Brian is a Nebraska native and attended the University of Nebraska – Lincoln. At UNL Brian received an honors degree from The University of Oxford – England where he studied international business, economics and Shakespearean literature. This well-rounded education serves as the base for his entrepreneurial vision.
Through his relationship with CPA and tax consulting firms, his practice developed a focus on business owners and business needs. Brian specializes in the business planning and benefits marketplace. In order to remain on the cutting edge in this ever-changing industry, Brian undergoes constant education and maintains a commitment to trade associations.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.