Brian Wyatt, CFP®
Certified Financial Planner
It takes many years and specialized training to become an experienced and proficient financial advisor. Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, retirement, and more. Brian Wyatt is a fee-based advisor and fiduciary who seeks to guide his clients in making smart financial decisions through education, customized strategies, integrated technology and personal service. Brian Wyatt grew up in the beautiful town of Yakima, WA. He graduated in 1994 from Central Washington University with a Bachelor of Science degree in Accounting and worked for 10 years as the controller of Drotzmann Trucking Company in Yakima.
Brian began his financial advisor career as a Portfolio Manager in 2006 and moved to Arlington, WA in September of 2011. He then earned his CFP® (Certified Financial Planner) in 2013.
Brian builds comprehensive financial plans for his clients and complements them with creative and effective management of their investment portfolios to meet each client’s unique needs.
Brian and his wife Brenda, love living in the Pacific Northwest with their two children. His hobbies include spending time with his family and friends, and bowling with his wife, Brenda. Brian is also an avid collector of comic books.
Client Services and Office Manager
Gail has worked in client services for over 10 years. She assists Brian in managing the daily operations of the office and in the preparation of documents, opening of accounts and processing transactions. Her favorite part of the job is working with the clients who she cares for at a personal level and is thankful for the relationships that have developed over many years.
She and her husband Jim reside in Marysville. They have 4 children and, as of this writing, 11 grandchildren. They are her greatest joy.
Gail and Jim are both involved in their local church where Jim serves on the pastoral staff. They enjoy traveling to their favorite destinations (wherever the grandchildren are), taking long walks, and enjoying time with friends.
Wyatt Wealth Management uses TD Ameritrade to hold, safeguard, and maintain accounts for their clients. TD Ameritrade performs functions such as trading, tax reporting, client statements, online access, distributions and other administrative services. Clients receive a statement from TD Ameritrade and all financial transactions run through this custodian. Wyatt Wealth Management manages the portfolios, and the custodian holds the funds and performs the administrative tasks as they maintain your accounts.