Debra Owen Email & Phone Number

The La Bri Group is a referral-only, independent financial services firm based in Brookfield, Wisconsin. Our depth of analysis combined with a design-first approach yields unmatched results for a selective set of individual and professional clients nationwide.For Individual ClientsOur complete design approach to wealth management begins with defining objectives and portfolio review, addresses retirement income planning and risk management, and considers estate planning and transfer. Innovative use of traditional vehicles and an appropriate blend of alternative investments, such as energy projects or real estate investment, translates design into results.For Professional and Corporate ClientsOur areas of expertise for professionals and their firms include development and coordination of qualified retirement plans, including profit sharing, 401K, and pension plans. Through effective design, organizations can address critical issues in key executive compensation and retirement planning, while careful consideration is given to the interplay of professional and personal objectivesFinancial Advisor offering securities through Cetera Advisors LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.SpecialtiesPortfolio assessment, risk protection, qualified plans, non-qualified plans, alternative investments, estate planning, trusts and life insuranceAll third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

• 

  Vice President

  La Bri Group

  Apr 2004 - Present - 675 N Barker Road Suite 310, Brookfield Wi 53045