Paul Westphal, CIMA®

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

262-241-6341
Email |
242-241-2339

Background

Paul has more than 30 years of experience in comprehensive wealth management. His experience includes maintaining relationships with key clients as well as developing asset allocation and investment management strategies. Paul is also active in his community and is a board member of the Milwaukee Community Service Corp, the Milwaukee Club and the Milwaukee Concour d’Elegance.

Education and designations

Paul graduated from the University of Wisconsin – Milwaukee with a BBA in finance and subsequently attained his Certified Investment Management AnalystSM (CIMA®) designation through the Wharton Business School.

Team role

Paul leads the group on issues of team investment strategy, construction and business development. He leads the WE Wealth Management Group Investment Policy Committee.

Tyler Briggs, CFP®

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

262-241-2326
Email |
262-241-2339

Background

Tyler has more than 12 years of experience in the financial services industry. He develops and manages client relationships with individuals whose needs go beyond investing. Tyler is also active as a board member of Safe and Sound, a Milwaukee non-profit that focuses on creating safe neighborhoods.

Education and designations

Tyler graduated from the University of Wisconsin – Milwaukee with a BBA in marketing. He subsequently obtained his CERTIFIED FINANCIAL PLANNERTM certification through Northwestern University and holds the Accredited Asset Management Specialist certification.

Team role

As a partner and CERTIFIED FINANCIAL PLANNERTM practitioner, Tyler leads the WE Wealth Management Group’s wealth management planning efforts, focusing on wealth management plan development and implementation.

Blaine Gibson, AWMA®, CFP®

Vice President - Financial Advisor

262-241-6342
Email |
262-241-2339

Background

As a vice president – financial advisor and CERTIFIED FINANCIAL PLANNERTM practitioner with more than 30 years of experience in the financial services industry, Blaine develops and manages client relationships with a focus on likeminded community influencers. He is president of the board of directors of the Cedarburg Art Museum. Blaine is also on the board of directors for Asset Builders of America, a non-profit organization focusing on financial capability and economic empowerment for low- and moderate-income youth. Blaine is an honorary committee member for the Fellowship Open, founded to promote and inspire young men in business and foster support, diversity and inclusion in the business community.

Education and designations

Blaine graduated with a Bachelor of Arts degree from Ripon College and holds the CERTIFIED FINANCIAL PLANNERTM certification and Accredited Wealth Management Advisor® designation.

Team role

Blaine focuses on wealth management planning and leads the group’s educational efforts at the University of Wisconsin – Milwaukee and UW Parkside as well as the group’s presence on social media platforms.

Paula Burns

Senior Registered Client Associate

262-241-2338
262-241-2339

Background

Paula began her career in the financial services industry with Paine Webber in 1985 through a part-time high school internship program. With more than 15 years of back office experience in Paine Webber/UBS’ Operations Department, Paula gained extensive knowledge of the industry. In 2009, she joined the WE Wealth Management Group, where she has been providing clients with the exceptional level of service that the team maintains as one of its primary goals.

Education

Paula attended the University of Wisconsin – Milwaukee. She passed the Series 7 exam on July 3, 2006, and the Series 66 exam on December 13, 2010.

Team role

Paula leads our client administrative and operations for the team. She is responsible for new client onboarding and relationship management with a focus on advanced planning and driving the deliverables for our clients and the team.

Bridget Lee

Senior Registered Client Associate

262-241-2325
262-241-2339

Background

Bridget began her career in the financial services industry more than eight years ago, where she gained extensive knowledge of our client support model and developed a passion for excellent service.

Education

Bridget earned her Bachelor of Arts degree in finance from the University of Wisconsin – Milwaukee. In addition, she passed the Series 7 exam on October 1, 2010, along with the Series 66 exam on December 17, 2010, and she is a notary for the state of Wisconsin. Bridget is currently studying for the CERTIFIED FINANCIAL PLANNERTM certification.

Team role

Bridget specializes in client service, focusing on client reviews, financial plan construction, total client profile and administrative support.

Contact

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