Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered SRI Counselor™. He also maintains his life and annuity licenses.

Experience and Education

Brian provides comprehensive financial planning and investment management services to help meet each client’s goals. He has more than 20 years of industry experience. Prior to joining the firm, he was a financial advisor at Frontier Wealth Management. He also served as an investment advisor representative at Securities America Financial Corporation and as an investment officer at Robert W. Baird.

Brian has a bachelor’s degree in finance from the University of Iowa and an MBA from Creighton University.

Personal Interests

Brian is a volunteer with the Make-A-Wish Foundation. He is an Iowa Hawkeye and Creighton Bluejay sports fan. He also cheers on the Kansas City Royals and Kansas City Chiefs.