Patrick Christian Bortz

Retirement isn’t just a date—it’s the life you’ve earned. Andrew Polzin helps clients turn decades of planning into a retirement that feels intentional, full, and uniquely theirs. Whether it’s traveling the world, spoiling grandchildren, or supporting causes close to the heart, he focuses on helping clients make the most of their money—and their lives. As a fee-only, independent advisor, Andrew prioritizes transparency and trust. He takes a big-picture approach to financial planning, connecting investments, insurance, taxes, and cash flow into a strategy that works together, not in pieces. The goal is simple: clarity, confidence, and control so clients can make bold choices without worry. A University of Wisconsin–Madison graduate with a degree in Personal Finance: Financial Planning and a Certificate in Entrepreneurship, Andrew earned his CFP® designation early in his career. He helps clients navigate the tough decisions—Social Security, taxes, legacy planning—so retirement becomes a chapter of purpose, freedom, and peace of mind. Outside the office, Andrew can be found exploring the great Wisconsin outdoors with family and friends, cheering on the Brewers and Badgers, catching live music, or honing his golf game.

Brian founded Behl Wealth Management to build a firm where clients truly come first. He became frustrated at other financial firms where most conversations were about how to make the firm more money instead of helping their clients make more money. Brian cares about your success and dedicates himself to continual learning. He tracks the ever-changing markets, tax regulations, and planning strategies so you don’t have to feel confused by the financial decisions you face. His clients often comment on how much greater detail he goes into than other advisors they have previously worked with. Brian feels it only makes sense to take advice from someone who is committed to acting in your best interest. He adheres to the fiduciary standard because you deserve unbiased advice. One of Brian's favorite parts of his job is the opportunity to build deep and long-term relationships with his clients and the rewarding trust they place in him. Brian has worked as a trusted financial guide and helped his clients make better financial decisions for over a decade. He is a Certified Financial Planner® and a Chartered Retirement Planning Counselor®. He graduated from Carroll College with a Business Management degree with a Finance emphasis and also has a Certificate in Financial Planning from Boston University. When not in the office or meeting with clients, Brian is likely to be golfing or traveling, often with his wife Kayla. He is a member of the Badgerland Water Ski Team based in Waukesha and has been part of multiple world records for show skiing acts. Brian is also an avid Wisconsin sports fan and can always be found cheering on the Packers, Brewers, Bucks, and Badgers. To schedule a no-obligation introductory phone call, please use this link: https://calendly.com/brianbehl/intro_call

Brian Selerski is a financial advisor with Selerski Asset Management, LLC in Hartland, Wisconsin. He holds the ChFC® designation and has 21 years of industry experience, including 19 years with Northwestern Mutual Investment Services and 16 years with Northwestern Mutual Wealth Management Company. He manages his independent advisory firm as a solo practitioner. Selerski Asset Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, charities, and employee benefit plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, employing a strategic asset allocation approach with custom portfolios and a mix of analytical methods. The firm is notable for providing both plan-level and participant-level retirement plan consulting, including discretionary services and educational seminars, which is uncommon among independent solo advisors.

Lars Larsen is a financial advisor at Magis Private Wealth Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has worked at Magis since 2003. Outside of his advisory role, Larsen is vice president and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in the EnTech Solutions division focused on clean energy. Magis Private Wealth Management provides discretionary private wealth management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm manages diversified portfolios using fundamental analysis alongside technical and cyclical factors, serving a client base that includes high-net-worth individuals.

Hello and welcome to Entirement Financial Planning LLC, we are so glad you're here! Entirement is your passport to financial planning that’s effective and enjoyable! We're a virtual fee-only financial advisory firm that provides tax-efficient planning for your life today as well as your retirement and investment management. Our specialty is to help you with your entire financial life as your Chief Entirement Financial Officer. What does that mean? It means we take a comprehensive approach to your financial picture- investments, taxes, insurance, financial goals, estate planning, and anything that is top of mind for you. Our services depends on your needs and can include: Comprehensive financial planning for today Comprehensive retirement planning Tax-Coordinated Portfolios (tax-efficient asset location) Tax planning advice Risk Management-life insurance, disability, long-term care, etc. Estate Planning Coordination Retirement Income Distribution Planning Education on all topics along the way Ready to learn more? Please check out our website to schedule a complimentary financial review or give us a call at (262) 207-4353. We look forward to meeting you.

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.