Iowa City, IA 52240
Brian has been in the Financial Services industry since 2004 when he joined Prudential Retirement. He later joined MidWestOne in November 2011. With a BS in Mechanical Engineering from ISU, you can be sure he takes great pride in designing financial plans for all our clients and seeing them through to make sure the plan operates as intended. Brian obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2014, which is of great use in providing a higher level of service to our clients. Brian also holds Series 6, 7, 24, 63, and 65 Securities Registrations through LPL Financial along with his Life/Health Insurance Licenses.
Outside of work, Brian is quite handy in working on projects around the house. While he does like the occasional vacation trip to get away, his home is where he loves to be most. He holds value in what Paul Samuelson said about investing, “Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas”.
Brian is also a big baseball fan. He regularly watches the Cubs and heads out to City Park in Iowa City to watch his cousins’ kids play ball. As everyone knows, there’s plenty of swings and misses in the game of baseball. Brian educates his clients that participate in employer sponsored plans to keep taking swings by contributing early and often to their retirement accounts. It is the best way to building a successful retirement plan.
Brian’s wife, Kate, is a nurse at the University of Iowa and they have a 2 year old son, CJ. In addition, they have a puppy and a Shiba Inu.