Brian believes that life is about creating unique experiences — and that once we discover our purpose, we become capable of doing more than we could ever imagine. From our families to our careers to our retirement years, every moment offers the chance to live our best lives. Brian dedicates his career to help individuals and families envision what’s possible and blaze new paths forward. By optimizing clients’ financial strategies, he seeks to awaken opportunities and help them live each day to the fullest.
With over three decades of financial experience, Brian brings diverse planning and strategy expertise to his relationships. He holds a securities 65 license and life producer license, as well as the Mortgage Originator license and Real Estate PRO designation. As a result, Brian is skilled at analyzing complex strategies from an array of angles, rather than through one financial lens. This extensive background helps enable our clients to coordinate the various pieces of their lives. Whether they invest in real estate, create multiple income streams, or maximize retirement income, Brian brings the pieces together into one cohesive plan.
In addition, Brian is a nationally recognized expert in Tax-Free retirement Planning, through the powerful philosophy of “The Power of Zero” written by David McKnight, a nationally renown industry leader and Brian’s mentor. Because he is independent as a wealth strategist, he is able to choose truly “Best of Class” strategies in the industry that make up each client’s unique Tax-Free Retirement Plan Helps clients shift taxable and tax-deferred assets in the most tax-efficient way to be forever Tax-Free. His holistic and comprehensive planning helps clients mitigate all 8 retirement risks, while creating and maximizing multiple streams of income.
Every day, Brian lives with passion in his life and with his family. He’s a former 20-year competitor in triathlons, duathlons, and martial arts — including Tae Kwon Do and kickboxing.
He enjoys cycling (Road and Fat-Tire) and participating in the Fathers For The Fatherless 100 mile ride each year. He is also a passionate world traveler and outdoor enthusiast.
Second only to his faith, Brian’s greatest joy is spending quality time with his family and creating unique experiences that will last a lifetime. He adores his wife, Brage (Owner of MN Table), as well as their children Andrew (32), Myles (27), Kaley (25), Emma (17), Grant (12), and Lillian (9).
A driven community leader, Brian attends Red Valley Church and supports International Justice Mission, Kingdom Builders, Opportunity International, Venture, Dad Awesome, Fathers For The Fatherless, World Vision, Compassion International, Feed My Starving Children, Together for Good, and Lamplighters International.
EDUCATION
- B.A. in Business Management, Gustavus Adolphus College
LICENSES & DESIGNATIONS
- Retirement Income Certified Professional (RICP®)
- Series 65 (Securities/Investments License)
- Elite Power of Zero Advisor
- Life Producer
- Real Estate Pro
- Mortgage Originator
- Dare to Lead Trained Facilitator
Accolades
- Tip of the Triangle, FIG (2019 – 2024)
- Million-Dollar Round Table (2012 – 2025)
- Top of the Table (2019-2022)
- Court of the Table (2017, 2018)
- Allianz - Preferred A List Producer ( 2015-2017 Gold, 2018 Platinum, 2019-2021, 2024 Blue)
- Midland National – President’s Club (2012, 2013, 2015 – 2020, 2023)
- American Equity Presidents Club (2024)
- Presidents Club (2012, 2013, 2015-2024)
- Elite POZ Advisor
Retirement Income Certified Professionals are essentially financial advisors who help people ensure all of the money they saved for retirement lasts a lifetime. RICPs can help you create steady retirement income out of your savings, figure out the optimal time to claim Social Security and company retirement benefits, and plan for healthcare as well as long-term care.