Bryan Becker

Bryan Becker is a Senior Wealth Advisor with over 20 years of experience in the financial services industry. In his role with the firm, Bryan is responsible for developing and maintaining client relationships and providing clients with comprehensive wealth management, which includes advising on investments, insurance, taxes, legal/estate planning, and a broad array of financial matters. He is a member of the firm’s Executive and Investment Committees and contributes to numerous firm initiatives.

Bryan brings a unique background to the firm, both personally and professionally. Having spent his early career in public accounting and corporate finance, he comes to us most recently having been the Chief Financial Officer of a multi-billion-dollar investment management firm. Prior to that role, Bryan gathered significant experience in complex financial modeling, cash flow projections, and scenario planning while assisting an institutional money manager go public through an IPO. Bryan also has uncommonly deep roots in our community. He was born in Menomonee Falls and is the 6th generation of the Becker family to call it home. Bryan’s ancestors arrived here from Germany in the 1840s – predating Wisconsin becoming a state and the founding of the Village of Menomonee Falls. Ironically, the land Richardson sits on was surrounded by the land Bryan’s ancestors once farmed.

It’s not only longevity that ties Bryan to our community; it is also through service. Bryan is an active volunteer in our community with positions on the executive board of Community Memorial Foundation, as treasurer of Elmbrook Youth Hockey Association, and as head coach of his son’s youth baseball team.

Bryan earned his BBA from the University of Wisconsin – Madison where he majored in both Finance and Accounting while also earning a Specialization in International Business. Bryan is a licensed Certified Public Accountant (CPA). Bryan and his wife, Jessi, live in Menomonee Falls with their three children and golden-doodle, Bailey.

Hello! Let’s Get Acquainted

Our professional team is comprised of carefully chosen, dedicated professionals who come to us with notable education. We have diverse backgrounds and experiences that come together to provide a seamless wealth management experience for the families we work with.

Among our professionals, you will find a highly qualified group of:

  • Chartered Financial Analysts
  • Chartered Financial Consultants
  • Certified Public Accountants
  • Chartered Life Underwriters
  • Tax and Estate Planning Attorneys
Meet The Team
Meet The Team
Meet The Team

As Wealth Management Advisors

We’re determined to have the best team behind our clients.