Brian has been helping clients and their families feel confident in their financial choices since 2007. He currently uses his skills and experience as an advisor & engagement strategist. He enjoys developing individualized plans for his clients that allow them to make educated decisions within retirement.
With a degree in finance from Bethel University, Brian has a depth of knowledge that he uses to ensure individuals and their families are taken care of and are well informed. He has a talent for identifying the unique needs of those he works with, and he is able to explain complex concepts in a clear and concise manner.
Brian lives with his wife, Amanda, their three daughters, Annabelle, Sophia & Katherine and their dog Jordy. He is involved in his local church, enjoys spending time with family & friends, cooking meals with his wife and trying to squeeze in a round of golf every now and then.
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