“The greatest challenge and reward is to discover and live your life with purpose, and to encourage and support others to do the same.”
Brian believes that life is about creating unique experiences — and that once we discover our purpose, we become capable of doing more than we could ever imagine. From our families to our careers to our retirement years, every moment offers the chance to live our best lives. Brian dedicates his career to help individuals and families envision what’s possible and blaze new paths forward. By optimizing clients’ financial strategies, he seeks to awaken opportunities and help them live each day to the fullest.
With over two decades of financial experience, Brian brings diverse planning and strategy expertise to his relationships. He holds FINRA securities 65 license and life producer license, as well as the Mortgage Originator license and Real Estate PRO designation. As a result, Brian’s adept at analyzing complex strategies from an array of angles, rather than through one financial lens. This deep background helps enable our clients to coordinate the various pieces of their lives. Whether they invest in real estate, create multiple income streams, or maximize retirement income, Brian brings the pieces together into one cohesive plan.
In addition, Brian’s a nationally recognized expert in tax-free retirement planning, through the philosophy of “The Power of Zero.” Written by David McKnight, a renowned industry leader and Brian’s mentor, the concept is on the forefront in helping retirees achieve the life they desire tax free. No matter the goals each client envisions, Brian’s dedicated to helping them make their dreams a reality.
Every day, Brian lives with passion in his life and with his family. He’s a former 20-year competitor in triathlons, duathlons, and martial arts — including Tae Kwon Do and kickboxing. He also goes trail running and mountain biking, and loves to travel. Second only to his faith, Brian’s greatest joy is spending quality time with his family and creating unique experiences that will last a lifetime. He appreciates his wife, Brage (Certified Nutrition Coach and Owner of The MN Table), and their children Andrew (28), Myles (23), Kaley (21), Emma (13), Grant (8), and Lillian (5).
A driven community leader, Brian’s proud to support Compassion, Feed My Starving Children, International Justice Mission, Sheridan’s Story, and World Vision.
Tip of the Triangle, FIG (2019 – 2020)
Million-Dollar Round Table (2012 – 2020)
- Top of the Table (2019-2020)
- Court of the Table (2017, 2018)
Allianz - Preferred A List Producer ( 2015 - 2017 Gold, 2018 Platinum, 2019-2020 Blue)
Midland National – President’s Club (2012, 2013, 2015 – 2020)
Licenses & Designations
Series 65 Securities
Real Estate Pro
Gustavus Adolphus College
B.A. in Business Management, minor in English