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After nearly 10 years in the engineering field, Brian joined AEGIS Financial in 2017 as a Client Service Associate. In 2018, he acquired securities registrations, insurance licenses and the Accredited Asset Management Specialist designation and is currently enrolled in the Advisory Mastery Program through Raymond James. Brian’s detail-oriented personality made him a great fit to create individual Financial Life Plans for clients, and so he supported the team as Associated Advisor in this capacity until he was promoted to Advisor at the end of 2018.
Brian holds a Bachelor of Science in Civil Engineering from the University of Wisconsin Platteville, and also holds the Series 7, 66 and Wisconsin Life and Health Insurance license.
Brian lives in Omro with his wife Laura and their children, Emma and Charles. He enjoys biking, hunting, playing soccer and coaching his children’s sports teams. Brian is also a board member for his church.Back to Our Team
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
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