Brian Tegtmeyer is a Certified Financial Planner™ professional and has played an important role as part of Financial Freedom since 2011. Brian understands the importance of strong client relationships. In his view, listening to clients and asking pertinent questions is crucial to a successful financial planning relationship. Aside from answering client emails and requests, Brian also plays a direct role in the development and implementation of financial plans. He also helps Financial Freedom develop regular retirement model updates and actively participates in preparing many of our detailed financial analyses.
Brian makes a point to understand clients’ concerns on both a financial and emotional level. In his heart, Brian truly believes in Financial Freedom’s ability to change people’s lives through sound financial advice and accountability.
Outside the office, Brian enjoys spending time with his wife Lauren and their three young children. When he’s not reading, playing games with his family, or hiking, Brian can be found on the basketball court (trying to perfect his 3 pt. shot).
- Bachelor of Science in Business, Financial Services Concentration, Wright State University, Dayton, OH (2006- 2010)
- Kingdom Advisors Core Training, 2017