About Brian Brown

 

As a CERTIFIED FINANCIAL PROFESSIONAL™ I am prepared to help by partnering with you to help meet your overall individual and business financial planning and investment management needs.

I have been working 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 in Omaha and 2 years as a credit analyst. 

I received my Bachelors 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 AAMS® (Accredited Asset Management Specialist) and CFP®, CERTIFIED FINANCIAL PLANNER™ designations. 

Currently, I serve on the board of directors for the  Blair Soccer Association.  My wife Ashley and I have 3 children, Brady, Alayna, and Barrett.  When I'm not at work I try to keep up with our kids in their various activities.