For more than two decades, Brian has been helping individuals, families, and business owners navigate the path toward financial independence. As a seasoned advisor and Investment Adviser Representative (IAR), he specializes in translating complicated financial topics into clear, actionable strategies—aligning retirement planning, legacy building, and investment decisions with what matters most to you.

Brian brings a depth of experience from his time at respected firms like Cornerstone Financial Group, MetLife, and MassMutual. His approach is practical, tailored, and always built on integrity. A significant part of his work has focused on serving farmers, offering specialized strategies for transitioning family farms and helping find elevated investment strategies others may overlook.

He holds the Chartered Financial Consultant® (ChFC®) and Retirement Income Certified Professional® (RICP®) designations, and is licensed with Series 7, 66, and Life & Health credentials. Brian earned his degree in economics from the University of Kansas.

He lives in the Overland Park area with his family and enjoys making the most of life both inside and outside the office.