Comprehensive Financial Planning
About the Financial Advisor
Brian is a part of the Lakes Area Group team. Brian and his team work with their clients to determine the service and strategies that fit their financial needs and priorities.
He focuses on serving his clients in Alexandria, Wadena, and Sauk Centre, MN.
Brian serves his clients by helping them determine their goals and dreams, looking at the big picture and the fine details.
Education and Designations
- Carleton College, Bachelor’s Degree, Geology
- CFP® – CERTIFIED FINANCIAL PLANNER™
- CLU® – Chartered Life Underwriter®
- NAIFA – Member of the National Association of Insurance and Financial Advisors
Brian enjoys being an active community member, Boy Scout Leader, and volunteers with the Andria Theatre, Sertoma, Rotary & Lions. He also enjoys hiking, camping, skiing, traveling, and time with his children.