Professional
Brian has earned the Chartered Life Underwriter (CLU®) designation, the Chartered Financial Consultant (ChFC®) designation and the Chartered Advisor for Senior Living (CASL®) designation.
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice.
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals.
A Chartered Advisor for Senior Living (CASL®) is a financial services professional who is uniquely qualified to work with mature clients and those planning retirement. All CASL® Designees are required to complete the most comprehensive and up-to-date educational program available for professionals who work with mature clients. CASL®'s are also required to keep learning throughout their careers to meet the designations continuing education guidelines. Before receiving the designation participants in the program are required to have worked with older clients for a minimum of three years.
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2014
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- National Association of Insurance and Financial Advisors Quality Award 2011-2016
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award 2008
- Award recognizing persistency and performance
Lending a hand in my community.
I believe that being involved in your community not only strengthens the community but you as an individual. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Antigo Elks Lodge #662
I am a member of the Antigo Elks Lodge #662 and have held various officer positions including Exalted Ruler. I served as the Lodge Secretary for 13 years. I was named Elk of the year for the 2008-2009 lodge year, received the outstanding service commendation for 2010-2011 and was Officer of the year for 2012-2013/2019-2020/2021-2022. Additionally I serve as President of the Past Exalted Ruler's association.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
