Brian Asendorf

"Wealth is the ability to truly experience life." -- Henry David Thoreau Helping people define their life aspirations and getting their money in line with those dreams is what LIGHTS. ME. UP. And I'm doing it while making personal finance less intimidating. It is the reason I became a CERTIFIED FINANCIAL PLANNER™ professional. After 10 years working in personal finance I decided I had had enough of the "old" model where middle-aged white guys in suits help already wealthy people get more wealthy. I focus on empowering people born in the '80's and '90's to take control of their financial lives. Instead of doing a long, deep, mind-numbing presentation where I talk at my clients, I prefer to work in short and consistent bursts so we will actually make progress and show you this stuff doesn't have to be so hard. If money is a tool you aren't really sure how to use, I encourage you to reach out to me. I want to develop a long-term relationship to understand your unique past, present and future to craft recommendations fit for you. Let's find your wealth, together. In my spare time, you can find me passionately advocating for women's rights - I currently hold a seat on the board of the Women's Fund for the Fox Valley Region - and burning off my extra energy through kickboxing, strength training, running, and/or cross-country skiing. All this activity is necessary because I bake the best cakes and cheesecakes; ask nicely and I might share a piece! Read Sarah's blog here: https://valkyriefinancial.wordpress.com/blog/

Kasey Sipiorski is a Financial Consultant at Fidelity Investments, a role held since 2024. Prior to this, Kasey has held various positions within Fidelity Investments, including Investment Consultant from 2023 to 2024 and High Net Worth Associate from 2022 to 2023. Kasey's career in financial advising includes experience at OneWisconsin Financial Group in 2021, Vision Financial from 2018 to 2021, and Thrivent Financial from 2015 to 2018. Kasey emphasizes a personal approach to financial consulting, focusing on understanding the unique financial situations, goals, and priorities of clients to build customized financial plans. Establishing a trusting and reliable relationship with clients at Fidelity is a key aspect of Kasey's professional philosophy. Outside of work, Kasey has interests in football, golf, kayaking, motorcycles, music, and writing.