About

Brian Headshot

As a CERTIFIED FINANCIAL PROFESSIONAL™ I have the education, training, experience and ethics to help guide you from where you are today to where you want to be in the future and for generations to come.

As a lifelong resident of Blair I understand the pride that this community has for our neighbors, schools, businesses and families. It is the reason I have chosen to remain a part of the community and invest time and attention as a local business owner. I’m committed to the people of Washington County to helping them reach their financial goals now and for many years to come. I look forward to the opportunity to serve as your personal financial planner.

I have been serving in the financial services business since 2002. Prior to starting PlanVest I worked 6 years as private client advisor for First National Wealth Management, 4 years as a financial advisor with Edward Jones in Omaha and 2 years as a credit analyst with Washington County Bank in Blair. My role as a financial planner is to help clients using comprehensive financial planning to achieve their goals by providing impartial, unbiased advice that people can trust. I have experience working with ultra affluent, affluent and mass affluent clients providing them solutions in all areas of financial planning. I earned my Bachelor’s Degree from Northwestern College majoring in Business Administration. Currently I hold a series 7,66,63, life/health and annuities license. In addition I have earned my CWS® (Certified Wealth Strategist), AAMS® (Accredited Asset Management Specialist) and CFP®, CERTIFIED FINANCIAL PLANNER™ designations.

My wife Ashley and I with our 3 children, Brady, Laynie, and Barrett enjoy this community and the family friendly enviroment. When I am not consulting with clients, I enjoy golf, spending time with my family and coaching my kids is one of my favorite activities. 

Logo for CFPLogo for AAMSLogo for CWSLogo for XYPN