements of risk and return, and key elements of the portfolio evaluation and management process. Stanley oversees the operational Estate Planningn functions of the firm on a daily basis. He assists in tax analysis and preparation for clients. He also coordinates the investment, insurance and related administrative duties for the staff.
Stanley married his wife Cathy in 2009, and is a resident of Brookfield, Wisconsin. They have two daughters, Genevieve and Anastasia. He is the assistant coach for the varsity women's basketball team at Pius XI High School, and enjoys golfing with clients, attending Marquette men's basketball games, and spending time with his family.