Brian Winterowd, MBA, Investment Advisor Rep
Kansas State University
Tell me more about Brian Winterowd, MBA, Investment Advisor Rep?
Brian Winterowd, MBA, Investment Advisor Rep is a highly experienced professional with over 20 years of work experience. He has a strong background in business process, six sigma, business planning, project management, and retirement. Brian began his career as President and founder of Terra Systems, a landscape architectural and landscape contracting firm. He then founded Smarter Solutions, a Six Sigma business improvement consultation firm. Brian's role at Guardian Financial Wealth Management was as President, where he helped guide clients towards a safe and secure financial future. He believes in the importance of education and sound financial planning to help clients make better financial decisions.
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About
Brian began his professional career as President and founder of Terra Systems, a Landscape Architectural and Landscape Contracting firm. After successfully building that business, he started a new venture, Landscape Concepts, before selling that company in 2003. He then began working with Smarter Solutions, a Six Sigma business improvement consultation firm, as President until 2007. In each of these businesses, Brian served the lead role to guide the ship for the purpose of discovering and serving the best needs of clients. This was the driving force behind starting Guardian Financial Wealth Management, where he helps guide clients toward a safe and secure financial future. Serving as a fiduciary, he sees it as his duty to not only ensure that his clients are making the best financial decisions for themselves and their loved ones – but also to help clients ask the questions they don’t even know how to ask. Guardian Financial’s goal is to help our clients make stronger financial decisions through education and sound financial planning. At Guardian Financial, they believe that financial planning is more than having a great investment plan. It’s about having a comprehensive financial plan that is designed to take you from where you are to where you want to go with the greatest probability of success and the least amount of risk. An Austin resident for 30 years, Brian and his wife, Geryl, live alone now that their two children have left home to become successful in their own rights.
...See MoreWork Experience
investment advisor at guardian financial wm
Owner | Principal
Financial Services
Brian Winterowd, MBA, Investment Advisor Rep's Professional Milestones
- President/director Of Business Devlpmt & Client Relations (2003-03-01~2007-03-01): Transformed the business department into a strategic partner, driving higher client satisfaction and fostering a strong client base.
- Owner | Principal (2007-05-01~): Established a successful business from the ground up, showcasing dedication and delivering exceptional service to clients.
Education
Marketing,
Master Of Business Administration,
Masters,
Marketing W/minor In Bus Admin
252460800-410227200Skill
Business Process
Six Sigma
Business Planning
Project Management
Retirement
Training
Data Analysis
Investments
Sales
Process Improvement
Business Process Improvement
Cross Functional Team Leadership
Strategic Financial Planning
Strategy
Certification
Colleagues
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Brian Winterowd, MBA, Investment Advisor Rep works for Guardian Financial Wealth Management
Brian Winterowd, MBA, Investment Advisor Rep's role in Guardian Financial Wealth Management is investment advisor at guardian financial wm
Brian Winterowd, MBA, Investment Advisor Rep works in the industry of Financial Services
Brian Winterowd, MBA, Investment Advisor Rep's colleagues are Ricardo M. Peters,Brian Winterowd, MBA, Investment Advisor Rep
Brian Winterowd, MBA, Investment Advisor Rep's latest job experience is investment advisor at guardian financial wm at Guardian Financial Wealth Management
Brian Winterowd, MBA, Investment Advisor Rep's latest education in Kansas State University