Brian Versey

Brian has over 25 years of experience in the investment industry.

After years in Insurance and Investment firms, as well as managing a bank Trust department, Brian brought this extensive experience to Navigen Wealth Management, where he has been a Senior Vice President since 2012.  Brian brings the knowledge to assist families with all aspects of financial planning, investment allocation, arrangement and execution of trust agreements, charitable foundation matters, and estate planning processes.  Brian has a passion for providing individual solutions tailored to each client, each solution being unique and original.  He enjoys the long lasting friendships he has been able to develop with his clients and their families, in fact, Brian is advising several families on their 3rd generation of wealth.  Brian holds the Series 65 securities license as well as his Life and Health Insurance licenses.  He earned his Certified Trust and Financial Advisor (CTFA) certification in 2002 and is always increasing his knowledge through additional educational forums. 

Brian is heavily involved in the Sheboygan community, growing up in the area, he continually tries to give back as much as possible.  He is the Treasurer of the Sheboygan YMCA, Board of Director member of the Make-A-Wish Foundation, and co-founder and Board of Director member of the Sheboygan Public Education.  Outside the office during the summer, Brian can be found in Northern Wisconsin, at his family cabin enjoying all aspects of the outdoors, from water sports, ATV riding, to fishing.  In the fall he enjoys peace and serenity from 20 feet up in a tree while hunting.  In the winter he enjoys downhill skiing, snowshoeing and snowmobiling.