Brian Wilverding, CFP®, CRPC®, MS, is currently an Associate Manager and Managing Director at OWL Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC, where they have been delivering personalized financial advice since 2004. Brian specializes in retirement planning strategies, education savings, cash flow management, and insurance, focusing on helping clients achieve their financial goals. Brian earned a BSBA in Finance and Operations Management from the Questrom School of Business at Boston University and completed a Master’s in Personal Financial Planning at the College for Financial Planning. Additionally, Brian holds a Chartered Retirement Planning Counselor designation.
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