Our Team

Image of Brian Behl, CFP®, CRPC®

Founder & Financial Planner

Brian Behl cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with.

brian family pic

Brian has worked as a trusted financial advisor and helped his clients make better financial decisions for over a decade. He is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Planning Counselor®. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University.

When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla and daughter Maddie. He has been a member of the Badgerland Water Ski Team based in Waukesha where he was part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers.