Allen E Beranek, CLU®, RICP®, CASL®
Wealth Management Advisor


Beranek Financial

Our Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 
Matthew A Beranek

Matthew A Beranek

Office 414-271-3242

Matt grew up in Franklin and graduated from Milwaukee Pius XI High School.  He received his Associate Degree from MATC and pursued a career as an electrician for 12 years.  His personal life has taken him in a new direction and he joined the Northwestern Mutual family in 2013.  He looks forward to being a part of a team whose primary purpose and goal is to help build a financial foundation and future for their clients.  Matt has his Wisconsin Life and Health Insurance licenses.
 

Matt can help you with:

  • Information & Servicing of Insurance policies
    • Address/Bank/Owner/Beneficiary changes
    • Billing Inquiries
    • In-Force Ledgers
    • Illustrations/Proposals
  • Confirmation of Appointments
  • Claims (Death and Disability)

Matt currently lives in West Allis.  He enjoys playing competitive sports, hunting, and remodeling his home.


Lisa Lopacinski, CFP®
Financial Planning Consultant

In addition to my own staff, Lisa helps me deliver financial security to clients by assisting me with providing comprehensive planning, investment analysis and proposals. Lisa is employed by Northwestern Mutual home office and resides in Milwaukee, Wisconsin.

Lisa holds the Certified Financial Planner® designation in addition to the Series 7, 63 and 65 FINRA licenses and Wisconsin Life and Health insurance licenses. Lisa has a Bachelor’s degree in Political Science from St. Norbert College. Prior to coming to NM Lisa worked as a financial planner for 3 years and a wealth management advisor for over 7 years. Lisa has a strong focus in helping people understand and attain financial success through financial planning.  In her free time, Lisa serves on the Board of Directors for HOPE Network in Menomonee Falls, Wisconsin.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


 

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck