Thomas Lucash

Brian earned his Bachelor of Science degree from UW – La Crosse with a triple major in Accounting, Finance, & Economics. He has a Master's of Business Administration with a specialty in Finance from Marquette University and has post-graduate certificates from Cornell University SC Johnson graduate school of management in Executive Leadership & Leading Management Teams. Brian is a Certified Financial Planner, Certified Public Accountant, Personal Financial Specialist, Certified Global Managerial Accountant, and a Certified Project Management Professional. He started his career working in Public Accounting for a regional CPA firm for a number of years. Then Brian worked in the private sector for a large fortune 30 company and smaller corporations, holding positions in Corporate Finance, Internal Audit, and Strategic Management. After that Brian started his own firm Leben CPA LLC and now Brian is a principal at Midwest Wealth Solutions and CPA firm Lulloff, Leben & Taylor. Brian is an active member of the American Institute of Certified Public Accountants (AICPA) and the Wisconsin Institute of Certified Public Accountants (WICPA). In his spare time Brian loves the outdoors (biking, hiking, camping, downhill skiing), Sports (Packers, Brewers, Bucks), and enjoys spending time with his wife Megan and two young daughters.

The Work Stuff– My name is Ben Smith, and I am the Founder of Cove Financial Planning, a Certified B Corporation focused on comprehensive financial planning and Socially Responsible Investing. I believe that everyone, regardless of age, occupation, net worth, and investment experience, deserves a customized financial plan and the peace of mind that comes with it. Before starting Cove, I worked for several investment companies, and saw just how boring, complex and off-putting investing can be for many people. Traditional advisors also have a reputation for specifically catering to high-net-worth individuals with a singular focus on account size. My mission is to provide access to high-quality advice to a broader range of people who want to take control of their financial lives (and maybe have some fun in the process!) I also passionately believe in helping people blend Socially Responsible Investing into their long-term financial plans. I’m here to prove that you can Do Well While Doing Good! The Fun Stuff– I’m originally from Minneapolis and have since lived in Chicago and Milwaukee. My wife Kotryna works in investment banking, and while we aren’t at the office, you can find us hanging with our newborn daughter Frances (Francie) or debating nerdy investment topics over a home-cooked meal and a glass of wine. We are big believers in learning new things and staying active. Currently, she’s teaching me how to salsa dance (not going well) and speak Lithuanian (where she’s from), while we both sharpen our tennis skills. We’re proud owners of Apple Watches for the sole purpose of beating each other’s daily fitness activity (feel free to join the competition!) We also travel as often as we can, and we’re always looking for suggestions on places to check out in Europe when visiting her family. Above all else, we both believe that life is about balance. I hope that I can help you find your balance with money, and maybe make the world a little better place in the process. Visit www.coveplanning.com to learn more and get in touch!

Hi, I’m Jared Andreoli, CFP®, CSLP®, and I launched Simplicity Financial in 2017. As a Certified Financial Planner (CFP®) and a Certified Student Loan Planner (CSLP®), I work with Physicians, Fellows, and residents to develop a financial road map to achieve their financial goals. Whether it be buying a house, paying off student loans, planning for retirement, or planning for a growing family, we work with clients to identify their financial picture and create a plan that aligns with their values. I have been interested in finances ever since I can remember, from being excited about a coin sorter as an 8 year old, to hiding my birthday money in the front cover of my Harry Potter book. In fact, one year, my favorite birthday gift was a book titled The Kids’ Money Book, and it still holds a special place on my bookshelf. Even as a child, I quickly realized that if I diligently managed my money, I could do even more things with this key tool. Another passion of mine has always been helping people achieve success by connecting on a personal level. To me, there is no better feeling than the joy I experience when I have helped someone, whether it be big or small. So, it comes as no surprise that financial planning was an obvious fit for me. After completing a college baseball career and graduating from Western Kentucky University with a finance major with a concentration in financial planning, I spent 6 years working as a mutual fund administrator for a large company. While I learned an immense amount about the financial world, I was missing the personal connection of working with individual clients that I could not find in the corporate world. In 2017, I put my aspirations into action and established Simplicity Financial.

Hello! My name is Andrew Ish and I’m a fee-only financial planner and investment advisor based in Milwaukee, Wisconsin. I earned a Master Degree in Accounting and also am a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). Inspired by my background as an Eagle Scout, my firm's name and culture embraces the timeless motto of ‘Be Prepared’. This guiding principle ensures that every aspect of your financial life is diligently protected as we navigate you towards financial freedom. Think of my firm, Prepared Financial Planning LLC, as your personal Chief Financial Officer (CFO), dedicated to providing you with expert guidance across all aspects of your financial journey. Our comprehensive suite of services includes: • Comprehensive retirement planning • Customized, tax-aware investment management • Tax planning advice • Insurance and risk management assessments • Estate planning recommendations • Strategic philanthropic gifting strategies • College planning, and more Are you prepared to secure your financial future? I invite you to explore the unique offerings of Prepared Financial Planning LLC at my website: https://www.preparedfp.com My commitment is to ease your financial burden and provide you with peace of mind. Let's embark on this exciting journey together, ensuring a brighter financial future for you and your family!

Retirement isn’t just a date—it’s the life you’ve earned. Andrew Polzin helps clients turn decades of planning into a retirement that feels intentional, full, and uniquely theirs. Whether it’s traveling the world, spoiling grandchildren, or supporting causes close to the heart, he focuses on helping clients make the most of their money—and their lives. As a fee-only, independent advisor, Andrew prioritizes transparency and trust. He takes a big-picture approach to financial planning, connecting investments, insurance, taxes, and cash flow into a strategy that works together, not in pieces. The goal is simple: clarity, confidence, and control so clients can make bold choices without worry. A University of Wisconsin–Madison graduate with a degree in Personal Finance: Financial Planning and a Certificate in Entrepreneurship, Andrew earned his CFP® designation early in his career. He helps clients navigate the tough decisions—Social Security, taxes, legacy planning—so retirement becomes a chapter of purpose, freedom, and peace of mind. Outside the office, Andrew can be found exploring the great Wisconsin outdoors with family and friends, cheering on the Brewers and Badgers, catching live music, or honing his golf game.

Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money. Brian 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 feels it only makes sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him. Brian has worked as a trusted financial guide 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. He is a member of the Badgerland Water Ski Team based in Waukesha and has been 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. To schedule a no-obligation introductory phone call, please use this link: https://calendly.com/brianbehl/intro_call