Book An Appointment
Whether you’re currently abroad, planning a move abroad, or just contemplating life as a U.S. expat, we welcome you to start your financial conversation by scheduling an introductory Zoom meeting or phone call with one of our advisors below. Our initial meetings have no cost or obligation. We want to get to know you better and determine if we are mutually a good fit.
If you know which advisor you’d like to meet with, you can schedule using their specific button in the ‘Our Advisor Team’ section below. If you’re unsure of who to schedule with, feel free to use the ‘Book Introductory Meeting’ button, and you can schedule with the first available advisor.
With the complexities around investment management, financial planning, and compliance, we generally will not take on clients below $250,000 in investable assets.
Our Advisor Team
If you are a current client, you can select the ‘Returning Client’ Zoom meeting or phone call option after clicking the schedule button below your advisor.
For prospective clients looking to schedule a time to meet with a specific advisor, use the introductory Zoom or phone call calendar option of that advisor.
STAN FARMER, CFP®, J.D.
SYL MICHELIN, CFA®
KEITH PONIEWAZ, Ph.D.
Get in Touch
Have a question regarding scheduling an appointment?
Feel free to send us a message, and we’ll get back to you as soon as we can.
Stan Farmer, CFP®, J.D.
Director of International Financial Planning | International Financial Advisor
Stan Farmer lives in Middleton, Wisconsin, the town he and his wife, Iracema, and three children have called home for the past six years. He grew up in Columbia, Missouri and Cedar Rapids, Iowa, but has lived and worked all over the world, from Minneapolis to Luanda (Angola), Dubai and Lisbon. He began his career as an attorney and first became a financial advisor in 2004, joining the Minneapolis office of Merrill Lynch.
After returning to the U.S., Stan joined Thun Financial in 2014, where he began to focus his advisory practice on providing financial planning and investment advice to U.S. expat clients all over the world. He has authored numerous articles and provided educational webinars on a variety of financial planning topics that have included cross-border estate planning, financial planning for mixed nationality couples, dividing retirement assets when divorcing abroad, cross-border philanthropy, and expatriation.
Stan is a graduate of Northwestern University, where he majored in Economics. He also holds a masters degree in government administration (MGA) from the University of Pennsylvania and a law degree (JD) from the University of Iowa. He is fluent in English and Portuguese.
Stan enjoys taking care of his 100+ pets (African cichlids) and he is completely obsessed with cycling the many paved, gravel, and dirt trails that run throughout Wisconsin when the weather permits, and riding inside with Zwift and his stationary trainer when it doesn’t.
Syl Michelin, CFA®
Director of Portfolio Strategy | Financial Advisor
Syl’s wealth management journey began in 2007 when he joined Citi Private Bank. He would spend the following decade with Citi working as a Private Banker in some of the world’s financial hubs: Geneva, London and most recently New York City. In 2018 he joined Thun Financial as an International Investment Advisor and became a member of the firm’s investment committee.
In 2020 he joined Walkner Condon with the goal of building a client-centric practice in a boutique environment. With the ever-increasing complexity of cross-border investing and planning, Syl’s goal is to be a partner in his client’s success: simplifying their financial life so they can focus on what’s important to them, whether that’s running a business, focusing on their career or just spending time with family.
Syl was raised in France and graduated from the New York Institute of Technology. He holds the Chartered Financial Analyst designation and is a member of the Madison CFA Society.
Syl lives in Madison with his wife Melanie. In his spare time, he enjoys running and spending time in the Wisconsin outdoors. He was once an okay golfer, and also has created his own variety of yet unnamed cheese, which could be his claim to fame.
Keith Poniewaz, Ph.D.
DIRECTOR OF INTERNATIONAL ADVISORY SERVICES | FINANCIAL ADVISOR
Keith Poniewaz joined Walkner Condon in January 2019 to oversee their newly created Walkner Condon International Team.
Keith has been a financial advisor since 2014 and has previously been employed at Merrill Lynch and Thun Financial where he worked with high net worth individuals in both the United States and abroad.
Before becoming a Financial Advisor, Keith was a professor of literature and language at several universities and colleges both in the United States and in Europe. His most recent appointment was as Visiting Professor of French at Ursinus College outside of Philadelphia.
A native of Madison, Wisconsin, Keith is a graduate of the University of Chicago (A.B. with Departmental and College Honors) and the University of Pennsylvania (M.A. and Ph.D. in Comparative Literature). In addition to English, he speaks French and Spanish.