Meet Our Team of Advisors

A man in suit and tie standing next to a wall.

Brian Weckman

Founder & President,
Chief Investment Officer

Brian is a native of Waukee, Iowa. He received his Bachelor’s Degree in Business Administration with a concentration in Financial Services from Grand View College in Des Moines, Iowa. Brian founded Actis Wealth Management in 2001 after 4 years of experience working for a large national investment firm. Brian is a Registered Investment Advisor with the State of Iowa.

A woman wearing a pink scarf and white shirt.

Lori Weckman

Marketing & Operations Support

Lori is a native of Thompson, Iowa. She received her Bachelor’s Degree in Marketing from Iowa State University in Ames, Iowa, as well as her Associate’s Degree in Accounting from Waldorf College in Forest City, Iowa. Lori spent over a decade working in marketing support for American Life & Casualty, Allied Insurance, and DNA Brokerage in Des Moines, Iowa.

Learn how our unique Risk-Managed investment process can be a potential benefit to your overall financial well-being.

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