Brian attained a bachelor’s degree in accounting, earned his FINRA series 7 and 66 securities registrations through LPL Financial, and carries life and health insurance licenses.
Brian has a wide range of experience in financial services, accounting, and management. He loves working directly with his clients to help them learn more about their goals and dreams and educate them about financial planning and investing.
Brian is married to Patty and raised three children in St. Michael, Minnesota. He loves activities like boating, snowmobiling, biking, and traveling. Brian is a huge sports fan, participates in volunteer activities regularly, and is actively involved in community organizations.
One of Brian’s goals is to see every Big Ten stadium and the fourteen biggest college football stadiums. To date, he has seen 8 of the 14 of the Big Ten stadiums and 6 of 14 of the football college stadiums.