My Team

Team

 Our team is committed to serving every client that comes to us with the time, dignity, and loyalty they deserve. To this end, I partner with a small group of financial professionals that share my values. While my main associate in this effort is Brett Heaton Juarez of Heaton Juarez Financial, in some cases another financial representative will join me in designing your plan.

 

Brett Heaton Juarez, CFP®, CLU©, ChSNC, M.S.

Financial Advisor

After years of working a few doors apart in our Milwaukee office, in 2020 Brett and I paired up based on complementary strengths and common values. By leveraging shared resources, teammates, and associates, Brett and I keep focus on your customized planning and still give every person, business, or family introduced to us the expertise, loyalty, and empathy they deserve. 

Brett lives in Fox Point with his wife Rebeca and kids Roque, Rio, and Nahlia. He is active with three innovative nonprofits as board president of Unity in Motion, board treasurer of the Zeidler Group, and board member of the Urban Ecology Center. His free time is spent getting outdoors all four seasons, from camping to mountain biking. 

 
Pagan Wealth Management

Gina Nicole Pagan
Financial Advisor


Pagan Wealth Management

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.