Brian provides comprehensive investment planning. Once he develops a successful working relationship, he can work with you to help achieve your goals.

For over 25 years, Brian has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Brian has dedicated his career to delivering the personalized investment planning services his clients deserve.

Brian began his career as a Financial Advisor with Olde in Minnetonka, MN where he developed his fundamental investment knowledge. He joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 1999 to take a team approach in providing personalized financial advice for individuals and families. In 2006, Brian earned the CERTIFIED FINANCIAL PLANNER® practitioner certificate by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

While earning his bachelor’s degree at the University of St. Thomas, he focused his studies in Business Finance. After college, he settled in Waconia, MN.

Away from the office, Brian spends his free time with his wife, Kathryn, and their two daughters, Anna and Elsa. They like to stay active both physically and mentally, whether it’s spending time on the lake together or playing a round of golf as a family. Brian enjoys golfing, boating, and exercising.  Brian and Kathryn look forward to sharing their many hobbies with their daughters as they get older.

Bradley joined the team in 2007 in order to help maintain and develop Brian’s flourishing business. He strives to ensure that our clients’ administrative, trading and operational needs are handled accurately and quickly. Bradley is often your first point of contact and will help with any clerical questions.

Bradley enjoys playing slow pitch softball and golf during his free time. During the summer months, you can find him camping with friends at various state parks across Minnesota.

Anna is a recent addition to the team, serving as a Financial Advisor role since 2024. With her degree in Finance from the Carlson School of Management at the University of Minnesota, she has built a strong foundation in finance. She supports both Brian and Bradley and is passionate about helping clients take control of their financial futures. 

Outside of work, Anna enjoys staying active by participating in group fitness classes, cooking and trying new healthy recipes, and spending quality time with her family and friends.