Brian is the Founder, Partner and Sr. Financial Advisor of Foundations Wealth Partners | Raymond James.

Brian’s Money Story

Brian entered into adulthood with little to his name. Often you will hear Brian sharing his personal story with clients on ‘having no money’ and how that shaped his experience around finances and ultimately led him to this industry. From that experience Brian has a passion working with young investors, to assist in the essential building blocks of personal finances.

Business Bio:

• Been in the securities business since mid 1990s
• Enthusiastic about individual stocks and stock options
• Focuses on covered calls and buying calls
• Stresses the importance of Roth IRAs and Roth IRA conversions

Personal Bio:

• Lives between West Union, IA and Elgin, IA on a farm, with his wife Linda, that has been called “The Goose Ranch” for as long as history can recall
• Has 5 grown daughters
• Currently has 6 grandchildren
• Enjoys reading
• Music enthusiast
• Never watches TV
• Raises livestock (cattle, hogs, and chickens)
• Enjoys cutting wood
• Is a hobby beekeeper