Brian specializes in developing personalized financial plans for prospective and existing clients, focusing on a wide range of planning areas, including financial, retirement income, tax, legacy, and exit planning. With 30 years of industry experience, he excels in working with professionals and business owners, articulating their priorities, and creating plans to achieve their goals. Brian’s core values, including hard work, dependability, faith, family, and friends, guide his commitment to providing guidance and making a difference in every client’s life. He tirelessly strives to have a meaningful impact on others whenever possible.
