Brian is a Wealth Manager for SVA Wealth Management. He has been in the financial services industry since 2014. Brian’s experience includes working in the mutual fund industry, as well as private wealth management for high net worth individuals. He enjoys monitoring the financial markets and keeping current with trends to provide his clients with appropriate financial guidance to help them meet their goals.
Brian is a CERTIFIED FINANCIAL PLANNER™ and uses his knowledge to provide goal-based planning for his clients.
Prior to joining SVA Financial Group, Brian worked at a local Registered Investment Advisor (RIA) in Des Moines, Iowa, guiding clients through their financial lives to help them meet their goals.
- University of Wisconsin - Whitewater - Bachelor of Business Administration - Finance
- CERTIFIED FINANCIAL PLANNER™