"My goal is to help you make informed decisions about your financial future customized to your unique situation."

Education:

A native of Iowa, Brian grew up in New Hampton, IA, and attended the University of Northern Iowa. He received his bachelor's degree in General Studies with a Business Minor.

Experience: 

Brian has worked in the insurance and investment industry since 1998, focusing on central Iowa and the Midwest for the last thirteen years. Throughout his career, he has developed a passion and skill for helping business owners and professionals understand and pursue their insurance and financial goals. This has created a strong foundation for clients to manage their insurance planning and wealth creation while also working towards their specific financial and protection needs. Brian believes his knowledge and practical experience in making complex situations and strategies manageable is key to his client’s satisfaction.

Credentials:

  • Chartered Life Underwriter® (CLU®)
  • Life and Health Insurance Licenses
  • Series 6 Investment Products/Variable Contract Representative
  • Series 7 General Securities Representative
  • Series 63 Uniform Securities Agent State Law
  • Series 65 Uniform Investment Advisor Law
  • Series 6,7,63, and 65 securities registrations held through LPL Financial 

Personal Life:

Brian and his wife, Sonja, live in Clive with their four sons: Rowan, Rory, Finlay, and Declan. In his free time, he enjoys playing golf with friends, taking in sports events, and spending time with his family.

Get in touch!

Request a Free Consultation with Brian

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MS, NE, NJ, NY, OH, OR, PA, SD, TN, TX, VA, WI, WY.

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value
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