Brian Head serves as a Paraplanner at Genesis Wealth Management, supporting Michael Dubensky and Charles Lara in delivering exceptional service and strategic guidance to their clients. He currently holds a FINRA Series 66 license.
Before joining Genesis Wealth Management, Brian spent 25 years with USAA, a Fortune 100 company recognized for its dedication to serving the financial needs of military members and their families. During his tenure, he spent eight years as a licensed investment advisor, helping clients design and manage long-term investment strategies. He later transitioned into a Digital Product Manager role, where he enhanced USAA’s Interactive Voice Response (IVR) system to improve client experiences and operational efficiency.
Brian earned his Bachelor of Business Administration degree with a concentration in Finance from the University of Texas at San Antonio.
Outside of work, Brian enjoys spending quality time with his two daughters. He’s also passionate about fitness and is an avid sports fan.
