In our opinion, most wealth management firms only offer their clients short-sighted financial advice. In addition, we believe portfolios are primarily invested in yesterday’s top performers, rather than focusing on the future.
TopTier was created to combat both of these significant issues. By providing comprehensive wealth management, we strive to make sure no detail is ever overlooked in the financial planning process.
Furthermore, rather than chasing past performance, we also invest our clients’ investment portfolios with future prospects in mind.
Our Team
As our name implies, TopTier’s goal is to deliver consistent investment results, while also striving to provide the highest level of consistency and service.
Wealth Management Team
Mike Brusko, CIMA®, Partner
For over 10 years, Mike Brusko has worked diligently in the investment management industry, most recently at Heartland Advisors, a Milwaukee, Wis.-based investment firm that manages approximately $1.7 billion. In a National Accounts role, Mike was responsible for providing investment consulting and managing relationships with many of Heartland’s largest clients—an opportunity he relished from 2010 to 2018.
In 2013, Mike obtained the prestigious Certified Investment Management Analyst (CIMA) designation, which included completing an executive education program through The Wharton School at the University of Pennsylvania.
The CIMA certification is recognized as the standard for advanced investment consulting, as it requires professionals to learn and apply the investment knowledge necessary to meet individual and institutional investors’ real-world needs—knowledge that will be critical as Mike constructs investment portfolios and manages relationships with TopTier clients.
Austin Nelson, CFP®, Partner
After a successful start to his career as a National Sales Manager, Austin Nelson has spent the past five years in the wealth management industry, while working at two elite financial planning firms.
His work is particularly characterized by an obsession to detail, as well as a desire to leave no stone unturned in the financial planning process. He not only offers each of his clients a strong work ethic, but he also has a deep level of financial planning knowledge, which we believe will be crucial for their long-term financial success..
As a Certified Financial Planner (CFP)—a designation that represents the highest level of competency, ethics and professionalism in the financial planning profession—Austin will always be held to a fiduciary standard of care as he provides financial advice.