Vice President of Product and Advanced Strategies at TruChoice Financial Group LLC
Brian is Vice President of Product and Advanced Strategies at TruChoice Financial Group LLC, where he has worked since 2012. His Product and Advanced Strategies team helps financial professionals understand and uncover the opportunities that exist in the wealth accumulation, distribution, and legacy markets, as well as develops strategies designed to increase the value that financial professionals bring to their clients.
Prior to joining TruChoice, Brian had over 20 years of industry experience, having led Prudential’s Advanced Market teams and being a part of The Hartford’s Retirement and Wealth Consulting Group. He also has an extensive background in the independent broker-dealer space.
Brian is a Retirement Income Certified Professional® (RICP®), Chartered Mutual Fund CounselorSM (CMFC®), and Chartered Retirement Plans SpecialistSM (CRPS®). He received his Juris Doctorate from Mitchell Hamline School of Law, where he graduated Cum Laude. He also received degrees in economics and political science from the University of Minnesota. Today, Brian and his family live in the Twin Cities and spend a lot of their free time at their cabin in northern Wisconsin.
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