Our Team

Nathan G. Brinkman, CFBS

Financial Advisor

Growing up in a family business in South Dakota created life long memories for Nathan.  The demands of business and a changing economy eventually forced a sale.  He understands the ups and downs of owning a business and all it entails.

Specializing in assisting business owners, executives, and their families plan for their financial future, Nathan is a Certified Family Business Specialist.  This is the first accredited graduate program developed exclusively for the family business market.  Nathan's concise and interactive style is extremely effective in helping business owners and executive management identify, anticipate and avoid the most common mistakes that plague businesses.  Nathan often works with a team of experts to help orchestrate positive solutions to a business or personal financial situation. 

Nathan resides in Madison with his wife, Chris, and three children, Alyssa, Gerrit, and Jack.  He is an active member of Good Shepherd Lutheran Church and participates in many church activities.  In his free time, Nathan enjoys spending time with his family, traveling, and has a passion for cars. 

Nathan has been selected as one of In Business Magazine's "40 Under 40" for 2010.  Nathan is also a member of the WTBA (Wisconsin Transportation Builders Association) and is a committee member for the Madison Children's Museum. 

Nathan may be contacted directly at 608-828-4338 or via email at nbrinkman@finsvcs.com

Nathan Brinkman is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc.

Kimberli A. Lancaster

Client Relations Manager

Kim grew up on a family farm in southwest Wisconsin.  After graduating from UW-Platteville with a degree in Business Administration, she moved to Madison and began her career in the financial services industry.  Her current role is overseeing the entire client process, and is actively involved in providing first class service to our clients.

Kim and her husband, Tim, reside outside of Madison. In her free time, Kim enjoys spending time with her family and friends.  She is also an avid sports fan, with a passion for the game of baseball.

Kim may be reached directly at 608-828-4335 or via email at klancaster@finsvcs.com

Kimberli Lancaster is a registered representative of and offers securities through MML Investors Services, Inc.