“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that are likely to get you where you want to go.” – Benjamin Graham
Brian joined Strategies Wealth in March of 2021 after working with clients for 20 years in the Financial Service industry. He is a strong proponent of creating a master plan for clients to help them achieve their family or organization’s financial objectives. This master plan serves as the foundation for his clients to make the appropriate decisions to achieve their short and long term goals.
Brian received his degree in Business Administration at Hope College. Since his graduation from Hope College he studied at the University of Pennsylvania at the Wharton School of Business to obtain his Certified Investment Management Analyst (CIMA®) designation and also obtained his Certified Financial Planner (CFP®) designation through Grand Valley State University. Brian continues to enjoy working with individuals, families, and organizations to meet their financial goals and objectives.
In his free time, Brian enjoys time with his wife Jen and their 3 boys and their active schedules in sports, music, and school. He also is passionate about his time in being a leader with Young Life and also travels multiple times a year to Haiti to support the non-profit organization Starfysh, where he serves as their Vice President.