Advisor profile


My approach

Brian Grote - My approach photo
I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.
Brian Grote - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Investments
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA, Economics, University of Illinois at Urbana-Champaign

Interests

When I am not at my office, I enjoy spending time with my family: My wife Priscilla and my two daughters Gabrielle (9) and Madeleine (6). When time permits, I like to travel, cook, garden, bike and generally be outside. I also enjoy attending live music, theater and sporting events.

Community participation

Volunteer Activity:

  • Coach for Brookfield, IL Little League Softball