Buena Vista Investment Management

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Peter W. Brey, Portfolio Manager - Pete joined Buena Vista Investment Management in August of 2010.  He brings to the firm a long history of financial management.  Pete started in the investment business with Merrill Lynch in Madison, Wisconsin in 1981.  During his stint as a Financial Consultant with Merrill, he managed up to $350 million and passed the Merrill Lynch program to become a Certified Financial Planner.  He was a Senior Vice President when he left in 2002.  In the last eight years, Pete has run his own financial consulting business for individuals and companies.  His firm was instrumental in raising money for several different companies.

Pete received an undergraduate degree in accounting and finance from the University of Wisconsin-Madison. He also graduated with an MBA from the same school.  He remains active in many nonprofit organizations in the Wisconsin Rapids area.

 

Todd Cour, Partner - Todd joined Buena Vista Investment Management in January of 2020.  He brings to the firm a long history of financial management. Todd started in the insurance business with Lutheran Brotherhood in Bloomington, Illinois in 2001. Todd became an independent financial consultant opening Cour Financial LLC in 2006. During his tenure, Todd grew his firm byhelping his clients find a peaceful retirement through proper financial planning. “When Pete (Brey) approached me in late 2018 about the possibility of merging our firms, I was content. Over time, multiple discussions, and with our clients top of mind, the next chapter became clear.” The blending of the two firms, coupled with the unique industry experience Peter and Todd each bring to the table, is a great combination for anyone seeking guidance on how to retire or stay retired on their own terms.

Todd is happily married to Susan and most enjoys their Family time with their 4 daughters, Faith; Danielle; Alexa; and Adrionna. Todd also remains active in the community having served on or is currently serving on various boards including being President of Noon Rotary, Director at Riverview Hospital, Chairman of Aspirus-Riverview Foundation, and Director at Be Still Inc.
 
     

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