Brian Stertzer is a retired entrepreneur with more than 30 years of diverse professional experience spanning finance, investment management, and business leadership. A resident of Hilton Head Island, South Carolina, since 2009, he built a career defined by strategic insight, innovation, and a broad range of executive responsibilities.

Mr. Stertzer most recently served as managing director of asset management at WealthStone, where he led portfolio management operations and directed strategic asset allocation for more than 300 clients nationwide. He also played a key role in the firm’s evolution, having previously worked with the organization as a partner and contract consultant when it operated as Professional Planning Consultants. In these roles, he was responsible for leading the investment division and shaping client-focused strategies.

Among his most notable achievements was the creation and continued development of WealthStone’s Armada multi-advisor investment platform, designed to serve endowments, foundations, family offices, and ultra-high-net-worth individuals.

He earned a bachelor of arts in accounting from Capital University of Ohio and holds both Certified Financial Planner (CFP) and Certified Public Accountant (CPA) designations. He began his career as a staff accountant at Ernst & Ernst while still in school and went on to serve as a sales representative for Abbott Laboratories. He later became the sole owner of a human resources company that generated $100 million in annual sales.
Throughout his career, Mr. Stertzer developed extensive leadership experience, including guiding a private charity and serving on multiple nonprofit boards.