About
After nearly ten years in engineering, Brian achieved his goal of becoming a CERTIFIED FINANCIAL PLANNER® Professional in 2020. His detail-oriented personality makes him a great fit for performing in-depth tax and comprehensive financial planning for all clients, especially those who are highly analytical. Brian has a heart for helping families reach their long-term goals, educating and guiding them from the start of their wealth-building journey through the later stages of enjoying and passing wealth to future generations.
Brian lives in Omro with his wife, Laura, and their children, Emma and Charlie. He enjoys biking, hunting, playing soccer, and coaching his children’s sports teams. Brian is also actively involved in his community as a board member of his church and a member of the Executive Board of Winnebago Lutheran Academy.
Education
- BS,Civil Engineering, University of Wisconsin Platteville
Resources from Brian Rogers
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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Schedule an initial consultation