Brian C. Ritchey
Relationship Manager
Brian C. Ritchey brings over 17 years of experience in the insurance and financial services industry, with a focus on helping individuals and families navigate pre-retirement and retirement with confidence. His areas of expertise include generational wealth planning, life and health insurance, business planning, employee benefits, annuities, and estate planning. Brian is licensed in North Carolina, South Carolina, Virginia, and Georgia, with Florida licensure expected in April 2026. He approaches planning with a comprehensive mindset, helping clients connect the dots between income, protection, and long-term financial goals.
He studied business at the University of Wisconsin–Madison, with a minor in psychology and an emphasis in marketing; an academic foundation that supports his thoughtful, client-centered approach. Brian also served six years in the Army National Guard and Air Force Reserve, reflecting a strong sense of discipline, service, and commitment that continues to shape his work today.
Before entering the financial services industry, Brian spent over 30 years in the industrial packaging field, bringing a practical, real-world perspective to the clients he serves.
He currently resides in Wake Forest, North Carolina with his wife, Mary. He is a proud father of two children in the Milwaukee, Wisconsin area, and a stepfather to three daughters, with a growing family that includes four grandchildren across North Carolina and Colorado.
Active in his faith, Brian is involved with The Summit Church, where he participates in small groups and volunteers regularly. Outside of work, he enjoys hiking, biking, pickleball, and following college and professional sports, including the NFL and NHL.
At his core, Brian is passionate about helping people create clarity around their financial future, guiding them through the complexities of pre-retirement and retirement so they can move forward with confidence.
He studied business at the University of Wisconsin–Madison, with a minor in psychology and an emphasis in marketing; an academic foundation that supports his thoughtful, client-centered approach. Brian also served six years in the Army National Guard and Air Force Reserve, reflecting a strong sense of discipline, service, and commitment that continues to shape his work today.
Before entering the financial services industry, Brian spent over 30 years in the industrial packaging field, bringing a practical, real-world perspective to the clients he serves.
He currently resides in Wake Forest, North Carolina with his wife, Mary. He is a proud father of two children in the Milwaukee, Wisconsin area, and a stepfather to three daughters, with a growing family that includes four grandchildren across North Carolina and Colorado.
Active in his faith, Brian is involved with The Summit Church, where he participates in small groups and volunteers regularly. Outside of work, he enjoys hiking, biking, pickleball, and following college and professional sports, including the NFL and NHL.
At his core, Brian is passionate about helping people create clarity around their financial future, guiding them through the complexities of pre-retirement and retirement so they can move forward with confidence.