Brian Ogilvie

Brian Ogilvie has been serving clients in financial planning, insurance, and wealth management  since 1980. Early in Brian’s career he had the pleasure of working with his father, David Ogilvie, for almost 30 years.

Brian’s passion is taking complex and difficult to understand financial concepts for both families and business owners, and making them more easily understood so clients can make confident decisions regarding their immediate and future needs.

Brian is married to Juanita and has two adult children. He has been and continues to be very involved in his local church. He has had the opportunity to work with communities in Haiti building schools, homes and a senior’s residence in the town of Pignon.