Our Team

Paul, a founding member of SIA – Brookfield, has more than 12 Years of experience in Financial Services. His main areas of focus are helping his clients plan for Retirement, Developing Investment Strategies and Maximizing Tax...

David, a founding member of SIA – Brookfield, has more than a decade of experience as a financial advisor. He mainly focuses on investment management, retirement accumulation, income planning, and tax management strategies. David...

Joe, a founding member of SIA – Brookfield, has more than a decade of experience in Financial Services. His main areas of focus are retirement accumulation and income strategies, investment management, and tax management strategies.

Lindsey, has over 18 years of experience in Financial Services. Her main areas of focus are wealth management, retirement accumulation and income strategies. Lindsey graduated from Marquette University with a Bachelor of Science and...