Brian has worked as a businessman, financial advisor, banker, coach, and teacher and has always enjoyed helping others achieve their goals. Brian firmly believes that if we live by the Golden Rule of helping others, we'll find our true reward. Brian's drive comes from an inner desire to see people connect to a dream. That dream might be to see achievement through retirement security, home ownership, athletic achievement, building long-lasting relationships, or most importantly discovering who God made you to be. Brian has worked with clients entering the transition phase of investing, moving from their careers into retirement and the fundamental change in perspective from a "growth" mindset to "preservation" & "income". He has worked with home owners and soon-to-be home owners realizing how to purchase a home and how to make that process as smooth as possible. Working in the school districts and as a volunteer coach, he works with children helping them learn how they can achieve goals through athletics, build relationships, and develop lifetime skills that encourage them to both overcome and embrace obstacles. Specialties: Physical Education, Coaching, Retirement Planning, Income Planning, Market Investments, Annuities, Wealth/Asset Management, Life Insurance, Integrating Tax planning strategies with Investment/Income Planning, Mortgage Lending, Loan origination, FHA/VA/Conforming/Non-conforming