Personal
Brian Sytsma heard the call to serve others at a young age while demonstrating the entrepreneurial mindset. At the age of 18, he moved from Crown Point, Indiana to Raleigh, North Carolina and extended his personal and professional journey to another home.
He served at North Carolina State University as a Resident Advisor where he received his Bachelor's Degree from the Poole College of Management. Brian received the University Housing East-Campus Resident Advisor of the Year Award in his first year of service. This award was given to 1 individual among over 200 candidates for community service and making an impact on the collegiate community by recognition of faculty, students, and peers.
Through relationship building and grit, Brian found his way to Northwestern Mutual where his practice is maintained in Raleigh, North Carolina.
Brian and his wife, Megan, are very active in the community through North Carolina State's Entrepreneurship Clinics and Omega Phi Alpha's (OPA) sorority. Brian is a proud member of the North Carolina State Alumni Association and is a mentor often for the Entrepreneurship Clinic at North Carolina State helping add to the expertise of new and existing entrepreneurial minds. Brian and Megan have been together for over 8 years and live with their sweet dogs, Molly and Simba.
Speaking Engagements
Our team believes it is important for people of all ages to be educated on the importance of financial planning, not only for themselves, but for their families as well. Throughout the last few years, our team has focused on financial literacy chats with the community ranging from college students, to professional athletes, to professionals of all ages. If you would like us to come speak to your group, please reach out to our operations associate, Paige Putrino, at paige.putrino@nm.com.
Previous Speaking Engagements:
North Carolina State Entrepreneurship Clinic
North Carolina State Sales Engineering Club
North Carolina State Football Team
EDRAY CPL
New City Church
Society of Hispanic Professional Engineers (SHPE) at NC State
Lending a hand in my community.
NC State University Entrepreneurship Clinic
Brian volunteers his time locally as a mentor for the students of North Carolina State University's Entrepreneurship Clinic. He attends quarterly sessions and events to support the growth of the next generation. In July 2023, Brian spent time time as a mentor for LaunchX, a 30 days crash course assisting high school students how to create a company and receive funding.
NC State Commencement Speech - Poole College of Management
During North Carolina State University's December 2021 Commencement, Brian was a designated alumni speaker and was given the opportunity to speak to the Poole College of Management classes of 2020 and 2021. He spoke on the importance of the "first" and "next" steps in building a life lived by design.
Professional
Before we can speak intelligently about the products and services that might be appropriate for you and your family, we need to get to know you. Trust and communication are important, and often overlooked, factors regarding any kind of relationship. Sharing goals and dreams is critical in helping steward clients toward financial wellness. Brian emphasizes long-term relationship building and building a collaborative process to achieve financial goals.
Brian Sytsma, a CFP® professional, is proud to serve as a Financial Advisor with the Northwestern Mutual Wealth Management Company (NMWC). This network allows his team to bring in specialists as needed to serve clients of any capacity. He places high value on coaching and education so that he can best serve his clients' best interests. We don't take lightly the responsibility on every client deserving an absolutely excellent advising team.
Here are my areas of expertise
Insurance Protection Strategies
Retirement Planning & Income Strategies
Multigenerational Planning
Estate Planning
Advisory Services
Business Planning & Succession
Charitable Planning
Tax-Efficient Strategies