Helping clients build, protect, and transfer their wealth
- Investment & Wealth Preservation Strategies
- Estate Preservation Concepts
- Retirement Planning
- Income Planning
Brian entered the financial services arena in 2003 with a passion for helping others make better decisions with their money. After witnessing the aftermath of the 2008 economic crash, he became committed to helping his clients avoid financial catastrophe. He founded Stoneway Financial Services in 2011, adding a vast array of financial options, and putting his clients in a better position to handle the uncertain future and volatility of the financial markets.
Brian loves the educational aspect of what he does, using straightforward communication to help you understand how our financial system works and simple strategies to take advantage of it. He fights to help you take control of your money, utilizing strategies that put you in the driver’s seat. You can spend less time worrying about your money and more time enjoying the freedom retirement gives you. Brian holds a Series 65 securities registration, and is life and health insurance licensed.
Brian has two children, Ellie and Noah. When not fighting for financial freedom or spending time with his kids, he enjoys staying active through hiking, backpacking, boxing, Jiu Jitsu, CrossFit, and hunting.
Investment advisory services offered through Regal Investment Advisors, LLC, an SEC Registered Investment Advisor. Stoneway Financial Services is independent of Regal Investment Advisors. Insurance services also offered by representatives of Stoneway Financial Services.