Our Associates

Bret Hartung
Partner
Financial Services Professional
Location
Chicago – Wacker Drive, IL

Bret Hartung

Bret Hartung brings 25 years of work experience to the Financial Services industry. His practice has always been, and continues to be, focused on working collaboratively with clients in the areas of investment advisory services, asset management programs, insurance planning and retirement/estate planning.  Bret also specializes in working with business owners as a business continuation consultant.

Throughout his career, Bret has been recognized many times by his peers as well as industry standards, for his levels of production and growth. Bret feels his biggest accomplishments result from his passion as a mentor, and he looks forward to continuing to be an integral part of the firm’s growth.

Bret’s number one priority is his family.  He currently resides in Lincoln Square, Chicago with his wife, Tarah and their twins, Ethan & Riley.  In his spare time, he is active in the Capital Campaign for the Waldorf School. In between meeting with clients and mentoring, Bret may sneak in a round of golf here and there. He also enjoys traveling, and spending time with friends and family at his lake house in Michigan.

Debby Young

Assistant
Location
Wauwatosa, WI