Brian joined MBA Financial Strategists in 2008 after seven years of running his own successful financial planning practice in Adelaide.
Originally from the United States, Brian holds a degree in history and philosophy from Marquette University, Wisconsin, as well as a masters in visual arts from the University of South Australia. One of his favourite quotes is from American novelist Mark Twain: “Plan for the future because that’s where you are going to spend the rest of your life”.
He primarily works with pre-retirees and retirees to assist them with all of their retirement planning needs, including superannuation, self-managed super and wealth protection, as well as providing assistance with Centrelink issues and aged care. However his dedication and knowledge sees him providing unique solutions in all facets of financial advice.
Brian is also pleased to participate in the AMP Cancer Council Pro Bono Program, assisting cancer patients and families affected by cancer with his financial planning expertise free of charge. Brian is a CERTIFIED FINANCIAL PLANNER® professional and an authorised representative and credit representative of AMP Financial Planning Pty Limited and a member of the Financial Planning Association (FPA). He is also a volunteer board member of not-for-profit organisation Eye Play Sport (formerly Blind in Sport Council).
Make an appointment with Brian.