Brian grew up in Sioux City and graduated from Morningside College in 1983 with Bachelor of Science degrees in Business Administration and Recreation Management. Following his graduation, Brian worked throughout the Midwest in the banking and lending industry working his way up through supervisory positions with GMAC Financing and First Federal Bank. Brian started his investment career in 1995 at First Federal Bank and then became a member of the Security National Investment Services team in 2009.
Brian is blessed to have three beautiful girls in his life: his wife Jami and daughters Jessi and Shay. Residing in Sergeant Bluff since 1998, Brian has been involved with coaching girls’ athletics in multiple sports and has volunteered as a board member of Sergeant Bluff Girls Softball for several years. He also stays involved in the community as a member of the Morningside College Board of Directors and volunteering through his church. In his spare time he enjoys golfing, fishing, and watching his daughters’ athletic events, dance competitions and cheerleading.
Brian is passionate about helping those who want their money to work as hard as they do. He helps investors with a wide range of investment and insurance needs, from clients investing $50 per month in college accounts and IRAs to clients with million dollar portfolios. Because advice is personal, each client gets individualized plans to achieve their goals. He knows you lead busy lives and strives to simplify your financial future to enable you to continue to do all the things you enjoy and to provide for your current and future needs.
As a Financial Advisor, Brian holds his Series 7, 63, 66 registrations and life, health, and variable licenses.