Brian joined Tax Management Services, Inc. in August of 2018. He graduated from the University of Wisconsin – Stevens Point with a double major in Accounting and Finance. Before joining TMS, Brian amassed 17 years of experience working in accounting and human resources in the manufacturing, construction and service industries.
Brian holds security registrations FINRA Series 7, Series 66 and his Wisconsin Life and Health Insurance licenses. He contributes to the TAG model management team researching investments for the model portfolios that many advisors use for their clients. Brian likes the synergies of wealth advising and tax planning to benefit his clients.
In his spare time, Brian enjoys grilling, supporting all Wisconsin sports teams, and walking/hiking with his wife Lisa. He wants all his clients to feel confident, comfortable and listened to in the planning process.