Investment Advisor Representative
Brian started his financial planning career in December of 1994 after graduating from Rockhurst University in Kansas City, MO. His practice has worn several hats over the years. As the financial world becomes more complex, it is comforting to know that he can draw on those years of experience for his clients. Brian’s career has ranged from helping a newlywed couple establish an IRA … to helping retirees evaluate their investment portfolio and estate plan … to helping his business clients tailor a benefit program for their employees … He thrives on the varied challenges each scenario presents.