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The Fiscal Concierge LLC

We are a professional bill paying service with a specific focus on keeping seniors in their own homes through their retirement years.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location Manitowoc, WI, USA
  • Currency USD
  • Founded July 2006
  • Employees 12
  • Website

Company Summary

The Fiscal Concierge’s mission is to provide the highest level of personal bill paying services, peace of mind, and security. We are able to establish a successful partnership with our clients, staff members and the vendors of our clients that respect the interests and goals of each party. Our goal is to make certain the bills are paid on time with a commitment to excellence and integrity.


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    Jim Nickels

    Jim has more than 30 years experience in the investment services field. While in the securities industry for more than 24 years, Jim developed a highly successful team that won numerous sales and industry awards. He founded The Fiscal Concierge in 2006 to help fill a void in the marketplace.

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    Paul Wallander

    Paul has more than 30 years experience in the healthcare field as controller and CFO, with 16 years as Vice President of Finance and Assistant Administrator for Affinity Health System in Appleton, WI. Paul’s experience in the healthcare field has given him a thorough understanding of the myriad issues facing seniors today. Paul is responsible for all Operations in the state of Florida.

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    David Drap
    Vice President of Sales

    Dave has more than 25 years of experience in the health, wellness, and membership annuity fields. Dave was a Senior Director of Corporate Business Development for 10 years with Life Time Fitness mainly focusing on strategic partnerships and bringing health and wellness to the corporate world with accounts ranging from 1,000 to 200,000 employer groups.


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    Foley and Lardner Law Firm