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Briana Wolfe

Payroll Specialist & CAS

Bri Wolfe is a Payroll Specialist at Compound Wealth, where she partners with clients to deliver accurate, timely payroll services and responsive support. She enjoys helping businesses navigate payroll processes while building trusted relationships through dependable service, attention to detail, and a client-first approach.

Prior to joining Compound Wealth, Bri gained experience supporting payroll and people operations for organizations across a variety of industries, including high-volume payroll processing and payroll administration. She is passionate about expanding her expertise at the intersection of payroll and human resources.

Education

Bachelor of Science in Human Resource Management (Expected 2027)

Professional & Community Organizations

Milwaukee Metro SHRM

DisruptHR (Milwaukee & Chicago)

Outside the office

Outside of work, you’ll likely find Bri attending concerts and live theatre, cheering on Wisconsin sports teams, exploring the outdoors through camping, hiking, or being on the water, or planning her next travel adventure. She lives in Milwaukee, Wisconsin, with her partner, Jeff, and their Devon Rex cat, Nova.

Blogs

Blog

Retirement Planning in Madison, WI: A Wealth and Tax Checklist

Retirement planning in Madison, WI often involves more moving parts than people expect. Many households here combine state or university pensions, workplace retirement plans, health care questions, and in some cases a business or rental property. Turning all of that into reliable income, while managing taxes for decades, takes coordination between your investments and your tax plan.

Finding a Fiduciary Financial Advisor in Madison, WI

If you are looking for a fiduciary financial advisor in Madison, WI, you are already asking one of the most useful questions in the search: will this person be required to act in my best interest?

How to Choose a Financial Advisor for Business Owners

For most business owners, the company is the largest asset they own, and personal and business finances are tightly connected. Decisions about compensation, retirement plans, entity structure, and an eventual sale all affect your personal wealth and your taxes. That is why choosing a financial advisor for business owners usually calls for more than finding someone to manage a portfolio.

Financial Advisor for Physicians: Wealth and Tax Planning for Wisconsin Doctors

Physicians often reach high income later than other professionals, carry significant education debt, and then face complex decisions quickly: practice ownership, retirement plans, insurance, and taxes that rise as income grows.

High Net Worth Financial Advisor: What to Expect and Questions to Ask

As wealth grows, financial decisions start to overlap. A stock sale affects your tax return. A business distribution changes how much you can invest. A gift to your children touches your estate plan. A high net worth financial advisor is meant to help you see those connections and make decisions with the full picture in view, rather than one account or one tax year at a time.