Brian Kleist, principal at CliftonLarsonAllen Wealth Advisors LLC in Wauwatosa, works to understand each client’s personal goals, according to colleagues.
“Clients receive thoughtful feedback on how to accomplish their goals by reducing costs, taxes and risk while still fostering investment growth. Brian understands the importance of collaboration with clients, wealth advisory team members and other advisors across CLA,” according to Karin Gale, principal at CLA. “As part of the leadership team charged with growth across Wisconsin and Minnesota, Brian moves the CLA team to new levels of service.”
Casey Anderson, managing principal of wealth advisory with CLA, agrees.
“Brian’s collaborative style has allowed him to grow CLA’s wealth advisory practice in southeast Wisconsin,” Anderson said.
Outside of the office, Kleist worked with other young Milwaukee-area professionals to launch Young Wishmakers of Wisconsin to promote Make-A-Wish and raise awareness and funds to support wishes for children.