Brian Stertzer

Educated at Capital University in Columbus, Ohio, and North Carolina State University in Raleigh, North Carolina, Brian Stertzer is a certified public accountant (CPA) and certified financial planner (CFP) with a career that spans more than 35 years. He also has executive experience with a private charity and with Adia Personnel Services, which was the largest staffing company in the Midwest during the years that Brian Stertzer served as its president.

Since 2006, Mr. Stertzer has been the managing director of asset management for WealthStone, Inc. Formerly known as Professional Planning Consultants, WealthStone is a full-service investment firm with headquarters in Columbus. Developing investment solutions for endowments, foundations, and high net worth individuals, Brian Stertzer presently oversees around $555 million in assets under management (AUM). When he isn’t working, he enjoys spending his free time on Hilton Head Island, South Carolina, where he is an active member of the Hilton Head Island Rotary Club.