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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.

Saede Maleki has been recognized by Forbes as Top Financial Security Professionals.

Saede Maleki (ranked #2), Bryan Beauchamp (ranked #6), and Steve Beiser (ranked #11) have been recognized by Forbes as Best-in-State Top Financial Security Professionals. Our team was named by Forbes as a best-in-state wealth management team in Wisconsin. Thank you to our amazing clients and dedicated team. This would not have been possible without you.

Forbes Best-In-State 2024
Forbes Top 100 Financial Security Professionals 2023
Forbes Top 100 Financial Security Professionals 2023


Forbes Best-In-State Wealth Management Teams (1/9/2024), Research & ranking provided by SHOOK ® Research, LLC – Data as of 3/31/23.

Forbes Top Financial Security Professionals list (July 2023), Based upon data as of 12/31/2022.

Forbes Best-in-State Top Financial Security Professionals list (July 2023), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

Bryan B. Beauchamp CLU®, ChFC®

Principal and Private Wealth Advisor

Saede P. Maleki CLU®, ChFC®

Principal and Private Wealth Advisor

Stephen W. Beiser MBA, CPWA®

Private Wealth Advisor

Michael R. Bernhard CFP®, CFA®

Director of Investments

Will Harman MBA

Director of Investment Research

Jessica L. Lloyd

Director of Investment Operations

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

Director of Strategic Development

Charles Maleki

Financial Planning Analyst

William Kouvoukliotis

Associate Private Wealth Advisor

Rebecca A. Boak

Director of Operations

Melissa S. Switalski

Director of Client Services

Kayla Lang

Director of Insurance Operations

Tyler Newsom

Investment Operations Associate