Education & Certifications
BS - Business Systems & Minor - Economics, Taylor University
Certified Financial Planner (CFP®)
Organization Involvement
Member of MT Chamber of Commerce WRPPL
Crossway Community Church - Men's ministry/children's ministry
Brian White
Wealth Manager
CFP®
Brian is an experienced Wealth Manager and Partner at Spectrum. He specializes in personalized financial planning, private wealth management, and serves as a key member of the firm's investment committee. By building strong, long-lasting relationships with his clients, Brian is committed to understanding their unique financial goals and providing personalized advice to help them achieve their aspirations.
Brian resides in Menomonee Falls with his wife and two children. They enjoy spending time together as a family, particularly engaging in outdoor activities such as golfing and skiing.
Industry Start Date:
2000
Spectrum Start Date:
2007
Fun Fact:
Brian can often be found in his workshop doing woodworking or metalworking projects
Embodying Spectrum’s Principles
I believe that putting the interest of the client first is the best way to demonstrate integrity. As fiduciaries, we are held to a higher standard in the industry. I believe that doing the right thing takes precedence over everything else.
I enjoy spending time with my co-workers at work or on the pickleball courts. I also enjoy spending time with my wife and two kids on the golf course in the summer and the ski hills in the winter.