SENIOR ASSOCIATE ADVISOR
Brian began his profession in the financial industry in 2011 as an analyst for the Chicago Board of Trade with an agricultural commodities firm. While finance and the stock market have always intrigued him, he also enjoys working with people, so the decision to transition to being an advisor was an easy one. Brian holds a life insurance license in the state of Illinois, as well as Series 7 and Series 66 securities registrations.
Brian truly enjoys assisting individuals in planning for specific economic goals and helping them reach a better financial situation. Possibly most important to him is helping individuals manage the risk in their portfolio. Many clients aren’t aware of the risk they’ve been taking with their overall financial strategy, and many times those risks don’t line up with the goals they have for retirement. Brian has a passion for crafting the ideal investment portfolio to suit each client’s unique set of needs and goals.
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at (630) 620-9300 today!
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