Chris Brumfield, CFP®

Chris is a Partner, Senior Wealth Advisor based in the Beacon Pointe Milwaukee office with more than three decades of experience in wealth management and financial services. She works closely with high-net-worth individuals and families, including entrepreneurs, executives, and multigenerational families, to bring clarity and coordination to their complex financial lives. Chris takes a comprehensive approach to wealth management, beginning with a thorough understanding of each client’s priorities, values, family dynamics, and long-term vision. She helps clients align decisions across wealth planning, investment management, estate strategy, tax considerations, and lending while collaborating with other professionals involved in their financial lives.

Throughout her career, Chris has developed extensive experience guiding clients through periods of transition and increased complexity, including retirement, changes in leadership or business ownership, wealth transfer, and evolving family circumstances. She also has a particular passion for Women & Wealth, helping women gain greater clarity, confidence, and ownership of their financial lives through leadership, retirement, divorce, inheritance, the loss of a spouse, and other significant life transitions. Chris earned a bachelor’s degree in Business Administration and Management from Cardinal Stritch University and is a CERTIFIED FINANCIAL PLANNER® professional. She was recognized by BizTimes Milwaukee as a 2026 Notable Leader in Wealth Management.