Brian Flanagan

Brian lives in Powell with his wife, Jenn, and their two children, Kate and Callan. Brian enjoys mountain biking, golfing, skiing, and playing pickleball, and coaching his son’s wrestling team. He believes that coaching has strengthened his ability to motivate, mentor, and communicate with people at different experience levels – skills that directly translate to working in the wealth management business.

Brian brings a deep understanding of investment products. Throughout his 25-year career, Brian has specialized in training financial advisors on the intricacies and benefits of mutual funds and ETFs and is skilled at translating complex investment concepts into clear ideas that help families make better-informed decisions. This focus on education and partnership has allowed Brian to build strong, trust-based relationships and to drive adoption of investment solutions across a diverse client base.

At Nationwide Financial and Fidelity Investments, Brian helped with product positioning, portfolio construction, and aligning solutions with client goals. At WisdomTree, he deepened his expertise in ETFs, working closely with portfolio managers to explain factor-based strategies and the practical implementation of ETFs within broader asset allocation frameworks.