Brian Schubert is an experienced program developer and financial planner, known for creating sophisticated tools to help investors plan for retirement, college, and personal finance. As an Accredited Asset Management Specialist (AAMS), Brian brings a wealth of knowledge to organizations seeking to create and manage financial planning software for financial advisors. Brian has a background in project management, corporate process improvement, and is Series 7 and 66 licensed.

Brian studied Computer Programming at Mesa Community College before completing his BA in Management and Marketing at Wittenberg University. His impressive career in the financial industry includes roles as Project Leader, Program Developer, Project Coordinator, Senior Investment Service Specialist, and Financial Advisor at Edward Jones. Additionally, Brian has worked in various capacities at organizations such as BackOffice Associates, Perio, Inc, Wittenberg University, and Community Mercy Health Partners.