When Brian Welch came to Verus in 2007, his role was in day-to-day operations, overseeing the business to ensure clients' needs and expectations were met. "But I really liked the planning side and meeting with clients and helping them build a path for their future," he says.
Before long, he’d become a CERTIFIED FINANCIAL PLANNER™, and today, we count on Brian to support Verus’ growth by providing strategic direction for clients and managing client relationships. And when anyone – clients or our own staff – have questions or need additional guidance with critical financial decisions, it’s Brian who finds the answers. Brian also assists with trading activity and securities compliance.
To that end, Brian works tirelessly to solve clients’ financial planning issues. He is also responsible for organizing and executing all investment trading activity for the firm – monitoring account performance, overseeing shareholder activity, and working directly with the firm’s compliance officer to ensure tight controls and adherence to all securities rules and regulations.
Brian graduated from Virginia Military Institute with a bachelor’s degree in economics and business. Brian enjoys spending time with his wife, Stacie, and their three active children. He was a VMI track athlete and loves following college football, aviation, and geopolitics. He is also proud to be a volunteer with Tara’s Children’s Trust, which assists low-income public school students.
Brian holds the following certifications and memberships:
CERTIFIED FINANCIAL PLANNER™
Member, Financial Planning Association
Verus Investment Policy Committee
Life and Health Insurance Consultant license in Virginia
Treasurer for the Financial Planning Association of Central Virginia