With over 25 years of experience in the financial services industry, Brian Reetz has dedicated his career to helping people achieve their financial goals. After spending more than 15 years in banking, specializing in mortgages, he recognized that his true passion lay in fostering long-term relationships with clients. This led him to wealth management, where he focuses on building deeper, more meaningful connections with individuals, families, and businesses.
After seven successful years at another firm, Brian made the decision to join the team at Triumph Wealth Management, LLC, combining his extensive experience in banking with a client-first approach to financial services. His approach is centered around the belief that effective financial services goes beyond numbers—it’s about understanding people’s needs, dreams, and goals.
“I think, at the end of the day, people want to work with people they like and trust,” Brian says. With this philosophy in mind, he aims to guide clients through every stage of their financial journey, helping them feel empowered and confident in their decisions.
Originally from a small town, Brian moved to Madison to pursue a degree at the University of Wisconsin. Over the years, he has built a deep understanding of the financial landscape, all while developing an approach that prioritizes personalized service. His experience spans banking, mortgages, and financial advising, and he’s committed to continuously learning to serve clients better.
Brian and his wife, Jamie, live in Verona with their two children, Evelyn and Abe. When they’re not playing games, or watching/playing/coaching sports, the family loves to explore the many opportunities the Madison area has to offer. Whether it’s enjoying the outdoors or experiencing the local culture, they cherish the rich community they’re part of. Brian’s dedication to his family and clients reflects his deep commitment to fostering relationships built on trust and respect.
