Team

Ed Newman

Financial Advisor

262-372-3812

Ed Newman earned a BSB in Business Management from the University of Minnesota in 1981. After working in retail management and entrepreneurial ventures, Ed became an Agent with Prudential in 1986. Within 2 years, he was promoted to...

Brandon (BJ) Helleson

Financial Planner

262-372-3801

262-372-3811

brandon.helleson@prudential.com

BJ started in the financial services industry with Prudential in 2009 after graduating from the University of Wisconsin-Oshkosh with degrees in finance and marketing. He worked as a financial advisor until 2012, when he was promoted to...

Barb Gehl

Marketing Assistant

262-372-3800

262-372-3812

barbara.gehl@prudential.com

Barb has worked for Ed Newman since 2007 as a Marketing Assistant in the Waukesha office. She previously worked as a Treasury Analyst in Milwaukee. Her role and administrative responsibilities have expanded over the years, and she is...

Katy Pfister

Marketing Assistant

262-372-3800

262-372-3812

katy.pfister@prudential.com

Katy has worked for BJ Helleson & Ed Newman as a Marketing Assistant since 2016. Her responsibilities focus on aiming to provide excellent service to clients and handling all administrative duties in the Sussex StratiFi office. She has...