Brian Sarvela

Client Service Associate

See if you're a fit

Nicole Overman

Rachel Schwartz

Brian takes pride in making sure clients are getting the best experience possible. He enjoys working within a team of experienced professionals to help clients reach their financial goals. After graduating from UW-Stout, majoring in Business Administration, he started his career in the sales industry before transitioning to Finance. He is always looking to enhance his skills and knowledge to add depth to our team.

Q & A

What are the 3 words that people use to describe you?

Organized, Timely, Empathetic

Q & A

What motivates you in your work?

What motivates me is helping clients feel confident and cared for when it comes to their financial goals. I enjoy being somebody they can count on to solve problems or simply provide consistent, reliable support. There is so much to learn in this industry that keeps me intrigued and engaged to further my knowledge.

Q & A

What’s a financial value you live by in your own life?

Finding a good balance between saving money and enjoying life. I like budgeting, as it helps me stay organized, but I also make it a point to spend on things that matter to me, such as new experiences and trips. It’s a healthy balance that keeps me fulfilled.

Q & A

What’s one experience that’s on your “life list” you haven’t done yet?

Something I would love to accomplish during my lifetime is visiting all of the United States national parks. I enjoy traveling, and this is something that would offer great memories, our country’s history, beauty, and uniqueness! I’ve only been to five thus far, so we have plenty to visit in the future!

Q & A

When you are not in the office, what are you most passionate about?

Hanging out with friends and family. I take full advantage of Minnesota summers by heading up north to do some camping, hiking, and boating. I love Minnesota sports, especially the Vikings and Timberwolves! My girlfriend and I also enjoy traveling and hope to continue filling up our passports!