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May 2020 by Jeffrey Knecht
Working with Brian has been a very positive experience over the years. He is friendly, patient, honest, and very low-pressure. Am very appreciative for all that they do.
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October 2017 by Brad Dale
I highly recommend Brian! We have worked together with mutual clients over the years and Brian is the consummate professional!! He works with an inspiring passion to serve his clients. He serves and leads his clients with their interests ahead of his own. If you are looking for a trusted financial advisor you don't need to look beyond Brian. Or, if your are a small business owner or strategic professional looking for a trusted financial advisor to serve your employees or clients the same it true!
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October 2017 by Susan Nelson
Brian surpasses by far our previous experiences with financial planners. He answers our questions immediately and thoroughly, is knowledgeable about the market and the products available, and finds solutions that meet our individual risk tolerances.
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October 2017 by Nathan Tift
Brian seems to be a nice guy but he showed me his true colors when he insulted then hung up on me when HE called ME. All I did was ask some tough but polite questions about investing strategy. I believe everybody should be financially literate and some good advice is better than no advice, but I would look elsewhere. Someone who tells skeptical customers they are "closed minded" is someone who won't go far in business and whose advice on anything should be questioned.
