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 9 years of investment experience in the financial services industry.

Brian holds the FINRA Series 7 General Securities Representative, NASAA Series 63 Uniform Securities Agent State Law, NASAA Series 66 Uniform Combined State Law, FINRA Series 9 and 10 General Securities Sales Supervisor (held at LPL Financial) 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 for 7 years.