Brian specializes in educating his clients on how to protect their wealth, building tax strategies, avoiding lawsuits and showing them ways to make their financial situation more tax efficient through a variety of strategies. He has over 30 years of experience in business succession/transfer planning and estate planning while working with clients all across the country. His practice also involves the areas of retirement strategies, life insurance, disability insurance and guaranteed annuities. He helps people save money in tax-efficient ways. He has received many company leader awards as well as membership in the prestigious MDRT (Million Dollar Roundtable)1. Brian was also the Montana State President for NAIFA (The National Association of Insurance and Financial Advisors) for 2014/2015. He enjoys hiking, camping and all outdoor activities with his wife and two children.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5 CENTERPOINTE DRIVE, SUITE 150, LAKE OSWEGO OR, 97035, 503-2074545. Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0787441, AR Insurance License #681994 | 2023-158397 Exp. 07/25