Brian Wilmet is a financial advisor dedicated to helping individuals and families achieve their financial goals. Since 2002, Brian has utilized his Bachelor of Science degree in Finance from the University of Wisconsin-La Crosse to provide expert guidance.
Brian's interest in finance was sparked by early involvement in the stock market and a natural affinity for math. His specialized areas of expertise include retirement income planning for individuals and families, as well as advising on 401k plans.
What sets Brian apart is his commitment to education and coaching. He takes pride in ensuring his clients understand the importance of saving, investing, and developing a comprehensive financial plan.
Outside of work, Brian serves on the advisory board for a business finance class at the University of Wisconsin-La Crosse. In his leisure time, Brian enjoys sports such as golf, volleyball, basketball, and football, as well as traveling, attending concerts, and playing cards.
Clients working with Brian can expect personalized guidance and a partner dedicated to their financial success.