15+ Years of Service
Brian has more than 15 years of tax and management advisory experience and has been with Erpelding, Voigt & Co., L.L.P. since 2007. Brian serves as managing partner of our Iowa Great Lakes office in Okoboji. He works with a variety of industries including agriculture, construction, health care, consulting, financial, manufacturing, professional services, wholesale and retail.
Brian is responsible for corporate, partnership, and individual income tax preparation and consulting, estate planning, financial planning, financial statement preparation, general business consulting and management services, strategic planning and ownership and succession management. Brian is a CERTIFIED FINANCIAL PLANNER™. He is also an Investment Advisor Representative, a Registered Representative with a Series 6, 7 and 63, and holds a life, health, and accident insurance license.
He graduated Cum Laude with his Bachelor of Arts degree from Buena Vista University, where he double majored in Accounting and Finance & Banking with an Economics minor.
Brian’s professional affiliations include the American Institute of Certified Public Accountants and the Iowa Society of Certified Public Accountants. He has volunteered to serve various community organizations including Indian Athletic Booster Club, Lakes Regional Healthcare Foundation, Dickinson County Endowment Fund, Bedell Family YMCA, Pearson Lakes Art Center, and Kiwanis. He lives in Spirit Lake with his wife Angela and children Avery, Addisen, Carter, Reese and Brecken. In his free time, he enjoys spending time with family, playing basketball and pickleball, relaxing on the lake, and everything the Iowa Great Lakes has to offer.
Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.
Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.
Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Erpelding, Voigt & Co., LLP.
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