Brian Fees is a Managing Partner and cofounder of WealthVisory. Brian first took an interest in financial planning at a young age and began investing as a teenager. This interest spurred him to pursue a business degree from Baylor University, where he majored in both Financial Services & Planning and Risk Management & Insurance. He began his financial services career with a large brokerage firm as an investment representative, and soon after went to the independent channel through Prospera Financial Services.
Brian specializes in working with professionals (and their families) from the oil and gas industry. His deep understanding of the industry and business demands and his deep knowledge in benefit packages, especially ExxonMobil, allows him to better consult with clients and coordinate their company benefits with their individual financial plans.
Brian serves as a board member for the Gonzales Healthcare Systems Foundation and is a member of the Gonzales Rotary Club. He is also a member of the Financial Services Institute. In his spare time, he enjoys archery, endurance races, and hunting in the Rocky Mountains. He especially enjoys spending time with his wife and five children.
Professional credentials
- CFP®
- Accredited Investment Fiduciary® (AIF®).
- Series 7 Securities License, the Series 66 Securities License, and the Life and Health Insurance License