Growing up in Iowa, Brian’s first job was working at a retirement facility, where he appreciated the wisdom of those whom had gone before him in work and life.
In the late 90’s, Brian embarked on a career selling educational books and software, where he learned the value of serving customers and managing money.
His work in financial services began in 2004––building an agency to help families with the devastating impacts of the indirect costs of cancer, heart attacks, strokes, and accidents.
In 2008, Brian was introduced to, what he calls, a “macro manager”––a financial professional who isn't tied to a product or a company, rather focuses on educating and serving clients based on their needs.
As Brian learned more, despite being an intentional and well-educated individual, he was able to recognize some of his own personal “financial blind spots”. He was captivated by the security and service that macro financial management could provide to others, thus shifting professionally to more broadly serve his clients.
Life adversity in 2010 led Brian to take a step back and reconsider the most important things in life. This process included moving to Portland, Oregon to live closer to mountains and the ocean. He values the hard work and lives of the people he works with, and serves his clients with the integrity and compassion.
By design, Brian is an Independent Financial Advisor and Fiduciary. He and Rice Financial Group are committed to serving clients and not companies. To educate people on their personal financial decisions and the impact of those decisions.
As Brian worked with more and more people and families, he saw a greater and greater need in the retirement space. He’s passionate about working with people to help them have a detailed plan that will accommodate what they desire after retirement and for the rest of their lives.