Meet the Team
Investment Advisor Representative
Each one of us here is passionate about helping people make a plan to achieve their financial goals. As a former math teacher, my interests and passions have always been related to numbers and finances.
Following principles of good stewardship in our personal lives and in service to our clients, we strive toward helping our clients build their legacies and achieve positions where they can enjoy the fruits of their labor. Finding the right financial plan and sticking with it takes discipline, and we're here to guide you from beginning to end.
FINRA Series 6, Series 63, and Series 65, Accident & Health, Life, Variable Life, Variable Annuity.
Check the background of this investment professional on FINRA's broker check.
Check the background of this investment professional on FINRA's brokercheck.
Customer Relations/Registered Advisor Assistant
In college, personal finance was simple – don’t spend any money! It was my journey after college, when I started earning a full paycheck, that led me to see firsthand the great wonders and great dangers of the financial decisions we make each and every day. From sticking to a grocery budget to purchasing life insurance and planning for retirement, this personal journey toward financial freedom is something I am greatly passionate about. This, coupled with my lifelong passion for learning and teaching (my former occupation), led me to begin a career in finance to help others experience as many of those wonders, and as few of those dangers, as possible.
When I’m not in the office, you can find me on a hike with my wife and daughter or discussing great ideas with good friends.
Welcome to Brockmann Financial Services!
In 1990, our little business started with one advisor assisting that very first client in New Holstein, Wisconsin. We've grown since then and Fort Atkinson has been our home since 1993 where we’ve been serving people in southern Wisconsin and beyond.
We’re thankful to serve our clients and we look forward to getting to know you as well. If you aren’t currently a part of our group, we’d love to meet you! Give us a call or stop in for a visit and let’s talk about how we can work together to get you where you want to be.