Brian joined Shakespeare Wealth Management in 2020 with over 20 years of experience in the financial services industry. His focused areas of expertise include tax planning, Medicare and Social Security strategies and estate planning. Brian believes in the importance of relationships first and foremost in order to achieve a successful financial partnership.
Brian is detail oriented and specializes in more complicated scenarios for our high net worth individuals and families. He enjoys the collaborative environment of Shakespeare to create and implement custom financial plans for our valued clients.
Brian earned his degree in Finance from Marquette University. He is a CERTIFIED FINANCIAL PLANNER™, an Enrolled Agent, a Certified Private Wealth Advisor®, and a Certified Investment Management Analyst®. He is a member of the Financial Planning Association (FPA) where he serves on the Symposium Planning Committee. Brian is also an active member of the Investments and Wealth Institute, the AICPA and WICPA, the Milwaukee Estate Planning Forum, and the Waukesha County Estate Planning Council.
Brian lives with his wife, Rebecca, and three cats, Luke, Ani and Yoda. In his free time, Brian enjoys weekly tennis matches, traveling and exploring new restaurants. He also enjoys watching and attending Packers, Bucks, Brewers and will always cheer on Marquette Golden Eagles in their volleyball and basketball games.
- Tax Planning
- Social Security Strategies
- Estate Planning
- Medicare Planning
- Medical College of Wisconsin Cancer Center - Board Member
- American Lung Association
- Milwaukee Tennis & Education Foundation (MTEF)
- Financial Planning Association (FPA) of Wisconsin - Symposium Planning Committee
- Investments & Wealth Institute
- Milwaukee Estate Planning Forum
- Waukesha County Estate Planning Council (WCEPC)
Luke, Ani & Yoda (Cats)
Per Se in New York City
Armchair Expert & I Don’t Know About That
Marquette University (Basketball & Volleyball)
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Shakespeare Wealth Management, LLC
N22 W27847 Edgewater Drive
Pewaukee, WI 53072-5260