02/12/2026
Meet The Team
Brian Oleniczak – Operations and Investment Support Manager. Brian is responsible for client onboarding, transfers, servicing, reviews, analysis, trading, rebalancing, rollovers, escalations, client relationship management, quality audits, death claims, privacy situations, and more. He stays on top of current market conditions to provide clients with white-glove service, applying proactive transparency and clear communication in complex topics to ensure every need is met, big or small.
He graduated from the University of Wisconsin-Madison, and holds the following licenses: FINRA: SIE, 7, 9/10, 26, 63; LOMA: FLMI, ACS, AIRC. Before joining the firm, Brian worked as an operations manager at a logistics company for over 12 years and later at Northwestern Mutual Home Office for 5 years in Variable Life and Corporate Compliance.
What energizes you about your work?
I enjoy helping clients navigate complex or difficult situations: whether it’s a death, job change, birth of a child, or money movement. I take satisfaction in connecting people with a great team and company, making sure their needs are met now and in the future.
What does life look like outside of work?
Outside of work, I enjoy running, motorcycling, biking, hiking, disc golf, music, art, nature, and video games.