Brian Koski, IAR

INVESTMENT ADVISOR Brian Koski, IAR, one of our Investment Advisors, is a graduate of Gustavus Adolphus College, and holds a B.A. degree in Accounting, with a minor in Computer Science. With over thirty years of accounting experience within the trucking industry, Brian is instrumental in rolling out 401K and flex benefit plans to our business clients. Brian continues to support split roles of internal accounting and investment advisory support. In 2017, Brian obtained his Series 65, Uniform Investment Advisor license. As an Investment Advisor, Brian works with clients and retirement plan participants to maximize their investments and help them reach their retirement goals.