Brian Moldt has served as Associate General Agent with Semler Financial Group since 1995 as well as serving as President and Financial Advisor for Moldt Financial, LLC since 2006. He provides income and retirement planning for individuals as well as businesses. In addition, he provides ongoing industry training, such as Wealth Building Cornerstones, to financial representatives of Semler Financial Group.
According to Brian, "Individuals and their families are faced with many changes. Some are uplifting and exciting, such as getting married, purchasing a home, welcoming a child, or sending a child off to college. Others are more challenging, like preparing for the unexpected, such as a disability or death, or making income and health care decisions during retirement. In addition, business owners often prepare for business continuation, want to provide additional compensation for key employees or desire that their associates have a sound road map in their own retirement."
When away from work, Brian enjoys playing guitar, singing and taking trips with his family to visit their cabin in Ontario, Canada.
Moldt Financial, LLC is not an affiliate of OneAmerica Securities and is not a OneAmerica company.