Brian is a Senior Vice President for Equitable Advisors. His career started with the firm in June of 2007 as a Financial Professional after graduating from Indiana University with a bachelor’s degree in Business Finance. He currently holds his FINRA series 6, 7,63,65,24 and 53 registrations and WI Accident & Health, Life and Variable licenses. In 2014, Brian received his Chartered Life Underwriter ® (CLU ®) designation from The American College. Brian was promoted to Regional Vice President in January 2011, and worked in that role for 8 years, earning many National MDA and MLA awards. Brian was also awarded the Advisors National Builders Trophy in 2015, for his district finishing in the top 3% nationally. Brian was most recently promoted to Senior Vice President in 2019.
His focus is to grow the organization through its existing financial professionals as well as new financial professionals that join the firm. In addition, Brian works personally with individuals, families, and smaller businesses to provide them with financial planning, wealth management strategies, risk management, and estate planning services. He takes each of his clients through an education process and helps them achieve their financial goals.
Apart from his time in college, Brian has spent his entire life in the Milwaukee area. Brian, his wife Alexa, and their two daughters live in Shorewood. During his free time Brian is an avid golfer and participates in many Wisconsin State Golf Association and USGA amateur tournaments every summer. He also enjoys giving back to local communities and is very involved with the MACC Fund as well as other non-profits and causes.
Organizational Recognition & Awards:
2011 Management Leadership Award
2012 Management Development Award
2013 Management Development Award
2015 National Builders Trophy
2016 Elite Leader
2018 National Leader Corps
2019-Present Centurion
2022 Hallmark 1