Meet the Team

ABOUT 1ST OPULENCE FINANCIAL

Since its inception, 1st Opulence Financial has been locally owned and operated here in Southeastern Wisconsin.  Over the years we have grown and now represent clients all over the United States, but our Midwestern roots are strong, and we service clients throughout the Milwaukee & Chicago areas.  We have helped thousands of clients meet and exceed their financial goals.

1st Opulence Financial & Great Lakes Wealth Management maintain rigorous fiduciary standards while helping our clients achieve their financial future.  We base ourselves on these principles: making things simple and providing honest financial advice that is always in our clients’ best interests.  We hold integrity to our clients’ best interests as not only essential, but fundamental.

BRIAN WHITAKER

OWNER/AGENT

Born and raised in Indianapolis, Indiana, Brian attended college at Indiana University.  He received his BS in Public and Environmental affairs.  Brian moved to the Milwaukee area more than 20 years ago and lives with his fiancé Briana and their three kids in Southeastern Wisconsin.

PROFESSIONAL EXPERIENCE

  • Fiduciary, holds a 65 Series license
  • More than 19 years of experience in the Financial Services and Investment Advisory industries. Investment Advisory Services are offered through Great Lakes Wealth Management.

SHARIF BAKHOUM

OWNER/AGENT

Born and raised in Chicago, Illinois, Sharif attended college at Purdue University.  Since then he’s lived and worked in the Chicago land area.

 

Professional Experience

  • 19 plus years of experience in the financial services industry
  • Specialize in wealth management & estate preservation

 

OUR GIVING BACK PROMISE

1st Opulence Financial helps support the Phelan-McDermid Syndrome Foundation.  This is a cause near and dear to Brian’s family, as his nephew has Phelan-McDermid Syndrome.  It’s a genetic Syndrome caused by a deletion or mutation on the q arm of chromosome 22.  For more information please visit www.PMSF.org

Miranda Smith

EXECUTIVE ASSISTANT

Miranda was born and raised in Central North Carolina and moved to Wisconsin in 2016 with her husband and two boys.  She is a true southern girl at heart.  Miranda brings over 25 years of professional experience in the administration, insurance and customer relations fields.

Miranda’s free time is spent chasing her two boys around Wisconsin for football, soccer and musical events.  She loves to travel with her family and experience new adventures where ever she goes.