AGH Wealth Management
A Wichita native, Brian and his family have been in the oil and gas industry for more than four generations. He understands entrepreneurs and specializes in customizing portfolios to manage their appetite for risk vs. return while maintaining the objectives of wealth accumulation and preservation. Brian’s independence from proprietary investment products allows him to offer unbiased and objective advice. His experience includes creating non-traditional portfolios that work towards reducing overall market volatility while pursuing growth of his client's overall wealth.
As a CFP® Professional, Brian has committed to meet the standard of excellence for competent and ethical personal financial planning. Brian received his undergraduate degree in business finance from Wichita State University and holds his Series 7 and Series 66 securities registrations as well as his life, health and disability license in multiple states. He has earned a masters degree in family financial planning through Kansas State University. Through his education and experience, Brian has become his clients’ trusted advisor, working with other AGH Wealth Management advisors to deliver comprehensive planning.