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 plans, 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). Brian is 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, Financial Representative of Guardian.