Shelby Klein, CPA

Partner

An entrepreneur at heart, Shelby has always been driven by passion. She excels when partnering with small businesses because she understands the unique individuals committed to seeing their business succeed. Shelby believes that a solid financial foundation is at the core of every successful business, and throughout her career has helped hundreds of businesses, individuals and non-profit organizations realize and achieve their financial goals.  

A lifelong resident of Milwaukee, Shelby earned degrees from the University of Wisconsin-Milwaukee in accounting, finance and real estate. Prior to realizing her own entrepreneurial dream and founding Simply Balanced Accounting, Shelby held positions as a leader within a mid-sized public accounting firm and controller for a local manufacturing firm.

When she isn't busy crunching numbers, Shelby can be found checking out new restaurants or fixing up her Washington Heights bungalow with husband John.

e: shelby@simplybalancedmke.com

t: 414.914.6288

 
 
 
 
 

Drew Faust, CPA

Partner

While a knack for numbers has propelled Drew's career in public accounting, the close connections he forms with clients is what keeps him coming back for more. Put simply, Drew understands what’s important to his clients. Whether the business is brand new or well-established and seeking growth, Drew excels at building the bonds of trust and becoming more than just an accountant to those he works with.

Drew has bachelor’s degrees in accounting and finance and a master’s degree in taxation from the University of Wisconsin-Milwaukee. Prior to feeling the entrepreneurial itch and establishing Simply Balanced Accounting, Drew was climbing the corporate ladder at a mid-sized public accounting firm and spent a number of years in the accounting department of a state-run agency.

An avid cheesehead and connoisseur of craft beer, Drew lives in Wauwatosa with his rescue pointer/lab mix Oreo. 

e: drew@simplybalancedmke.com

t: 414.914.6797