Focus: Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Risk Management Strategies
Brian knew in elementary school that he wanted to be in the financial services industry. “When I was in 5th grade, our teacher gave us $500 of pretend money to invest in the stock market. A friend of mine and I combined our money and bought two stocks--Pepsi Co and ScotPak. We won the contest and as a prize we each received a can of soda. Since then, I always wanted to be in this industry.”
One of Brian’s favorite things about his job is developing relationships with people and turning them not only into clients, but more importantly into friends. He also appreciates being able to educate people about where they are financially and helping them understand the reasons of what they’re doing and why they’re doing it.
Originally from Rockford, Illinois, Brian now resides in Middleton, Wisconsin. Brian holds degrees in business, accounting and management. Not currently practicing, Brian holds the CPA designation. In his free time, Brian enjoys playing golf, working out and trying new things.
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525 Junction Road Suite 8100, North Tower
Madison, WI 53717