Brian R. Oswald

PPC™
Financial Advisor, RJFS

Brian believes that the most successful retirement plans are developed by listening and understanding each client’s goals and risk levels and educating and explaining choices to customize a long-term plan and make minor adjustments over time. He helps business owners offer attractive and compliant benefit plans, individuals invest for a comfortable retirement, and families ensure that they are prepared for future generations and milestones. Brian has experience in comprehensive financial services, including retirement planning and the implementation of tax efficient strategies, which gives him the ability to understand what matters most to clients to meet their specific needs. He has also completed coursework to earn the Professional Plan Consultant™ designation and has expertise in group retirement planning.

An active member of the community, Brian is a board member for the local Kiwanis Club and volunteers at the summer camp and retreat, Amigo Centre. When he’s not in the office, he’s working on the farm where he grew up and that his family now calls home. Brian and his wife, Rachel, live in Sturgis with their children, Carter, Madelyn, Lyza, and Ellyn. He keeps busy golfing, playing softball, coaching his son’s baseball team, helping with 4H projects, and playing cards with friends and family.

Education, Licenses, and Designations Held:

  • Bachelor of Science (summa cum laude)- Eastern Mennonite University
  • Series 7, 63, 65, and SIE
  • Michigan Life, Accident and Health Insurance

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James does not provide tax or accounting services.