While he graduated with B.A. Degree in Geology from Carleton College in Northfield, MN, Brian found the he enjoyed studying Economics and Accounting. Those interests lead him to pursue a career in financial services. As an active community member, Brian is a Cub Scout Leader and a member of Sertoma and Lions. He has lived in Alexandria since 2001 and enjoys spending time with his family, traveling, history, baseball, and the great outdoors.
Services & Experience:
With his CLU and CFP® certifications, Brian can offer a unique view of financial planning services. He has a commitment to personalized service and long term relationships with his clients, and specializes in Comprehensive Financial Planning & Investment Management.