Brian Versey

Mr. Versey has 19 years of experience in the investment industry.  After working in Insurance and Investment departments, as well as a trust department, Mr. Versey has gained a great deal of knowledge helping families with all aspects of financial planning/investment management, arrangement and execution of trust agreements, and estate planning processes.  Mr. Versey has a passion for providing individual solutions tailored to his clients, and he enjoys the long lasting friendships that he has been able to develop with his clients and their families. Mr. Versey holds his Series 65, Life and Health insurance licenses.  He has also obtained the Certified Trust and Financial Advisor (CTFA) certification.

Mr. Versey is heavily involved in the Sheboygan community as a board member of the Make-A-Wish Foundation, treasurer of the local YMCA, president of the Sheboygan Public Education Foundation, and piloting member of the Lunch Buddy Program at Big Brothers & Big Sisters. Outside of the office, Brian can be found up north at his family cabin, water skiing, tubing, and fishing.  In the off-season, he enjoys hunting and downhill skiing, but only if the Green Bay Packers aren’t playing football!