Meeting specific needs and goals of clients through individualized plans
Brian is committed to helping individuals, families, and business owners achieve clarity and confidence in their financial futures. He focuses on building personalized strategies designed to protect, grow, and manage wealth while keeping each client’s unique goals at the center of every decision.
Beyond his work as an advisor, Brian is deeply rooted in his community. He serves on his local zoning board, is on the leadership board for the Boy Scouts, and is involved with both his church and his children’s school. A 2023 graduate of Leadership Toledo, Brian continues to dedicate time and energy to numerous charities and service organizations, reflecting his belief that strong communities are built through active participation and giving back.
Brian takes pride in building long-term relationships based on trust, education, and integrity. His mission is to provide financial guidance and empower clients with the confidence to make informed decisions about their families and their futures.
Education
Brian achieved his bachelor’s degree from Colorado Technical University in business administration with a concentration in management.
Registrations
Life and Health Insurance License: MI, OH
Securities Registered: AZ, FL, GA, LA, MI, NY, OH
Securities Registration: Series 7, 66
Personal
Brian is co-owner of the Toro dealership, McCabe Outdoor Power, in Grand Rapids, Ohio—the town where he grew up and still lives today. He has many outdoor hobbies, such as racing dirt cars, kayaking, snowmobiling, biking, and running. He’s also a fan of the Browns, Indians, Blue Jackets, Buckeyes—however his real passion is Toledo Walleye hockey. He’s been a season ticket holder since day one, and rarely misses a game.
