Brian started his career as an elementary school teacher for ten years. From there he served as an educational representative for a curriculum company. Brian’s entrepreneurial journey started three years later after a major corporate buyout of the curriculum company. That was almost two decades ago. After starting several small businesses, Brian found a love for financial services, where he takes an educational approach to build his business, bringing two of his passions together.

Brian and his wife Betsy have three grown daughters and a grandson. When he is not helping clients, Brian can be found hiking, trail running or in the midst of a home improvement or live-edge woodworking project.