Brian founded Keystone Wealth Advisors in May 2022, partnering with Mike Bosma to integrate wealth advisory services into Keystone. A lifelong entrepreneur, he has been self-employed since 1998, first in construction before transitioning to wealth management in 2009. Brian specializes in helping business owners align their personal, financial, and business goals—guiding them through retirement planning, business exits, and strategic wealth management to create, grow, protect, and utilize assets in tax-efficient ways.

Email – bwheeler@keystone4wealth.com
Phone – 775.229.7822
Education – Bachelor’s of Science at California State Polytechnic University – Engineering Technology Construction
Certifications – CEPA ® (Certified Exit Planning Advisor)