Brian is one of the financial advisors of The Grandville Group at Waddell & Reed. He started after graduating from Grand Valley State University in 2009 and truly believes all good things start with a plan. Brian works closely with his clients in developing and implementing a financial plan based on their individual needs, values, and goals.
Education, communication, and follow through are a few of Brian’s strongest attributes. He enjoys building deep relationships with the intention of working for his clients many years to come. Growing up in the small town of Borculo, Brian recognizes his work ethic and drive were instilled in him from his youth.
In 2014 Brian earned his Certified Financial Planner™ certification helping strengthen his knowledge and understanding in the industry. He specializes in analyzing a client’s current financial position and helping them implement strategies with the goal to increase the likelihood of their success. Brian’s focus is working with pre-retirees and retirees in both the accumulation and distribution phases of life.
Brian enjoys working as part of a team at Waddell & Reed as he gets to help grow and promote a business he is passionate about. He also enjoys spending time outside the office with his family and friends. Brian and his wife Paige have 3 young boys: Conner, Porter, and Sawyer. There is rarely a dull moment at home!! Paige and Brian currently live in Jenison, just 4 miles from our office. Faith is a vital part of their household and they are active members in Cottonwood Church. In his spare time Brian enjoys camping, running, hunting, and golfing in the great outdoors.
Waddell & Reed is not affiliated with any other entities referenced. 3/21