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Meet the Team
Tim Brockmann
Founding Partner, Financial Advisor
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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.
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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.
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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 brokercheck.
Kevin Giammalva, CFP
Managing Partner, Financial Advisor
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I love making plans. When going on a family vacation, I enjoy planning the trip almost more than the trip itself! I also love teaching. Before joining Tim and Brockmann Financial in 2021, I was a 5th grade teacher at a classical school in Arizona. Though I did not initially study finance (my undergraduate major was ancient Greek and Hebrew, with an honors in patristic theology), I have found my calling here as an advisor. A financial advisor is simply someone who helps teach you what you need to know (at the level of depth you prefer), so that together you can make the best plans to get and keep the life you want.
After I began to learn the industry and Brockmann Financial from the ground up, I went back to school to study financial planning through Northwestern University, and earned the gold-standard CERTIFIED FINANCIAL PLANNER® mark. I am a life-long learner, and continue to study regularly so that we can offer the best advice to our clients.
In 2024 I was blessed with the opportunity to become an owner of Brockmann Financial and now serve as the managing partner, using my passion for planning to make the plans needed at the business level to continue to improve our service to our current and future clients.
My wife Kelli and I have four children, and when I’m not in the office, you can find us trying to get outside, eating a home cooked meal, or visiting our extended family in southern California. If I get any free time, I enjoy discussing great ideas with good friends.
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FINRA Series 7, Series 66, Life, Variable Life, Variable Annuity.
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Check the background of this investment professional on FINRA's brokercheck.
Jim Allan
Associate Advisor
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I was born and raised in Anchorage, Alaska, where I spent 33 years before moving to Wisconsin in 2019 to be closer to family. My amazing wife, Abby, and I have been married for 14 years, and we have two daughters, Evelyn (12) and Danielle (10).
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I spent more than 20 years managing money and teams for large companies, including Michaels and Office Depot, in roles spanning Management, Operations, and Human Resources. A few years ago, I transitioned into Financial Services, serving as a Financial Advisor before joining Brockmann Financial Services. I am a Wealth Management Certified Professional® and hold the SHRM-CP® credential.
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In today’s challenging financial climate, my mission is to help clients confidently navigate their goals. I specialize in financial literacy and client education and look forward to helping your family achieve the future you envision.
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Outside the office, my family and I enjoy reading, watching movies, working on home projects, and exploring the outdoors.
FINRA Series 7, Series 66, Life, Variable Life, Variable Annuity.
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Check the background of this investment professional on FINRA's brokercheck.
McKendra Brown
Client Services Associate
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Growing up, I was taught that being financially educated and independent is crucial when it comes to living a successful life. I truly enjoy learning how I can manage and grow my personal finances and I want to share those skills with others. Achieving financial freedom is a top goal of mine and I strive to help others accomplish that goal as well. This, paired with my experience in the marketing and administrative fields, has led me towards spreading the word on financial literacy and supporting the goals of our clients and team.
In my free time, I enjoy reading and writing, spending time with my loved ones, going on walks, watching Wisconsin sports, and riding my motorcycle.
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Susan Brockmann
Emeritus Office Manager
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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.