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.