Meet the Team

Our team understands that at the end of the day, we work for our clients—not our firm. And when you’re running a business or maintaining a highly successful career, you need someone looking out for your best interest. We’re here to provide the dedicated, consultative support you deserve, and we’re committed to making your life a little bit simpler every day. With highly-specialized experts collaborating to enhance each area of your plan, you can trust we’ll take care of everything for you—so you can get back to what you do best.

Financial Times 400 logo

The Financial Times 400 is intended to provide a snapshot of the best financial advisers for the investors who use them, and our team is proud to be a part of it.

 

Bryan B. Beauchamp , CLU®, ChFC®

Principal and Wealth Management Advisor

Office 414-270-1890


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Saede P. Maleki , CLU®, ChFC®

Principal and Wealth Management Advisor

Office 414-270-1890


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Gina M. Natoli , CLTC®

Financial Advisor

Office 414-270-1890


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Stephen W. Beiser , MBA, CPWA®

Wealth Management Advisor

Office 414-270-1890


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Mike R. Bernhard , CFP®, CFA®

Director of Investments

Office 414-270-1890


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Jessica L. Lloyd

Director of Investment Operations

Office 414-509-6434


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Rebecca A. Boak

Director of Operations

Office 414-509-6433


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Michael T Herbstreith , CFA®, CAP®, RICP®

Director of Strategic Development

Office 262-786-5433 ext. 2234


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William Kouvoukliotis

Director of Financial Planning

Office 414-509-6431


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Paul Dryden

Investment Operations Associate

Office 414-270-1890


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Melissa S. Switalski

Director of Client Services

Office 414-270-1890


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Lindsay Larsen

Director of Insurance Operations

Office 414-270-1890


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