About our team

Brian was named to Forbes magazine, list of “America’s Top 500 Next-Generation Wealth Advisors” in 2017. The Forbes ranking of America’s Top Millennial Advisors considered professionals born after 1980 at all firms regardless of geography. He brings 20 years of industry experience to the team. He has earned both the CFP® and AAMS® designations. Brian is originally from Alexandria MN and received his undergraduate degree in Business Economics from St. Cloud State University. He served as Chairman of the Board for the St. Cloud Area Sertoma Club and is the 2009/2010 Sertoman of the Year. Brian is a member of the Central MN Estate Planning Council and is a Board of Directors member for MN Real Estate Foundation (a supporting organization of Community Giving). Brian is the President of Sartell Youth Rec Center (SCHEELS Athletic Complex). He was also Chair of the Sartell Youth Rec Center Steering Committee (an initiative to expand Bernick’s Arena – Kraft Hockeyville USA 2019 finalist, into a multi-sport facility). Brian also served as co-chair for the Early Learning Early Literacy Investment Team at United Way of Central MN, and he is a member of the Program Committee for Boys & Girls Club of Central MN. Brian has been a youth hockey and youth baseball coach/mentor where he helped young kids build confidence while having fun. In addition to community involvement he enjoys making his family a priority, spending time at the lake and being active outdoors.