Brian is a Wealth Advisor and joined the Wieferich Financial team in 2013. He graduated from Central Michigan University in 2011 and began his professional career at PNC Bank.
He enjoys working closely with clients to develop a deep understanding of each individual/family/business and their unique situation. In addition to advising clients, Brian also directs our Asset Management process which includes research, presentations, creating portfolios and trading client accounts.
Brian earned the Chartered Financial Consultant® designation in 2022 after completing the eight courses through the American College of Financial Services. The ChFC® designation represents a comprehensive education that addresses all aspects of personal financial planning, with a focus on practical, real-world applications. ChFC® designees are committed to professional and ethical best practices and must recertify this commitment annually. Additionally, Brian holds his FINRA series 7 (with LPL), and series 66 (with LPL and IAA) registration licenses and his state insurance licenses.
In his spare time, Brian enjoys traveling, golfing, listening to market and history podcasts, and going on walks with his dog, Fritz.
If you would like to contact Brian, click here to schedule a consultation.