About me

Hi, I'm Brian and I have been working in the financial industry for several years, helping individuals and families achieve their financial goals. My primary objective is to provide personalized financial planning and investment management services to my clients. I believe that everyone deserves a solid financial future and that's why I am passionate about helping people make informed decisions about their money. As a financial advisor, I understand that each person's situation is unique, and therefore, I take the time to listen to my clients' needs and goals before creating a customized plan that fits their individual circumstances. 

As a former college athlete turned financial advisor, I have a unique perspective on both the physical and financial challenges that can happen in our day-to-day lives. During my time as a student-athlete, I saw firsthand how difficult it can be to balance the demands of sports and academics, all while trying to stay financially afloat. My experiences taught me the value of hard work, dedication, and perseverance. And those same qualities have served me well in my career as a financial advisor, where I'm able to help others achieve their own financial goals.

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible. I look forward to working with you and helping you take control of your financial future.

Here are my areas of expertise

Choosing a financial advisor is an important decision that requires careful consideration. If you are looking for someone who can help you build wealth, protect your assets, and plan for a secure financial future, then I believe that I am the right person for the job.

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational 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.

Downtown Milwaukee, WI Skyline

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. 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.

Visit partner website

Alex's Lemonade Stand logo

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.

Visit partner website

Beads of Courage logo