Real Estate Broker Associate

• Jun 2022 - Present

Broker Associate

• Apr 2018 - Jun 2022

Brian assists business owners and investors of commercial real estate and farmland in purchasing, selling, leasing and managing property. Brian assists business owners and investors of commercial real estate and farmland in purchasing, selling, leasing and managing property.

Business Transition Consultant

• Aug 2015 - Apr 2018

Family Business Transition Planning Exit Strategy Development and Execution Value Enhancement Planning Collaboration and Coordination of Business Owner's Advisors Tax Reduction Strategy Development and Execution Family Business Transition Planning Exit Strategy Development and Execution Value Enhancement Planning Collaboration and Coordination of Business Owner's Advisors Tax Reduction Strategy Development and Execution

Wealth Advisor

• Jan 2010 - Aug 2015

Advising on wealth accumulation, risk management, Social Security planning, retirement planning, business exit/transition planning, estate planning and wealth transfer. Securities, Financial Planning and Advisory Services offered through LPL Financial, A Registered Investment Advisor. Member FINRA /SIPC. For hyperlinks to FINRA and SIPC please refer to Contact Info section. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do busines, please visit www.PinnacleWealthManagement.com Show less

Partner/Operations Manager

• May 1998 - Jan 2010

Partner and Operations Manager for small business/family farm. Gained a great deal of operational experience as well as an understanding of the unique demands involved with a multi-generational family business. Partner and Operations Manager for small business/family farm. Gained a great deal of operational experience as well as an understanding of the unique demands involved with a multi-generational family business.