Recognized as a 2019 Best in State Wealth Advisor by Forbes, Brian is dedicated to offering you trusted advice and exceptional service as he helps you build, maintain, and manage your assets. Brian specializes in retirement planning, as well as financial and wealth preservation strategies for successful individuals, families, and business owners. Brian began his career as a Wealth Plan Designer with the Sierra Group in Hartland, Michigan. He gained additional experience as a Senior Financial Consultant at Integrated Financial Strategies in Ann Arbor, Michigan before joining A.G. Edwards (a predecessor firm of Wells Fargo Advisors). Prior to starting his career in financial services, Brian