Meet Our Team

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Brian is the founder and owner of Action Financial Strategies, which he runs with his son, Bradley in New Holstein and Green Bay, WI. Since 1989, Brian has been helping people achieve their financial goals by being thorough and leaving nothing to chance. Although Brian is nearly deaf in one ear... and hard of hearing in the other (due to his earlier years of helping his grandfather run a masonry business during summers off from teaching science at Chilton Public Schools) his clients will assert he is an attentive listener!

Brian loves helping business owners and professionals navigate and solve the challenges of creating a solid financial future. He works with them to craft a Lifeplan^® for their businesses and families - by helping them get their financial house in order...now and down the road in the future. His passion lies in seeing clients through all stages of their life and the life of their business.

In addition to financial and investment planning, Brian collaborates with CPAs and attorneys to help create tax strategies and estate plans that efficiently protect client assets.

Brian has been a New York Life agent since 1989, and is a Member Agent of The Nautilus Group, a select group of under 250 member agents nationwide focusing on Business and Estate Planning. Since 1993, he has earned a seat at the Million Dollar Round Table (MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance), consistently reaching the highest level of MDRT, Top of the Table.

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Since 1987, Bradley has been in training to join his father’s financial practice. After college Bradley detoured to Chicago to work for Wells Fargo Financial as a Credit Manager. It didn’t take long to tire of being surrounded by Bears fans before he returned to the Frozen Tundra in Green Bay, and joined his father in helping people achieve the financial goals that are meaningful to them. And the rest, as they say, is history.

As a financial planner/adviser, Bradley looks to solve his client’s deepest financial goals and, together, fulfill their ‘Life Plan.’ He is passionate about getting to know his clients through meaningful conversation to gain absolute clarity of their whole financial picture. “That’s what makes the relationships we have so much fun,” says Bradley.

Whether he’s helping individuals or business owners, he strives to simplify his clients’ lives by bringing them the resources, information and solutions they need to make informed and confident decisions. Doing so often involves collaboration with attorneys, CPAs and other trusted professionals. By engaging all parties, he’s able to provide informed guidance with the goal of shaping a client’s ideal future.

Bradley has been a New York Life agent since 2010, and a Financial Adviser through Eagle Strategies LLC since 2011. In 2014, Bradley earned the right to be called a Certified Financial Planner (CFP^®), which at the time placed him within 3% of the CFP^® registrants under the age of thirty (there are >80,000 CFP^® registrants.)

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Paul joined the Action Financial Strategies team in 2020, fulfilling his aspiration of becoming a financial advisor. A strong background that spans hospitality, telecommunications and customer service has sharpened his communication skills, successfully providing him with invaluable insight on how people like to be treated.

Over the years, an ever-present intrigue of helping people, especially when it comes to saving money and planning for the future led to pursuing his Master's Degree in Business, with a focus on Finance, where he gained a more robust understanding of key elements of the financial pie.

Paul’s education and experiences have paved a strong foundation for his role of helping individuals, families, and business owners develop a sound financial strategy while still having access to their capital. Paul is driven to help clients create, build, and preserve wealth; plan for college funding; and implement and evaluate retirement options.

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It was through Jenny’s first roles after college – working for manufacturer Tecumseh Products, and then for an accounting firm - that she realized variety is in fact the spice of life. Not one for repetitious work, Jenny craved new challenges each and every day, and her role with Action Financial Strategies has surely delivered! She joined our team in 2001 and hasn’t looked back.

Originally brought on board as support staff, Jenny has continuously proven herself with her rock solid work ethic, keen financial insight, and avid willingness to learn and grow. To say that Jenny maintains the harmony of order in our office is an understatement. As Brian often jokes, if Jenny is not coming to work, neither is he!

In her service assistant capacity, Jenny helps with case analysis and client presentation development, thereby providing our clients with better perspective on their financial landscape. “I love the diversity of our clients, and thus the diversity in all the moving parts of their financial future,” says Jenny of her involvement in the planning process.

Customer service is an integral aspect of Jenny’s role. Whether providing clarity to client questions, helping get their financial house in order, or sitting down with them to review their current portfolio - she really gets to know our clients on all levels throughout their financial journey. It could be said that when it comes to phone calls, inquiries, updates and changes -- she’s become the guiding light for our clients.

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Before joining our team, Krista gained invaluable experience in administrative roles and proceeded to become a successful recruiter. It was through her administrative background that led her to Action Financial Strategies in 2010.

After joining our team, Krista very quickly realized a true interest in the financial planning arena, finding a real passion in working alongside our advisers as they craft financial plans for our clients. She describes the most intriguing part of her job as, “seeing the creative planning strategies that we shape for our client’s needs and objectives come together into a complete plan.”

Krista has most certainly continued to grow and evolve within our agency, first obtaining her Registered Service Assistant delegation in 2012 and later becoming fully registered as an Associate Financial Adviser in 2015.

Krista’s natural enthusiasm for planning and her spot-on organizational skills have dovetailed perfectly into her role of handling paperwork and schedules. She keeps the days running seamlessly for the whole team as the scheduling mastermind behind our intricacy of meetings and appointments. With true finesse, Krista navigates the underwriting and application process for our clients, guiding the process from start to finish.

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Wendy joined the team in 2016 as our Marketing and Event Coordinator. She heads the firm’s marketing strategies with a crystal-clear focus on setting the stage for the ultimate client experience.

Before joining our team, Wendy provided a wide array of marketing services to a diverse client base ranging from small town businesses to luxury yacht builders. She has enjoyed using her creative marketing and graphics tools to coordinate comprehensive branding and marketing strategies; from logo design and literature development to website and social media management to event preparation and execution.

In supporting our firm’s relationship-centric approach, Wendy steers us to consistently deliver on our brand promise through appealing materials, relevant content, and a compelling digital marketing foundation. She is the driving force behind our events, from business owner seminars to continuing education for our centers of influence to our not-to-be-missed client social events.

When asked about the best part of her job, Wendy answers “making things look good! I love the process of turning something -- whether it’s an event invitation, a welcome brochure for new clients, a seminar presentation packet, or our digital marketing presence -- into something that’s appealing and easy-to-understand.”

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A colleague of Brian and Brad for over a decade, Jeremy joined forces with Action Financial Strategies in 2021. Being no stranger to helping teach, grow, and protect individuals, families and their assets, Jeremy’s expertise and vision seamlessly align with that of our team. His “why” undoubtedly lays in helping his clients with informed decision-making when it comes to their portfolios, their retirement planning, and their overall wealth preservation.

Its through regular and meaningful conversations with his clients that guide Jeremy in finding just the right mix of solutions to balance their current financial landscape with their (often evolving) goals for the future. Thus leading to the most rewarding aspect of his work – the long-term relationships he builds along the way.

Jeremy has been a New York Life agent since 2009, and a Financial Adviser through Eagle Strategies LLC, a Registered Investment Advisor since 2013. He is a member of NAIFA and has achieved membership into the Million Dollar Round Table (MDRT) since 2017 by demonstrating superior professional knowledge, experience, sales excellence and client service. MDRT membership represents the top life insurance and financial service professionals worldwide.