https://agents.mutualofomaha.com/agents/wi/waukesha/brett-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 financial planning. I hold my Life & Health licenses, along with my Series 6 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, annuities, and final expense coverage. My goal is to help you understand your options, make informed decisions, and create a plan 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 protects what you’ve built and helps you enjoy the future you’ve envisioned.
