Invest in your future.
Invest in your future.
Benefit Wealth Partners was built on the idea that people deserve to feel confident about the choices they make about retirement. Our firm believes a long, sustainable, and profitable retirement occurs when clients understand what they have and how it will react to market fluctuations.
We’re here to help them understand how changes will impact retirement in the long term. It’s our job to invest our time and resources in your finances from the beginning and to continually monitor your accounts throughout your retirement years to help put you in the best position to succeed. As a full-service investment advisory firm, we are equipped with the tools necessary to help you make informed decisions and approach your retirement feeling confident and secure.
We’re here to inform, advise, and collaborate with you.
MEET THE ADVISOR
Brent Ford
Partner, Investment Advisor Representative
– Brent
Brent Ford, partner at Benefit Wealth Partners, guides the company with a direct and honest approach. Using his calming nature and industry experience, Brent forms long-term and low-stress relationships with clients so he can ensure mutual respect and familiarity before making recommendations. Brent emphasizes using a high level of customer service to address clients’ financial and informational needs and is not satisfied until he knows they leave his office well-informed and confident in their decisions. Living his life by the motto “Never stop improving,” Brent uses the same philosophy with his business. In fact, he feels the most pride in his work when he is able to outline how the strategies he recommends align with clients’ needs and wants and provide them with the income they desire.
Brent practices pre-retirement planning for Federal employees and enjoys when he can mitigate their concerns through easy-to-understand explanations and detailed information. As such, he’s played an integral part in expanding Benefit Wealth Partners from a two-person firm to a nationwide organization serving unions, associations, and agencies within the Federal government. Brent received his bachelor’s degree from the University of Wisconsin, Eau Claire, is a certified Investment Advisor Representative, and earned his Series 65 certification. He is a proud Wisconsinite and, outside of work, enjoys spending time with family, hunting, and boating.
Zachary Croft - Partner
Zac Cockroft has a natural gift for understanding people’s needs, which influences what he does every day as a certified Investment Advisor Representative. He develops relationships with clients in every stage of life, so understanding their needs and how they change is paramount to helping them succeed. Zac does what’s best for his clients, putting their interests above his own. This philosophy differentiates Zac, who is driven to help as many people as possible. He knows there are thousands of federal employees who need assistance and it’s imperative he continues giving them the highest level of service.
Zac is proud when a client calls to thank him for helping them through the retirement process with their federal benefits, stating that without his help, they might still be working. Seeing the excitement on their faces when clients discover they can retire—without the financial stress they anticipated—makes it all worth it to Zac. With his positive attitude, Zac has learned no matter how tough a situation may seem, there is always a way to solve the problem. He strives to bring that positivity to his everyday responsibilities at Benefit Resource Partners.
Zac is a graduate from University of Wisconsin Whitewater with a bachelor’s in business marketing and is a certified Investment Advisor Representative with a Series 65 certification. He also currently holds life, health, property and casualty insurance licenses.
Outside of the office, you can find Zac enjoying time with his family and everything the great outdoors has to offer.
Adam Galler - Investment Advisor
If you’re looking for a driven, motivated individual to assess your specific needs and help guide you to your goals, Adam’s your person.
As a graduate in management from the University of Wisconsin-Eau Claire, Adam’s expertise lies in overall finance and the stock market. He feels successful when he sees his recommendations and innovative ideas have an impact on his clients’ retirements.
Adam embraces taking on complex planning problems and enjoys finding precise strategies that fit a client’s unique financial situation. Successfully working through those concepts and implementing a plan that works—and improves client confidence—is what it’s all about.
Outgoing and a complete extrovert, Adam is energized by the people around him, so talking with clients gives him that high-energy buzz that encourages him to keep pushing forward.
In his spare time, Adam enjoys fishing, hunting, hockey and football.
Jack Kilibarda - Investment Advisor
Jack Kilibarda is committed to listening to clients’ wants, needs, and concerns. He has a passion for problem solving, making him the perfect fit for guiding clients.
Over the years, Jack has learned to be patient, consistent, open-minded, and motivated because it best helps him build personal relationships with his clients. He’s a quick learner and is proud to be an essential component of the Benefit Resource Partners team, where he can make a difference assisting clients in the federal space.
Jack’s drive comes from the desire to keep learning and developing new skills that he can apply to his work, ultimately benefiting the client. His positive and tenacious mindset is what helps him maximize each client’s options to fit their specific needs.
Jack attended the University of St. Thomas in St. Paul, Minnesota, where he graduated with a bachelor’s in finance from their Opus College of Business.
Outside of work, Jack enjoys spending quality time with family and friends, and being active outdoors. He specifically enjoys snowmobiling, fishing, and hunting.
Reid Kilibarda
Evie Shaller - Finance Coordinator
Utilizing a comprehensive system for both wealth accumulation and retirement income planning, Evie focuses on constructing retirement income plans that hone in on the specific goals of each client.
She is honest and dependable, always putting clients’ needs first and always keeping an open mind. Evie thrives when she’s discovering the right strategies for clients that help protect and preserve their wealth. Evie is committed to her work and passionate about getting to know clients and helping address their financial concerns.
A graduate of the University of Wisconsin-Eau Claire with a Bachelor of Science and a Master of Business Administration with an emphasis in finance from Grand Canyon University, Evie has an affinity to never stop learning. Characterizing herself as hardworking and curious, Evie is currently a candidate to earn her life insurance license, Series 65 securities license and Chartered Financial Analyst (CFA) certification come next year.
Outside of work, you’ll find Evie spending time with family and friends.
Melissa Olson - Client Services Representative
Melissa has found that communication is key when it comes to maintaining a successful client relationship.
As a client services representative, Melissa is committed to being as helpful as possible and ensures she has the time necessary to speak with clients, no matter the issue. With a drive to constantly improve and learn, Melissa is dependable and honest and passionate about building a foundation with clients they can rely on.
Melissa has a keen sense for marketing and holds her associate degree in business management from Chippewa Valley Technical College.
Outside of work, Melissa likes to spend quality time with family.
Gillian Schaller - Client Services Representative
Mary Grefe - Client Services Representative
Hardworking and approachable, Mary is committed to focusing on achieving clients’ goals while ensuring they’re comfortable throughout the entire process of working with the team. She is efficient and effective, which makes her role a perfect fit for her. Mary provides client-centered service, creating an inclusive environment where clients don’t feel intimidated talking about their unique situations.
Mary is patient and enjoys conversing with the clients she serves, who reside all across the U.S. She was attracted to working at the firm because of her passion for helping people. She understands retirement is an important time for everyone, and that federal benefits can be overwhelming, so she’s happy to be a resource to make them easier to understand.
Through her work, she’s been able to build on her life experiences and education to remain employed in careers that complement her values. She prefers to move forward in work, and keep it meaningful and interesting, which is why she enjoys working at Benefit Resource Partners immensely.
When she’s not in the office, Mary loves being outdoors near the water, but most of all, she loves being with family—especially the grandkids, her husband Phil, and Maggie, their French Brittney.
45 E Elm St., Suite 2
Chippewa Falls WI 54729
Phone: 800-905-8576 Fax: 866-864-9351