Brett Spaulding - Mutual of Omaha

Allison Walker is a dedicated financial advisor and licensed insurance agent with Mutual of Omaha, focusing on providing comprehensive strategies to help individuals and families protect their assets and prepare for future financial challenges. With expertise in various financial products, including life insurance, long-term care insurance, and retirement planning, Allison is committed to delivering personalized guidance tailored to each client's unique needs. Serving clients in Waukesha, WI, and surrounding areas, Allison employs a collaborative approach to financial planning that begins with understanding clients' stories and goals. By combining attentive listening with informed recommendations, she assists clients in navigating their financial journeys and achieving their aspirations. Generated from the website

Mutual of Omaha Advisor, Jay Van Beusekom, is a dedicated financial advisor and licensed insurance agent based in Waukesha, WI. With a focus on providing comprehensive business and individual strategies, Jay is committed to helping his clients protect what matters most to them, whether it's their family, property, retirement savings, or small business. With a range of insurance products and investment solutions, Jay works closely with his clients to understand their goals and tailor recommendations that align with their unique needs and circumstances. As a Mutual of Omaha Insurance Company representative, Jay Van Beusekom offers services such as life insurance, disability income insurance, annuities, long-term care insurance, and small business solutions. With over 100 years of experience, Mutual of Omaha is a trusted mutual company that prioritizes listening to its customers and providing personalized solutions. Jay's expertise and dedication to his clients make him a reliable choice for those seeking financial guidance and protection in the Waukesha area.Generated from the website

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Waukesha is here for you, serving the areas of Menomonee Falls, Oconomowoc, New Berlin and Racine. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.