Brian Rees joined the Vantage Financial Group in 2014 and is currently working with the Qualified Retirement Plans team. Brian spent the previous 13 years in the financial services industry where he has helped business owners and individuals successfully plan for retirement.
Brian built a financial planning practice based on building trust and long lasting relationships with clients. Taking a personalized approach allows Brian to provide clients a full range of financial planning from college savings to IRA’s, life insurance solutions, and income solutions for retirees.
Mr. Rees is a graduate of Baldwin Wallace College with his MBA in management and BBA in Finance from Cleveland State University.
Brian holds the Series 7 securities registration as well as Life & Health insurance licenses.