Heaton Juarez Financial

Brett Heaton Juarez

Wealth Management Advisor|CFP®, M.S., CLU®, ChSNC®

100 E Wisconsin Ave Ste 2300, Milwaukee, WI 53202

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Our Planning Approach

Our team helps you with offensive and defensive planning. Any comprehensive plan addresses both. We work with clients around the country, especially in Milwaukee, Chicagoland, Seattle, New York, Los Angeles, and the DMV region.

I entered the financial services field after a career in youth development. My prior training and hands-on experience as a teacher, counselor and supervisor are invaluable in making personal finance accessible and meaningful for my clients.

My personal and professional experience is most closely aligned with young professional families, non-profit and community leaders, business owners, and individuals preparing for retirement or recently retired. Our team is well informed on state employee benefits in Wisconsin.

Why Northwestern Mutual

Our team is committed to Milwaukee and Wisconsin for the foreseeable future. Likewise, developing quality long-term relationships has always been important to us. I am proud to continue the sustainable planning and financial strength that Northwestern Mutual has demonstrated as an industry leader for over 150 years. Our mutual form of governance allows us to consistently put our clients first.

Professional

Education

The CERTIFIED FINANCIAL PLANNER^TM (CFP®) certification is one of the most recognized financial planning marks in the world. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

The demand for financial advisors who understand the complexities of planning for persons with disabilities has grown as more families include individuals with special needs and as laws that govern this field have become more complex.

The Chartered Special Needs Consultant (ChSNC^®) program is considered the most comprehensive credential available for financial advisors interested in effectively providing special needs individuals and their families with informed financial advice designed to help preserve assets without jeopardizing access to essential support services.

Since 1927, the Chartered Life Underwriter (CLU^®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. The designation helps individuals build a successful life insurance practice by providing clients with knowledgeable and ethical advice.

Member, Financial Planning Association

M.S., Educational Psychology, University of Wisconsin-Milwaukee

B.A., History, Secondary Education, University of Illinois at Urbana-Champaign

Awards and Leadership

Million Dollar Round Table

I am a Million Dollar Round Table (MDRT) Member. MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

Rookie of the Year, Northwestern Mutual - Greater Milwaukee Group

Certified Trainer, Northwestern Mutual

Here are my areas of expertise

Business Planning

Education Planning & Funding

Estate Planning

Insurance Protection Strategies

Investment Planning & Strategies

Long-Term Care Planning

Planning for Special Needs

Retirement Planning & Income Strategies

Personal

I live with my wife Rebeca and three kids, Roque, Rio, and Nahlia, in Fox Point, Wisconsin. Originally from the Chicago area, I was introduced to Rebeca after I moved to Milwaukee to work full-time with Lake Valley Camp in 2008. After a year of Americorps service in Seattle, we returned to Milwaukee to be closer to family. In my free time, I love to read with a good cup of coffee, and to get outside as much as possible to bike, ski, run, canoe, take family walks, and go camping.

Lending a hand in my community.

I stay true to my roots by advocating for social justice whenever I can, both for the environment and for people. Coaching and counseling in this context is my passion.

I live and work in Milwaukee and am involved in the Greater Milwaukee community in these ways:

Board President, Project Kindred

Project Kindred is working to disrupt the cycle of segregation in Milwaukee by uniting young people of diverse backgrounds and empowering them to lead our city toward justice, equity, and love.

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Finance Committee, Ex Fabula

Ex Fabula's vision is a radically inclusive community that honors the dignity of all people. They leverage personal stories to help community members grow, connect, and heal. Today, programs include a season of public StorySlams and workshops, collaborations with businesses and nonprofits, and media partnerships that extend the reach of stories told onstage.

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Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

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Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

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Get to know my dedicated team

Our team is committed to serving every client that comes to us with the time, dignity, and loyalty they deserve.

Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.