I was born and raised in Franklin, WI, and have always believed in the power of strong communities. Today, I'm proud to serve the Waukesha area, helping clients – especially those nearing retirement – prepare for the next chapter with confidence.
My background includes a bachelor's degree in financial and a Graduate Certificate in Business Analytics from Illinois State University, where I also played tight end for the football team. The discipline, strategy, and perseverance I learned on the field now guide my approach to insurance planning. I hold my Life & Health licenses, allowing me to offer a variety of solutions to help my clients reach their goals.
I specialize in working with pre-retirees, guiding them through retirement planning, with the use of annuities and life insurance. My goal is to help you understand your options, make informed decisions, and create a strategy that gives you both security and peace of mind for the years ahead.
Outside of work, I enjoy golfing, watching football and baseball, and spending quality time with family and friends.
Whether you're just starting to think about retirement or already making plans, I'm here to provide clarity and guidance every step of the way.
Together, we can create a strategy that helps protect what you've built and helps you enjoy the future you've envisioned.
Financial RepresentativeBrett Spaulding
I was born and raised in Franklin, WI, and have always believed in the power of strong communities. Today, I'm proud to serve the Waukesha area, helping clients – especially those nearing retirement – prepare for the next chapter with confidence.
My background includes a bachelor's degree in financial and a Graduate Certificate in Business Analytics from Illinois State University, where I also played tight end for the football team. The discipline, strategy, and perseverance I learned on the field now guide my approach to insurance planning. I hold my Life & Health licenses, allowing me to offer a variety of solutions to help my clients reach their goals.
I specialize in working with pre-retirees, guiding them through retirement planning, with the use of annuities and life insurance. My goal is to help you understand your options, make informed decisions, and create a strategy that gives you both security and peace of mind for the years ahead.
Outside of work, I enjoy golfing, watching football and baseball, and spending quality time with family and friends.
Whether you're just starting to think about retirement or already making plans, I'm here to provide clarity and guidance every step of the way.
Together, we can create a strategy that helps protect what you've built and helps you enjoy the future you've envisioned.
Protect Your Kingdom
As a licensed insurance agent* with Mutual of Omaha Insurance Company (Mutual of Omaha), I work hard to:
- Help young families protect their family and property in case of an unexpected and potentially devastating disability or death.
- Help professionals plan for a long retirement, so they don't run out of money yet still have the lifestyle they desire.
- Help those close to retirement prepare for the effects of healthcare expenses including long-term care and unexpected illnesses.
- Help small business owners protect their life's work for their family and employees.
Learning Center
In a world of one-size-fits-all financial advice, Mutual of Omaha Advisors offers a fresh, personalized take with the "Make it Personal" podcast. Get practical insights to help you plan smarter, take control, and make your money work for you.
Choosing between term and whole life insurance depends on your goals, budget, and coverage needs. Know the key differences to make a confident choice for your financial future.
Timing matters when enrolling in a Medicare Supplement plan. Learn when you're eligible, what affects your options, and how to avoid higher premiums or coverage delays.
