Brian R. Franke
Vice President
Brian is responsible for supporting the investment and retirement needs of high net worth individuals and business owners. He is a specialist in consolidating client's accounts and building portfolios with a goal of exceeding their benchmarks.
Brian has many years of experience in finance, leadership, and wealth management, most recently as a Financial Planner at UBS Financial Services. Previously, Brian held several financial leadership positions in various departments within Ford Motor Company, where he developed the skills for budgeting, forecasting, and financial planning. While working at Ford, Brian was awarded for his performance and expertise with an overseas assignment in Japan and a Corporate Fellowship.
Brian is an MBA graduate in Finance from the University of California, Los Angeles and Mechanical Engineering from the University of Michigan and Michigan State University. Brian also holds Series 7 and 66 securities licenses as well as life and health insurance licenses.
Outside of work, Brian is an active volunteer for the United Way, Habitat for Humanity, and a Founder and President of the UCLA Club of Michigan.