Our Qualifications

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

Brian has earned the CFP®, CERTIFIED FINANCIAL PLANNER™ designation which requires extensive education, experience, examination and ethical standards as well as significant continuing education hours.  We encourage you to click on the "lets make a plan" link to learn more about the benefits of working with a CFP.  http://www.letsmakeaplan.org/

Brian received his Bachelor’s Degree from Northwestern College majoring in Business Administration.  Currently he holds a series 7,66, life/health and annuities license as well as the AAMS ( Accredited Asset Management Specialist) designation. 

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.