Brian joined Tenacity Advisory Group in August of 2018 to assist and support the Managed Money Committee. He graduated from the University of Wisconsin – Stevens Point with a double major in Accounting and Finance. He now contributes to the TAG Model Management Team researching investments for the model portfolios that many advisors use for their clients.
Brian holds security registrations FINRA Series 7, Series 66, and his Wisconsin Life and Health Insurance licenses. In addition to assisting with TAG items, he has his own Tax and Wealth Management clients.
Brian lives in Suamico, WI with his wife Lisa and enjoys the outdoors, supporting Wisconsin sports and grilling.