Brian is a Paraplanner at Waggoner, where he supports the firm’s wealth management and financial planning services by preparing detailed analyses, creating client reports, and assisting advisors with strategy development. He holds a Bachelor of Science in Economics with a minor in Business Administration from Elmhurst University and a Master of Science in Financial Planning and Wealth Management from Michigan State University.
Brian is known for his curiosity and commitment to delivering high-quality work. He approaches every task with enthusiasm, whether helping clients plan for their future or supporting internal projects that enhance the firm’s efficiency. His thoughtful approach ensures that clients and colleagues alike can rely on his insights and contributions.
Outside of work, Brian enjoys skiing, golf, waterskiing, working out, and spending time with friends and family. A fun fact about Brian is that he has never tried ketchup. His personal motto, “You get out what you put in,” embodies his dedication to both his professional responsibilities and his personal growth, emphasizing hard work, focus, and a positive attitude.