Brian is the Managing Director and Lead Financial Advisor of The Advisory Group. Brian has been educating and empowering investors for over 30 years and cherishes his lifelong client relationships. His transparent and informative approach is what sets TAG apart from the rest. As a well-known professional in the Quad City area, Brian is a speaker on financial topics such as investment management, retirement planning, tax efficiency planning, income strategies, and Social Security optimization. With Brian’s passion for what he does, his dedication to his clients, and his kind and caring demeanor, TAG has grown to be a thriving business in the community. TAG has been recognized as one of the Quad Cities’ Fastest Growing companies by the Quad Cities Business Journal three years in a row (2023, 2024 & 2025).

Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.