Financial Advisor
Chris Peck has served clients throughout Greater Milwaukee since 1992. Chris specializes in helping people understand their complete financial picture, addressing investments, insurance, IRAs and 401(k) rollovers, and tax and estate planning.
Clients rely on Chris for intelligent wealth management strategies that help preserve assets, avoid probate, increase income, and reduce taxes. His investment portfolio design strategy centers on each client’s specific goals, risk comfort level, and time horizon. Chris helps clients make confident decisions about retirement and estate planning. He provides insight and guidance on issues including Medicare and Medicaid, long-term care, and maximizing Social Security and income.
Chris stays on top of regulatory changes and economic trends through ongoing education. He is a Certified Estate Planner™ CEP®, a Chartered Retirement Planning Counselor™ CRPC®, and a Certified Medicaid Planner™ CMP™. He is also a multi-year winner of Milwaukee Magazine’s Five Star Wealth Manager award.
Chris and his wife, Patty, live in the Milwaukee area and have two adult sons. Patty works alongside Chris and his clients in the Brookfield office. Before becoming a financial advisor, Chris spent 15 years in the restaurant business as a Gourmet Chef and Pastry Chef in Wisconsin and Arizona. Chris still enjoys cooking in his spare time for family and friends. Besides cooking, his favorite activities are bicycling (mountain and road), skiing (cross-country and downhill), playing bass guitar, playing harmonica, and speaking Spanish. Because of his proficiency in Spanish, Chris tends to travel to Spanish-speaking countries, frequently acting as a translator.
