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Brian Wheeler

Financial Advisor

Brian Wheeler is a dedicated financial advisor with extensive experience in working with successful professionals, small business owners, and families in planning for retirement and estate legacy.

With a personalized approach, Brian collaborates with clients to identify their priorities and develop customized long-term investment strategies tailored to their retirement aspirations.

Brian holds a BS in Agriculture and Law from Kansas State University, providing him with a solid educational background to offer informed financial advice.

He currently serves as a Financial Advisor at Edward Jones and has previously worked as a Financial Consultant at A.G. Edwards and Sons, showcasing his diversified experience in the financial services industry.

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Location

Portland, Oregon Metropolitan Area