Collaborating and listen with his clients, Brian enjoys consulting and delivering solutions enabling them to pursue their financial goals. Approaching fifteen years in the financial industry as an Investment Advisor Representative, Brian has grown his own practice to include individuals, families and business clients.
In addition to the foundation built by trust, communication, character and integrity within relationships between his clients, he was a part of a team responsible for managing, training and supervision of over 40 financial professionals as a Registered Principal with Voya Financial Advisors, Inc. for over ten plus years prior to the sale of the region. Today, Brian maintains the parallel foundation with his clients beyond his supervisor role.
Brian graduated from Saint John’s University (Minnesota) with Bachelor of Arts focusing in areas of finance and accounting. While attending college managing his time, he participated in and was a captain of the St. John’s University football team. During his playing career, working with his teammates, they completed a perfect season winning the 2003 NCAA Division III National Championship. Since graduation, he continues to be involved with football in the state of Minnesota and across the United States.
In addition to finances and football, Brian spends time volunteering for the Saint Thomas Academy (MA) Alumni Association, where he is a Past President. He has volunteered his time with financial industry and other personal organizations. When relaxing, he enjoys spending time running, being outdoors, and learning from his traveling.