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 and soul of Pericles Financial Services. Brice has worked with hundreds of individuals and families since 2013. Client’s love working with Brice on retirement plans because he has deep financial knowledge and simplifies complex information. As an independent financial advisor, he is not bound to any parent company’s products, sales quotas, or interests, allowing him to offer unbiased advice tailored to your unique goals and wishes. Brice is passionate and committed to Pericles Financial, but on the off chance he isn’t working, you can find him working on his golf game, perfecting an old fashioned and spending time with his family.
​
EDUCATION
-
College for Financial Planning: CFP® Certification
-
Ripon College (14'): Economics & Business Management with an emphasis on Finance
​
CERTIFICATIONS
-
CFP® Professional
-
Series 7 & 66
-
Life & Health License
Max Huseboe
ASSOCIATE ADVISOR
Max joined Pericles Financial as an intern in 2022 while pursuing his degree at UW-Whitewater. Graduating in 2025, he also contributed to the UW-W baseball team's 2025 NCAA DIII National Championship title as a pitcher. This competitive background has instilled in him a drive for excellence, which he is eager to translate into assisting individuals and families in achieving financial freedom. As Pericles Financial transitions to a team-based practice, Max, working alongside Brice, is dedicated to providing in-depth analysis and understanding of all financial pillars for clients. Outside of work, Max enjoys boating on Green Lake, is an avid outdoorsman, and enjoys a fun round of golf.
​
EDUCATION
UW-Whitewater (’25): Finance with an emphasis on Financial Planning)
​
CERTIFICATIONS​
-
Series 7 & 66
-
Life & Health License
Abby faul
OPERATIONS MANAGER, FINANCIAL ASSISTANT
INDEPENDENT INSURANCE AGENT
Abby joined the Pericles Financials team in 2021, and since then, she's seen firsthand the significant positive impact personalized financial planning has on our clients' lives. She's passionate about empowering individuals and families, particularly when it comes to securing their future through comprehensive life insurance and long-term care planning, ensuring they understand their options and feel confident in their decisions. Abby provides clients with the best experience, constantly working to enhance our technology and client-facing programs. When you connect with us, you can look forward to speaking with her. In her downtime, Abby loves enjoying the outdoors with her dogs, enjoying an Aperol spritz on a patio, and exploring new coastal destinations.
​
EDUCATION
UW River Falls (16'): Pre-Veterinarian Degree:
Equine Science Emphasis/Chemistry Minor
​
CERTIFICATIONS​
-
Life & Health License
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.
