Brian Way

Brian Way has a diverse work experience that spans over a decade. Brian started their career in 2007 as an Account Representative at ABF Freight Systems. In 2009, they worked at Cable Moore as a Sales professional for a brief period. Following this, in 2010, they joined HA Logistics as a Sales employee before transitioning to Northwestern Mutual as a Financial Representative. At Northwestern Mutual, Brian provided comprehensive financial planning services and built strong client relationships until 2015. In the same year, they joined Mutual of America Financial Group and held various roles such as Participant Account Representative, Group Account Representative, and finally an Account Executive. At Mutual of America, they managed territories, acquired new business, conducted group meetings, and boosted enrollment in retirement plans. Currently, Brian is serving as the Vice President of Retirement Plan Solutions at USI Consulting Group.

Brian Way attended Northgate High School from 1997 to 2001. However, no degree or field of study was specified during this time. From 2001 to 2006, they pursued a Bachelor of Science (BS) degree in Economics at the University of California, Davis. Additionally, Brian obtained several certifications including the Series 6 in October 2011, the Series 63 in January 2012, and the Series 65 in March 2014, all from FINRA.