The Team

Our Advisors

Brian Becker

Brian Becker

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances

Education

Associate of Applied Science, Business Management, Monroe County Community College

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Gregg Becker

Gregg Becker

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Education

Associates Degree, 1986, Business Management and Technology University of Toledo, Toledo, OH, Associates Degree, 1986, Marketing and Sales University of Toledo, Toledo, OH

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Our Staff

Laureen Piechorowsi

Administrative Assistant