Brian’s goal is to guide and educate his clients on how to improve their wealth building, accumulation and protection. Brian discusses and reviews his clients’ financial strategies, which include their protection areas, savings, and growth components. Through financial economics, Brian develops strategies that help build his clients’ wealth potential. Brian empowers clients to make informed money decisions through creative financial strategies.
Brian earned his degree from the University of Wisconsin in 1987 with majors in Economics and Finance. He has been in the financial services industry for fifteen years and currently holds an LUTCF designation. Brian also has been continuously educating himself in the financial world through workshops, organizations and independent study.
Brian is originally from Glendale, WI and graduated from Nicolet H.S in 1983. He ventured to Madison, WI at that time and now resides in Madison with his wife Lisa. Brian enjoys many athletic activities and has received several awards.
Brian Brown at Third Coast Advisors is not an Investment Advisor Representative and is not acting in an advisory capacity.
Registered Representative of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New