Brian joined Educators Financial Services, Inc, a Registered Investment Advisor, as a financial advisor in 2010. Prior to joining EFS, he served on the Board of Directors and as Vice President at KLBB Holdings, Inc., a company he founded to connect students and schools to their communities. Brian contributes to the community through his involvement in Habitat for Humanity and Feed My Starving Children. He graduated from the University of Minnesota and continues to further his education in the areas of finance and risk management at the University of St. Thomas. Brian holds his Series 6, 63, & 65 registrations, and also has his life and health insurance licenses.
Brian works with families offering financial advice including investment planning, retirement planning, and risk management. He is a member of the Financial Planning Association and believes in the importance of balancing budgets for money today. Brian and his wife enjoy numerous outdoor activities and spending time with family and friends.
and advisory representative of Advanced Advisor Group, LLC,
440 Emerson Street N., Suite 4, Cambridge, MN 55008.
Advisory services may be offered through Educators Financial Services,
a Registered Investment Advisor and affiliated company.