Ready to focus on your financial goals? I can help. Your goals – my focus.

 

 I don't believe in a “one-size-fits-all” approach. Instead, I'll work with you to create a strategy based on your individual needs and objectives. 

Risk Management Specialist

There's more to running a business than making a profit. Your family and your employees depend on you. I offer multiple pillars of financial service and protection that can help you personally, professionally,  your beloved employees.

Life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. Let me help you become part of the 4% club and be your "Jimmy Cricket " in making sure you have a plan to save first while investing toward your future. 

 

EXPERIENCE:

I have spent 22 years working, leading, and supporting technology within education and business. As a former business owner, I will use my first-hand experience to create custom solutions designed specifically for YOU – to help protect and secure your investment.

I focus on offering financial strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. I also provide comprehensive and innovative solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. 

My goal is to provide an open and honest relationship with all his clients to help ensure their financial objectives are achieved. In addition to Brian's financial services practice, he spent over 14 years as a firefighter and EMT. I understand Risks and work to find solutions on how to mitigate your risks of life. I want to provide that peace of mind that your family will be taken care of should something occur to you. 

 

EDUCATION & CREDENTIALS

  • B.A. Degree – Management and Information Technology – Cleary University
  • Life, Disability, and Health Insurance License

 

 

INTERESTS:

Brian is a member of Rotary International and President of the Williamston Sunrise Rotary Club. I currently serve as an Assitance Governor in District 6360. In addition, I am a Trustee of Rotary Foundation 6360.  Brian enjoys spending time with family and friends. – he and his wife have two children.