The connections Brian has built with his clients goes beyond that of typical professional/client relationships. Brian becomes invested and passionate in creating a financial strategy to best fit the needs and goals of each individual client. He recognizes that each situation is different and appreciates being able to help form the financial future of his clients. Brian’s philosophy as a financial professional is to help clients stay on course rather than running on only emotion and rash decisions.
Graduating from the University of Wisconsin-Green Bay, Brian holds a degree in business administration with a minor in economics. Brian and his wife, Ann, reside in Sheboygan, Wisconsin, with their three children. In his spare time, Brian enjoys spending time with his family, taking a race in at the tracks, and cycling. He is also a volunteer at Immanuel Lutheran Church.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies