Brian Versey, CTFA
brian.versey@navigenwealth.com
920-698-8888
Wealth Manager
Brian has more than 25 years of experience in financial services. He brought extensive experience in the insurance, investment management, and bank trust areas when he joined Navigen Wealth Management in 2012.
His broad knowledge base allows Brian to assist individuals and families with diverse needs related to:
- Financial planning
- Investment allocation
- Arrangement and execution of trust agreement
- Charitable foundation matters
- Estate planning
Brian has a passion for providing individual solutions tailored to each client, so that each solution is unique and original.
He enjoys the long-lasting friendships he develops with his clients and their families. Their mutual trust is evidenced by the fact that Brian now advises several families who are on their third generation of wealth.
Brian graduated from the University of Wisconsin – Stevens Point with bachelor’s in biology and business. He earned his Certified Trust and Financial Advisor (CTFA) certification in 2000 and regularly taps into the CTFA community to increase his knowledge through additional education opportunities. He also holds a life and health insurance license.
Community Advocate & Outdoor Enthusiast
Brian grew up in and continues to be heavily involved in his community around Sheboygan, WI.
He is Treasurer of the Sheboygan County YMCA and a Committee Member for Make-A-Wish Wisconsin’s Golf for Wishes fundraiser. He co-founded the Sheboygan Public Education Foundation and spent more than 20 years on the Board before ending his final term in 2023.
He makes the most of Wisconsin’s seasons during his free time, including:
- Enjoying all aspects of the outdoors – from water sports and ATV-riding to fishing – at his family cabin in Northern Wisconsin during the summer
- Finding peace and serenity in a 20-foot-high tree stand while hunting each fall
- Embracing winter activities like downhill skiing, snowshoeing, and snowmobiling
