My Profile

Qualifications

Brian provides his clients with more than 20 years of experience in the financial service industry. His areas of expertise include retirement income planning, estate planning, divorce financial planning and building tax efficient investment portfolios. Brian is a licensed Financial Advisor who has obtained the FINRA Series 7, 9, 10, 63 and 65 securities licenses. He has insurance licenses in several states.

Designations

Brian holds the CERTIFIED FINANCIAL PLANNER™ certification and completed his course work in 2007 through DePaul University in Chicago. The CFP® certification represents the highest level of competency, ethics and professionalism in the industry. Brian also received the Certified Divorce Financial Analyst® (CDFA™) designation in 2012. As a CDFA™, Brian works extensively with attorneys, mediators and clients in an effort to examine the financial impact of various settlement proposals and other finance-related decisions.

Personal

Brian enjoys sharing his free time with his wife, Lisa and his grown children, Matt and Nicole.  Matt and his wife Leah have two daughters Collette & Elliott, who are Brian's most precious treasures.  Brian enjoys the outdoors, participating in marathons and triathlons, and traveling. Brian has been a long-time school board member and sports booster board member in Edgerton, WI. He currently is a member of Certified Financial Planners Professionals and a member of the Institute for Divorce Financial Analysts.


Joseph M Bandoszeski

Client Specialist

Joe is a graduate of the University of Wisconsin-Whitewater with a degree in Finance. A native of Wisconsin, Joe joined Baird as an intern in 2015. Joe is recently married to his beautiful wife Victoria and enjoys anything that has to do with Wisconsin sports.  Joe has been assisting the Janesville Branch with financial planning, along with assisting client's with account set up, answering questions, and delivering effective and responsible client service in a friendly and professional manner.  Since joining the Janesville Branch Joe has obtained his FINRA Series 7 and 66 securities licenses. Joe and his wife Victoria are expecting their first child in January of 2021.

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