Brian is a native of Waukee, Iowa. He received his Bachelor’s Degree in Business Administration with a concentration in Financial Services from Grand View College in Des Moines, Iowa. Brian founded Actis Wealth Management in 2001 after 4 years of experience working for a large national investment firm. Brian holds the General Securities, General Securities Sales Supervisor, Uniform Investment Adviser and Futures Managed Funds securities registrations with LPL Financial. He is also fully licensed in the areas of life and health insurance.
Marketing & Operations Support
Lori is a native of Thompson, Iowa. She received her Bachelor’s Degree in Marketing from Iowa State University in Ames, Iowa as well as her Associate’s Degree in Accounting from Waldorf College in Forest City, Iowa. Lori spent over a decade working in marketing support for American Life & Casualty, Allied Insurance and DNA Brokerage in Des Moines, Iowa.