Brian joined the Integrated, Inc. – Wealth Advisors team in 2004 when the firm he was working with branched out in a different direction. Brian had a decision to make and at that time it was extremely important to him to be affiliated with a group of individuals who would be able to seamlessly take care of his clients in the event of his demise. It’s always been a top priority that Brian’s clients be taken care of – and still is.
After obtaining a BS in Finance and Risk Management from the University of Minnesota in 1972 Brian started in the banking business at a Twin Cities based bank as a commercial lender.
In 1980, while looking for new opportunities and wanting to expand his knowledge base, Brian ventured into the insurance services industry. With some encouragement from a personal contact at Norwest Bank he began working closely with local banks as financial planner for their clients, mainly doing buy/sell agreements and key-man life insurance.
In 1986 Brian decided to expand his field of knowledge even more and joined Great West Financial selling securities and offering full financial planning for individuals and businesses.
Brian has been a Qualified Member of the MDRT* since 1985.
Brian explains his passion as working with clients in the areas of wealth accumulation strategies and retirement planning. His greatest satisfaction is seeing those clients obtain their goals.
Personally Brian enjoys golfing, fishing, hunting and spending time with his wife Jane, their two grown children and five grandchildren. Brian and Jane have been members at Burl Oaks Golf Course for 29 years. He has been on numerous course committees and the course’s board of directors multiple times over the years. Brian and Jane are members of Holy Name Catholic Church in Medina.
*The Million Dollar Round Table (MDRT) is an independent association. Membership is based solely on insurance production and does not qualify a financial professional to provide investment recommendations or advice.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.