With more than three decades in the financial services industry, Brian dedicates his extensive experience to help families and individuals strategically plan for their futures. Taking into account each clients’ risk tolerance and financial needs, he works diligently to craft wealth management strategies, selecting the investments that best align with their objectives. Personable and dedicated, Brian is passionate about helping his clients address each of their financial goals so they can move toward the future with confidence.
Before joining Raymond James in 2018, Brian was senior vice president, investments with Stifel Nicolaus. Prior to that, he was a financial advisor and desk trader with Kent King Securities. Brian completed coursework at University of Michigan, Davenport University and Grand Valley State University.
An active member of his community, Brian was a director on the Fremont Chamber of Commerce Board as well as . Currently, he is a member of the investment committee for the Fremont Area Community Foundation. He has served as trustee, president and vice president of the Newaygo County RESA Board, and was an active parishioner of the Second Christian Reformed Church, serving as an administrative deacon and treasurer. He currently serves on the praise team and generosity team of Cornerstone Church.
Brian was the president and a trustee of the Fremont Public Schools Board of Education and a recipient of the I Care About Kids award. He is an active volunteer and gives back his time to Degage Ministries, Feeding America, Streams of Hope and the Mission Thrift Store. He has been on service trips to Matamoros, Mexico, and Kenya, where he did missionary work, built homes and installed irrigation systems.
Brian enjoys playing golf and watching football in his spare time. A Grand Rapids native, he and his wife, Diane, have three daughters, Casie, Abbie and Brianna, and seven grandchildren.
* Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.