Brian is the Senior Financial Advisor and Wealth Management Specialist. He leads the team and specializes in investments and portfolio management. Brian is licensed for life/health insurance and holds Series 31, 63, 65 and 7 licenses.
Brian has more than 30 years of experience in the financial services industry. His career began in 1985, as an insurance agent for Allstate. Interested in finance, he was hired as an account officer with U.S. Bank. In 1989, Brian's brokerage career began with Dain Bosworth (now RBC Dain Rauscher) as an investment executive. From 1996 to 2006, Brian was a vice president of investments with Piper Jaffray. In 2006, he moved his business to Raymond James & Associates. In 2013, Brian opened the first and only Raymond James Select office in Minnesota.
Brian received his bachelor's degree from the University of Minnesota, with a major in computer science and a minor in mathematics. Brian enjoys playing golf and tennis, and spending time with his wife, Sue and son, Joe.
Raymond James is not affiliated with the entities mentioned herein.