Meet Our Advisory Team
Connect with one of our trusted Financial Advisors in the Madison area. We are here to be a partner with you on your financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our Middleton, WI advisory team if we can be of service.
Connect with Us
Brian Bengry
Senior Wealth Advisor
Brian is a Senior Wealth Advisor for the Beacon Pointe Middleton office and has over 25 years of experience providing comprehensive financial planning and investment solutions for families, organizations, and institutions in Wisconsin. Brian specializes in risk and tax mitigation strategies, retirement solutions, and family legacy planning. Over the years, Brian has enhanced his financial planning expertise by assisting clients in attaining socially responsible, sustainable, and impactful investment goals. For over two decades, Brian has worked with families and organizations to help them integrate their philanthropic passions and values across their investment portfolios. Prior to joining forces with Beacon Pointe in 2024, Brian founded Conscious Capital Management, LLC, an advisory firm that concentrated on an approach to total ethical investments where he became a recognized speaker and educator on the topic of sustainable investing throughout Wisconsin. Growing up with honest and hardworking values learned on a family farm, Brian is passionate about delivering that same experience to every client. Outside of the office, Brian enjoys spending time with family and friends, in the great outdoors, or dedicating some time to different community initiatives, volunteering, and habitat restoration.
Heather Schaber
Senior Client Service Associate
Heather Schaber is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients in a timely and effective manner. She holds her AAB in Business Management from Eastern Gateway and has 20 years of experience in customer service, marketing, management, and sales in the sectors of real estate, investments, and manufacturing. Outside of the office, Heather loves spending time with her family and is passionate about cooking, fishing, shooting archery, and winter sports.
Michael Dubis, CFP®
Partner, Managing Director
Michael (Mike) is a Partner and Managing Director and brings over two decades of experience in coordinated wealth management, with a focus on financial planning, investment management, and serving high-net-worth individuals and families.
Prior to joining Beacon Pointe, Mike founded Michael A. Dubis Financial Planning, LLC, a fee-only financial planning and investment firm, which was acquired by Beacon Pointe in 2025. Throughout his career, Mike has held numerous leadership and advisory roles, including serving as Chair of the 2007 National Association of Personal Financial Advisors (NAPFA) Annual Conference, President and Chairman of the Southern Wisconsin Financial Planning Association (FPA), and Board Member and Investment Chair for Groundswell Conservancy. Mike was also an adjunct faculty lecturer at the University of Wisconsin Business School’s Graaskamp Center for Real Estate. He has also contributed to financial thought leadership as a writer for In Business Magazine and was a frequent media resource for outlets such as The Wall Street Journal, Money, Kiplinger, Smart Money, CNBC, and Bloomberg. Mike earned his bachelor’s degree in real estate and urban land economics from the University of Wisconsin–Madison, and he is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.
Outside the office, Mike enjoys an active lifestyle with his wife, Shelley, their children, and a household of pets. He is also the committee Chair for St. Francis Xavier School in Cross Plains and an active volunteer in his kids’ club summer swimming team. He is an avid reader and outdoor enthusiast who also enjoys spending time traveling, skiing, gardening, and fly-fishing.
Michael Weil, CFP®, CIMA®
Senior Wealth Advisor
Michael Weil is a Senior Wealth Advisor within Beacon Pointe’s Milwaukee office and has more than twenty years of experience working closely with individuals and families, with an expertise in investment management, financial planning, and risk management strategies. Michael has held various executive and senior level positions in the financial services industry with both McCarthy Grittinger Weil Financial Group and Strong Capital Management. Prior to joining Beacon Pointe, Michael was the Director of Wealth Management at Next Generation Wealth Management (which merged with Beacon Pointe in 2021). Mike graduated Magna Cum Laude with a bachelor’s degree in Business Administration and Finance from the University of Wisconsin-Milwaukee and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst (CIMA) designations. He is an active member with the Association for the Rights of Citizens with handicaps (ARCh) and currently resides with his wife and their two children in Hartland, Wisconsin.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
