Founder & President
Founder & President
Konrad Zagzebski, CFP®
is the Founder and President of Shellcrest Financial. Beyond steering the firm's strategic vision, Konrad works directly with clients to design tailored asset allocation strategies and comprehensive wealth plans. He is particularly passionate about collaborating with multi-generational family business owners, working to ensure that every generation feels heard, understood, and aligned.
A proud Wisconsin native, Konrad graduated from the University of Wisconsin-Madison with a Bachelor of Science degree. While at UW-Madison, he was a student-athlete who played in three consecutive Rose Bowls for the Wisconsin Badgers. Demonstrating an early commitment to service, Konrad and his sister co-founded Badgers with a Heart, a student non-profit organization dedicated to raising awareness for the Autism Society of South Central Wisconsin.
To deepen his technical expertise, Konrad completed DePaul University’s Financial Planning Certificate Program and earned his Certified Financial Planner (CFP®) designation in 2021.
Konrad resides in Waunakee, Wisconsin, with his wife, Gretchen, and their three children. Outside of the office, he loves spending time at the lake with his family and staying active outdoors.
About Shellcrest Financial
Beyond the Spreadsheets:
Will you care more about my money than my life?
Strip away the noise, and money is just paper. It’s a tool for living, not the goal itself. I manage wealth to help you protect your time, support your family, and enjoy what you’ve built. If you’re looking for someone focused solely on chasing short-term returns, I’m not your guy. But if you want a partner focused on your life goals, we’ll get along great.
How quickly do you answer the phone when I need a sounding board?
I intentionally cap my client roster so you work directly with me, not a corporate call center. Your time is valuable, and I respect it. I’ll be there when you need a sounding board.
Are we going to talk about anything other than the stock market?
Absolutely. Portfolio reviews are only part of the equation. The real work is navigating major life transitions, funding education, preparing a business exit, integrating a new family member into your plan, or handling the loss of a loved one. It’s about building a strategy that gives you confidence through every stage of life.