Brion has a passion for changing lives that he brings to his daily work as a wealth advisor. His clients know that he will develop a thoughtful and integrated financial strategy for them – one that helps them accomplish personal goals and makes a difference in the things that matter most to them. As managing director of the Delafield, WI office, Brion has developed a team and office culture that focuses on delivering consistent, timely, and high-quality service to clients. Brion’s team offers integrated financial advisory services with varied financial resources, states in life, and professions, while Brion devotes his time as an advisor more specifically to planning for business owners and corporate executives (current and retired), offering them an understanding of the relationship between corporate financials and optimized personal cash flow.

Brion’s professional journey started in the technical area, managing a manufacturing operation for a well-respected Fortune 25 consumer products company. He later transitioned to profit forecasting before running his own financial services firm for 17 years. In 2015, Brion joined the firm as a principal and shareholder through the acquisition of Lake Country Wealth Management.

Brion has been featured as a guest speaker at numerous industry events throughout the country and recognized as a Top Financial Planner by MassMutual for five consecutive years. He received the national “Four Under Forty” award from Advisor Today magazine in 2008.

Brion is involved in his community through church service, youth sports coaching, Rotary International, Knights of Columbus and Scouting. Brion stays active by playing racquetball, softball, soccer, snow skiing, and being active in his eight children’s lives. Brion and his wife Jennifer live in Merton, WI and are parishioners at St. Charles Catholic church.

Previous Experience

  • Managing Member at Lake Country Wealth Management
  • Managing Member at Integrated Financial Solutions, LLC
  • Profit Forecaster at Procter & Gamble

Education & Credentials

  • BS, Northwestern University, Chemical Engineering, summa cum laude
  • Certified Financial Planner
  • Chartered Financial Consultant®
  • Chartered Life Underwriter®
  • Series 4, 7, 24, 63, and 65 licenses

 

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.