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Financial Advisor / Member Owner
Brian has been involved in the financial services industry since 2007. He is a clinical assistant professor in the Department of Family Medicine with the University of Illinois and teaches investment and retirement planning courses at Rock Valley College and Beloit College. He is a member of several professional organizations, including the Illinois State Medical Society and the Catholic Medical Association.
Brian is a magna cum laude graduate of Marquette University with an honors degree in biomedical engineering. He earned his medical degree from the University of Illinois College of Medicine and attended the University of Illinois for his family practice residency, where he served as chief resident. Brian is a Certified Medical Planner™ (CMP®), a CERTIFIED FINANCIAL PLANNER™ professional, and has earned a certificate in financial planning from Marquette University. He serves on the Haven Network board.
Brian and his wife Sandra have 10 children. He enjoys reading as well as outdoor activities such as camping and fishing.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Schedule a No-Obligation Introductory Call
Schedule a Call