Brian graduated from the University of Wisconsin-Whitewater where he earned his Bachelor of Arts Degree in Organizational Communication with a minor in Advertisement. Brian has been working for Tim McIlwain since 2008 and has held various roles during that time. Currently he is the Director of Operations for the practice where he reviews, analyzes, and evaluates business procedures. Implements policies and procedures that will improve day-to-day operations for the practice.
“The best part about working at Osaic Wealth, Inc. is setting team goals and being able to achieve those goals with hard work from every staff member. It is exciting to be a part of a growing practice with a reputation for putting clients first.”
Brian holds both the Series 6 & 63 securities registration and the State of Wisconsin Life and Health License.