With the knowledge that comes with more than 23 years of experience in the financial services industry, Brian helps investors navigate the variety of available investment options with dedicated and focused service and a personal commitment.
From financial planning to comprehensive account management, Brian strives to make recommendations solely in the interest of providing value and benefit to you. He works hard to help you pursue your financial goals and mitigate your risk.
At Raymond James, Brian has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, he answers promptly, completely and truthfully. He also provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.
Brian joined Raymond James in 2025 after 23 years in the industry with Smith Barney, Morgan Stanley and Wintrust Financial. He is a graduate of the University of Wisconsin-Oshkosh and received a bachelor’s degree in business administration. Brian is a member of the Estate Planning Council of Northeast Wisconsin. He lives in DePere, Wisconsin, with his wife, Francine. When not in the office, Brian and Francine enjoy spending time in Northern Wisconsin, boating and fishing.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.