Our Firm & Our Team
Pavlic Investment Advisors manages stock, bond, and REIT portfolios with the objective of maximizing returns while minimizing risk and keeping investment fees low. We are a privately owned investment manager with over 50 years of combined investment experience and many long-term multi-generational client relationships. We are a Fiduciary—meaning it is imperative that we always act in the best interest of our clients.
Pavlic Investment Advisors specializes in offering high touch wealth management and investment advisory services for our clients. Our experienced investment advisors leverage their career backgrounds in managing mutual funds, performing individual stock research and analysis, and developing portfolio construction models to drive the best long term results for our clients. We invest our assets alongside client assets with prudence and integrity, with the goal of delivering superior investment performance combined with a low and transparent fee structure.
Meet Our Investment Team
Richard Schiller, CFA CPA
President
Richard C. Schiller, CFA, CPA, serves as President and Senior Wealth Advisor for Pavlic Investment Advisors. In this role, he focuses on investment research and analysis, client asset allocation, business operations, compliance, and client communications. Previously, Dick served as Director and Global Research Analyst with Duff & Phelps Investment Management in Chicago, where he focused on investing in public real estate companies in the United States. Prior to that, he worked at Robert W. Baird in a similar capacity.
Dick has earned the Chartered Financial Analyst (CFA) charter holder—the highest standard in security analysis—and is also a Certified Public Accountant (CPA). Dick is active in the community volunteering on Rogers Behavioral Health Foundation Board.
In his free time, Dick enjoys spending time with his wife Madelyn and two kids Charlotte & Theodore. Spending time in the outdoors at the beach in the summer or ski hill in the winter is how they spend their time together.
Email: Richard@pavlic.com
Phone: 262-646-4300 / 847-772-4505 (c)
William R Warnke, CFA
Senior Wealth Advisor
William (Bill) R. Warnke joined Pavlic Investment Avisors in 2026 coinciding with Pavlic’s acquisition of Warnke/Nichols, Ltd., the firm Bill co-founded in 1993.
With over 50 years of industry experience, Bill’s distinguished career includes roles as Vice President at M&I Investment Management and an Investment Officer at both Marine Investment Management and Bituminous Casualty Corporation.
A dedicated leader in the investment management industry, Bill is a Chartered Financial Analyst (CFA) and a Past President of the CFA Society of Milwaukee, where he has also served as Vice President, Treasurer, and Program Chair. He served many years as a CFA exam grader and is a recipient of the Society’s Distinguished Achievement Award.
Outside of the office, Bill enjoys spending time with his son, three daughters and nine grandchildren. He loves the outdoors, particularly at his getaway in Michigan’s Upper Peninsula—a place that keeps his phone filled with endless photos of the sunset.
Email: bwarnke@warnkenichols.com
Phone: 262-646-4300 (o)
Terence V Pavlic, CFA
Founder
Terry Pavlic founded Pavlic Investment Advisors in 1997. He has over 37 years of investment management experience, including as a Vice President of a trust company, a Mutual Fund Portfolio Manager and an Industry Analyst covering banking, insurance, credit-card issuers, railroads, airlines, truckers and consumer goods companies.
He received his BS in Finance from Marquette University in 1982, his MBA in Finance from DePaul University in 1984, and his CFA Designation in 1987. He was a lecturer in the business school at the University of Wisconsin-Milwaukee. He was a past president of the CFA Society of Milwaukee, past chair of the Financial Analysts Federation and a past member of the CFA Institute’s board of governors. He has served on many committees and has earned the Institute’s Certificate of Achievement for 28 consecutive years.
Phone: 262-646-4300 (o)
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