Brian Placke

Highly skilled and accomplished Certified Financial Planner(TM) with years of comprehensive experience in providing strategic financial planning and wealth management services to individuals and families. Passionate with a demonstrated track record of assisting clients in reaching their financial goals through tailored investment strategies, retirement planning, estate planning, and risk management solutions. Strong expertise in analyzing complex financial data, developing customized financial plans, an delivering exceptional client service. 

Dedicated to upholding the highest ethical standards and building long-lasting relationships based 

on trust and integrity.