About Brian

BRIAN S. WUBBE – CMFC®, Internal Marketing Consultant

Brian began his career in financial services in 1998 in Boston, MA, when he joined FundQuest Inc. and sold separately managed accounts, mutual funds, and turn-key asset management platforms. In 2002, Brian re-located to Pennsylvania where he served as a Regional Director at PFPC Managed Account Services. Brian has also served as a Research Analyst responsible for screening mutual funds and managed accounts for a regional broker-dealer firm. In 2006, Brian joined Lincoln Financial Distributors and served as the Internal Managed Account Specialist while covering three territories. Brian joined the Toews Corp in 2013 and serves as the Internal Marketing Consultant covering the Central US.Brian is a graduate of The Pennsylvania State University where he earned his Bachelor of Arts Degree. Brian holds the Chartered Mutual Fund Counselor (CMFC) designation along with FINRA Series 6,7, 63 and 65 licenses.