PERICLES FINANCIAL SERVICES
Our team of highly educated professionals are here to help you with one or all of your financial goals. No matter where you are at in life, we want to put your dreams into action by creating a tailored plan that fits you. Whether you need a retirement plan, risk management advice, an investment advisor representative or simply have questions you need answered, we are here for you. Feeling like you aren’t sure what your future needs are? Don’t fret! We pride ourselves in getting to know our clients to better understand what truly matters for their future selves.
BRICE TErBEEST, CFP®
INVESTMENT ADVISOR REPRESENTATIVE
Brice TerBeest, CFP® is the heart behind Pericles Financial. His dream of creating a financial services firm stems from understanding the privacy of finances and wanting to make it easier for people to better themselves and their families without the hassle of multiple companies. Finding a passion for finances after a macroeconomics course, he left behind his goals of being a history teacher (besides his love for Greek décor) to be a financial planner. Since 2013 Brice has helped many walks of life, with a variety of circumstances, get their financial rapport up to snuff. Like most cliché financial professionals, Brice likes to golf and play tennis. You can also occasionally find him at a new brewery or hanging out with the dogs.
EDUCATION
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College for Financial Planning: CFP® Certification
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Ripon College (14'): Economics & Business Management with an emphasis on Finance
CERTIFICATIONS
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CFP® Professional
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Series 7 & 66
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Life & Health License
Abigail "Abby" faul
OPERATIONS MANAGER, FINANCIAL ASSISTANT
INDEPENDENT INSURANCE AGENT
Abigail Faul (Abby) has been with Pericles Financial since 2021. She wears a multitude of hats including financial assistant, receptionist, office manager, event planner, community and client outreach representative and marketing coordinator. Just to name a few. Abby enjoys elevating events for clients and finding new ways to get Pericles involved in the community. We hope you enjoy the new flares Abby has brought to the firm as much as we do and can’t wait to see what she cooks up next! Abby has been roped into the cliché hobbies of someone in the finance world, but her own interests include anything ocean/water related, spending time with the dogs, cooking, and traveling.
EDUCATION
UW River Falls (16'): Pre-Veterinarian Degree:
Equine Science Emphasis/Chemistry Minor
CERTIFICATIONS
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Life & Health License
RanDY Brehmer
INVESTMENT ADVISOR REPRESENTATIVE
Randy Brehmer brings more years of experience to the table than Brice has been alive! After years working as a supervisor in construction Randy switched his profession and got into the world of finance. His passion is for talking and helping people. In his spare time he hits a golf ball down the middle of the fairway, sinks 25 foot putts and cleans out his golf partners. Outside of that, he spends time with his lovely wife, Linda, his three daughters and four grandsons.
EDUCATION
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Graduate of MSOE (Class of 1971)
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Graduate of Markesan High School (Class of 1969)
CERTIFICATIONS
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Series 6, 63, 65, & 7
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Life & Health License
(retired)
35+
Years of experience
WATCH FOR US IN THE COMMUNITY
about our logo
In the year 432 BC in ancient Greece war seemed inevitable between Athens and Sparta. A sense of doom settled on the city of Athens as they assembled to discuss their options against a far superior Spartan army. The hawks and doves debated tirelessly for hours until one man stepped forward to address the assembly. This was Pericles. Pericles persuaded his opposition with wisdom, logic, and airtight tactics. Ultimately, it was his strategy that the city agreed to.
Pericles was revered for rational thought and wisdom. A lesson to take from Pericles and the war between Athens and Sparta is to create a carefully thought-out plan that is well understood. Equally important, believing, adapting, and sticking to that plan will set you up with the greatest chance of your success. Planning is what we do.
CONTACT
Pericles Financial Services
PO Box 476
920-896-0012 (Office)
920-763-2967 (Mobile/Text)
920-896-0250 (Fax)