Series 7 & 66 Securities Registrations* held through LPL Financial. Brian serves as a licensed Financial Advisor for Legacy Wealth Management. His education credentials include an undergraduate degree in Business Management from the University of North Dakota and a master’s degree in Business Administration (MBA) from the Carlson School of Management at the University of Minnesota.
Brian has a passion for helping people. He provides clients with sound advice regarding their investments, and he utilizes his strong analytical skills to gain a full understanding of their financial situation. His hands-on approach and knowledge of the markets enables clients to meet their financial needs and achieve their retirement goals. Brian plays an important role in the Team Advisor Approach at Legacy Wealth Management.
Prior to joining the team at Legacy, Brian had extensive work experience at several large corporations and multinational companies serving in key roles with responsibilities overseeing large numbers of employees and multimillion dollar operations.
In his free time, Brian enjoys outdoor activities including hunting, fishing, camping and visiting national parks. He also like to spend time with his family and friends at his summer lake cabin.