Bultman Financial

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About Us
   - History
   - Officers
   - Staff

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Officers

Mary Kay Bultman, R.N., MS, MBA, CLTC

Mary Kay Bultman is the Chief Executive Officer and President of Bultman Financial Services, Inc. (BFS).

She is the first registered nurse in the state of Wisconsin to receive the designation "Certified in Long-Term Care (CLTC)" from the Corporation for Long-Term Care Certification -- a corporation established by the National Academy of Elder Law Attorneys to provide professional training for the use of long- term care insurance in financial planning.

Mary Kay has a Masters Degree in Nursing, with an emphasis in gerontology, and is a member of the Wisconsin Nurses Association. Her experience includes over 25 years in nursing and health care management, in both nursing home and home health care settings.  Her extensive background in health care has prepared her to advise and educate individuals, businesses and associations on the proper use and selection of long-term care insurance plans.

Mary Kay is  a graduate of the UW-Milwaukee Executive MBA program, and served as the president of the EMBA Alumni Association from 1996 to 2001. Her BSN was obtained from Alverno College.

She enjoys gardening, golfing, cooking and spending time with her family.

Email Mary Kay to discuss long-term care insurance.

Ralph D. Bultman, CPA\PFS, CLU, ChFC

Ralph Bultman is Vice President and Treasurer of BFS. 

He has over 30 years experience in the financial services industry. Prior to starting BFS with his wife Mary Kay, Ralph served as Director of Financial Planning Services for Godfrey & Kahn, S.C., a major Milwaukee law firm. He began his career as an auditor at Arthur Young & Company and also spent five years with MGIC Investment Corporation.

Ralph is a member of the American Institute of Certified Public Accountants (AICPA), Wisconsin Institute of Certified Public Accountants (WICPA), and the Milwaukee and Waukesha Estate Planning Councils. He is a graduate of the University of Wisconsin-Milwaukee.

He truly enjoys studying insurance and estate planning solutions, Harley's, travel and spending time with his family.

Email Ralph to discuss how life, disability or long-term care insurance may help you achieve your financial goals.

Corrine Bultman, BA

Corrine Bultman is Vice President and Secretary of BFS.               

Her area of emphasis is level term life insurance, long-term disability insurance and retirement planning.  She enjoys working with young attorneys on their financial planning needs.

She relishes helping clients because she understands the difficulty of planning for one's future.  She works to make the process as simple and seamless as possible.

Corrine worked in public relations for a national non-profit organization before joining BFS in 2003.  She moved back to Milwaukee after eight years in Minneapolis.  She loves the Milwaukee area and the opportunity to work with her parents.  She enjoys running, independent films and home improvements.

Email Corrine to discuss how life, disability or long-term care insurance may help you achieve your financial goals.

Major Clients

State Bar of Wisconsin - BFS is the administrator for the 20,000 member State Bar of Wisconsin term life, disability and long-term care insurance plans. Over 3,000 members and spouses have been covered by one of the plans endorsed by the State Bar of Wisconsin offered by BFS.

Harley-Davidson, Inc. - BFS is the agent for all the group life and disability insurance plans covering the 8,000 employees of Harley-Davidson, Inc. Ralph handles the executive life insurance plans and participates in the financial counseling provided by the company to its top executives.

 
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