Brian is a dedicated financial advisor based in Blaine, Minnesota, where he lives with his wife, Charlotte, and their three children, Charlie, Ayla, and Evan, along with their beloved pet, Dakota. While his career as a financial advisor is a key aspect of his life, it is not the defining one. Brian is first and foremost a Christian, and his faith in Jesus Christ serves as the lens through which he views every aspect of his life. He believes that while life on earth is temporary, eternity is forever, and this perspective guides both his personal and professional endeavors.
Beyond his work and family, Brian is passionate about outdoor activities, particularly hunting, golfing, and spending time in nature. He also enjoys traveling, especially to warm destinations when the opportunity arises.
In addition to his personal interests, Brian is deeply committed to giving back to the community. He leads an annual missions trip to Ensenada, Mexico, through Youth With A Mission (YWAM), focusing on building homes for families in need through the Homes of Hope ministry. This mission trip is an extension of his values and a meaningful way for him to make a positive impact on the lives of others.
EXPERIENCE:
Brian started his career as a financial advisor in January of 1995 with Ameriprise Financial (then IDS Financial Services).
Brian has partnered with three broker-dealers since 1995:
Ameriprise Financial (1995 - 2006)
Osaic Wealth/Royal Alliance (2006 - 2025)
LPL Financial (2025 - Present)
KNOWLEDGE:
Education:
- University of St. Thomas ~ BA in Business Administration, 1994
Industry Licensing:
- Series 7 License
- Series 24 License
- Series 63 License
- Series 66 License
- State Securities Licenses: AZ, CA, CO, FL, IA, MN, MO, NE, SD, TX, WI
- State Insurance Licenses: MN Insurance Lic. #20037222
- Investment Advisor Licenses: AZ, CO, FL, MN, NE, WI
