Brett Bauch MBA, CFP®, ChSNC™, CFBS

Special Care Planner & Financial Advisor, Investment Specialist

With over 15 years of experience, Brett Bauch’s mission is to educate his clients by providing them with the information needed to make a sound decision. He always designs a financial portfolio with his clients’ goals in mind and then delivers it with honesty, integrity, and a sincere desire to form a long-lasting relationship.

Brett holds a bachelor’s and master’s degree from the University of Wisconsin-Madison. Brett and his wife reside in Middleton, Wisconsin, and have two children. In his spare time, Brett enjoys bike rides, hiking, camping, kayaking, climbing, fly fishing, golf, and following the Badger football team.


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