Brian has worked in the financial services industry since 1999. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and received his Chartered Life Underwriter (CLU) designation in 2004. He successfully achieved the Certified Financial Planner™ (CFP®) designation in 2007.
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.
Alexandria MN 56308