Brian is the Wealth Manager for our Wealth Management Division.  He is responsible for individual investment consultations, employee educational meetings and individual retirement plan reviews.

Brian earned a degree in Business Systems from Taylor University.  He has 8 years of investment experience in the financial services industry.

Brian holds the Series 7, 63, 66, 9 and 10 and Wisconsin Life Insurance license and is a member of Wisconsin Retirement Plan Professionals Ltd.  He also holds the CERTIFIED FINANCIAL PLANNER® designation.  Prior to joining Spectrum Investment Advisors, Brian was an investment consultant with TD Ameritrade.