Brian has been a Financial Advisor with North Star Resource Group since 1992. He works out of the Madison office and specializes in working with physicians and other medical professionals. As a member of the North Star Medical Division, Brian works with other advisors who specialize in working with physicians to share best practices and the latest trends in medicine.
Brian is a CERTIFIED FINANCIAL PLANNER™ professional. He has an MBA in Finance and is a member of the Financial Planning Association. He currently lives in Waunakee, Wisconsin with his wife Mindy and children Colin and Jenna. In his spare time, Brian coaches baseball and avidly supports the Wisconsin Badgers.
Areas of Service Provided by Brian include:
- Fee-Based Financial Planning
- Individualized Asset Allocation and Investment Strategies
- Retirement and College Education Funding Analysis
- Student Loan Management
- Life/Disability Insurance Design and Selection
- Analyzing Employee Benefit Packages*
- Tax Minimization Strategies*
What to Expect from Brian
"The part of my job that I enjoy the most is playing the role of a teacher. My clients will be able to make sound financial decisions if they fully understand topics like tax implications, risk/reward trade-off, liquidity issues, and financial product nuances. The majority of the time that I spend with clients is ensuring that they have the financial knowledge to make informed decisions. I enjoy being a resource when clients are searching for information or just need a sounding board."
Quantifying Your Goals
"In addition to identifying your financial objectives, we must also quantify them. I use a written comprehensive financial strategy and analysis to make sure that clients understand how much they need to save to help them actively pursue their retirement, college funding and other important financial goals. Everyone wants to “retire comfortably someday”. Let’s quantify- “What is comfortable?”and “When is someday?” to bring you one step closer to making it happen."
Holding You Accountable
"Identifying financial goals is important, but it will not matter unless you make sure the strategy is executed. Through regular reviews you should expect me to hold you accountable on following through with the decisions and savings necessary to help you work towards achieving your goals. In addition, you should expect that I help you make adjustments to the strategy as goals and/or financial conditions change. The end result will hopefully be a transformation where you replace your financial insecurities and stress with financial confidence."
Brian’s Support Team
Title: Practice Administrator
Title: Client Relations & Insurance Coordinator
Title: Financial Associate
Madison2945 Triverton Pike Drive, Suite 200
Madison, WI 53711