Co-Founder, Director of Client Relations
From a young age, Dan was involved in his family business. As the son of a high school math teacher and Chicago businessman, Dan became passionate about financial success. When his family faced financial struggles, it further ignited his passion and sent him to pursue an education in finance. After pursuing a B.B.A. in Finance at the University of Wisconsin – Whitewater, Dan entered the banking industry and joined a Madison-based wealth management firm, working in operations and client relations. He’s led a successful career and holds a Series 65 license and a number of insurance-related licenses. In 2016, he was awarded the Miriam Shulman Singer leadership award and was inducted into In Business’s “40 under 40” Class of 2017 and JFNA National Young Leadership Cabinet 2019. He resides in Verona, Wisconsin with his wife Carey, their daughter Leyora, and their gang of adopted animals.
Timothy Bickmore, CFP®, CPWA®
Co-Founder, Director of Financial Consulting
While growing up in Salt Lake City, Utah, Tim learned the value of hard work from observing his parents. Tim’s mother worked as a nurse and his father took on double duty as both a firefighter and an entrepreneur in his free time. When he was away from the force, Tim’s father owned and operated a tile business that would eventually motivate (or rather, require) an eight-year-old Tim to start cleaning buckets. Later in his life, Tim would find a new opportunity in the chance to play collegiate football in Wisconsin at Lawrence University. While the sport brought him to a new state, Tim found an old passion and eventually received a B.A. in Economics. He then entered the banking industry and accepted a position at a large, independent wealth management firm. Later, Tim was recruited to Madison to create and head the financial planning division at a smaller firm. He currently holds a Series 65 license and is a CERTIFIED FINANCIAL PLANNER™ or CFP® and a Certified Private Wealth Advisor® or CPWA® professional. Tim is also a
board member of DAMA and resides in Monona, WI.
Co-Founder, Portfolio Manager
Nathaniel developed his detail-oriented mindset when he first began analyzing stocks at 15 years old. This diligence followed to Kalamazoo College where he attended and graduated with a B.A. in History, a degree that encouraged him to practice his methods of researching any concept with discipline and efficiency. After graduation, he enlisted in the U.S. Marine Corps and completed active duty with honorable character. He then entered the securities industry as a Securities Analyst at a Madison-based wealth management firm, spearheading multiple initiatives in operations, compliance, and portfolio management. Nathaniel has rigorously studied the great value investors. Nathaniel resides in Madison, Wisconsin with his wife Ying.
Creative Director, Office Manager
Chaoying (Ying) was born and raised in Shanghai, China. Her mother, a skilled graphic designer and calligrapher, and father, a dedicated sound engineer, worked together to start their own advertising agency. After Ying won several national youth drawing competitions, she became part of the family business and assumed charge of the agency’s graphic design department. During college, she pursued a Bachelor’s degree in International Economic Law and worked for the Shanghai Women’s Federation outreach program. She created the Domestic Violence Victims database, which the Shanghai Women’s Federation still uses today. Later, Ying attended American University for an L.L.M degree in International Business Law in 2012. In 2015, Ying joined LBW as the Creative Director and Office Manager, where she leads all marketing design and daily operations. Ying lives with her husband Nathaniel in Madison.
Financial Planning Analyst
Jerard is from Fond du Lac, Wisconsin. As a Wisconsin native he decided to attend the University of Wisconsin-Madison where he earned a B.S. in Personal Finance. While attending school, Jerard had a call to serve his country through Army ROTC. Working hard throughout school, Jerard gained the work ethic and discipline it takes to become a leader in the United States Army. After joining the team through his internship, he is now a financial planning analyst where he uses the skills and knowledge he has accumulated throughout his life to help others through his profession. Jerard currently resides in Madison and will do so until starting his active-duty service.