Brian is responsible for managing Wilon client relationships and helping direct the firm’s business development initiatives. As a Certified Wealth Strategist, he is focused on helping clients make wise financial decisions and putting them on a path to achieving the things most important to them. This includes applying his experience to help break down the complexities of financial planning to ensure clients feel comfortable and confident in their wealth goals. Additionally, Brian’s passion and experience in real estate investment is a valuable asset to Wilon clients.
Before becoming a Wealth Advisor in 2012, Brian worked in finance and retail banking for well over a decade. Prior to joining the Wilon Wealth Management team, he served as Wealth Advisor at Bankers Trust. Brian received his B.A and M.B.A. in Finance from City University of Seattle.
Brian grew up on the west coast and spent time working in D.C. and Denver, but has since enjoyed reconnecting with his family’s Midwest roots after moving to Iowa in 2014. He and his wife, Amy, currently reside in Urbandale with their daughter Sarah, son Luke, and two dogs. Brian has been a rotary member for 15 years and is current member of the Des Moines Rotary Club. In his free time, Brian also enjoys playing golf and helping coach youth sports.