14+ years in the Financial Services Industry
Wealth accumulation and management, Investment and Retirement Education
Brian brings over 14 years of industry experience and focuses on qualified retirement plans and wealth accumulation. Brian builds strong relationships with his clients by understanding their concerns, liabilities and knowledge of retirement plans and investing. Brian spends a great deal of time working not only with the plan sponsors to further the health of the plan itself, but also a lot of time and passion educating the participants on what it means to save for retirement. The end result is to help every participant achieve adequate savings and education in order to enjoy their retirement. Prime Capital Investment Advisors’ (PCIA) many resources allow Brian to provide fiduciary support, managed investment offerings and a team of professionals to provide face-to-face interaction and education to all plan participants, trustees and plan sponsors.
Brian attended the University of Kansas. He holds FINRA series 6, 7, 22, 63 and 65 registrations as well as life and health insurance licenses in multiple states. He is an investment advisor representative with Prime Capital Investment Advisors, a registered investment advisory firm.
Brian lives at home in Shawnee, KS with his wife Courtney and his three children, Avery, Bryndal and Tripp. He enjoys golfing and fishing in his spare time and is a member of the Kansas City Barbeque Society.