Team profile

Personalized advice to help you achieve your goals

 Your financial goals are individual, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life. Sign up for a complimentary initial consultation.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Retirement Income Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Investments

Awards & recognition

  • Brent Kimbel, Forbes Best-in-State Wealth Advisors, 2021-2023
  • Brent Kimbel, Ameriprise Circle of Success, 2004-2022
  • Compelling Wealth Advisors, Ameriprise Client Experience Award, 2022

Community participation

Volunteer event at the Dane County Humane Society in Madison, WI
Volunteer event at the Dane County Humane Society in Madison, WI

The staff at Compelling Wealth are involved in many community events and charities in the Madison, WI area throughout the year.