Brian Dvorak, CF2

About Brian Dvorak

As an Investment Adviser Representative, Brian is a comprehensive wealth manager specializing in working with professionals and retirees. He has helped clients with wealth management and advanced estate planning for over 16 years across 12 states he is licensed in.  Brian believes strongly in Pro-Active Portfolio Management and clients knowing their risk tolerance, so we can create your own plan around that specifically.  
Brian and his team take a holistic approach in working with clients to create the retirement plan best suited to them individually. He helps them avoid the threat of running out of money during their retirement years, pay for health care and long-term care costs, as well as reduce unnecessary risk with investments.
Brian realizes that things will change, not only with the personal lives of clients, but also how the financial world innovates or moves in different directions.  Therefore, he stays on top of current financial trends and helps clients build flexibility into their retirement plans.  This approach goes beyond just setting the foundation for their financial futures; it also allows them to more readily adjust when needed.
He is a Wisconsin resident servicing clients in 12 states and enjoys the travel to be able to sit with his clients regulalry.  Brian is also an Army Veteran of 7 years, and is married to his beautiful wife, Rebecca.  They have 4 kids that keep them young and active with sports and theatre programs.