I’m happily married to my wonderful wife, Gina. We are proud parents of three adult sons, and prouder grandparents to five granddaughters. I’ll admit that I love my English Cocker, Sadie, only second to my grandbabies! Without hesitation, all of them will agree that my second home is the outdoors - fishing, hunting or landscaping my country yard. And there’s no better way to end such a day but with a porterhouse steak and Grey Goose Martini. Mention those two treats and I’m your new best friend!
Brian is the founder and owner of Action Financial Strategies, which he runs with his son, Bradley in New Holstein and Green Bay, WI. Since 1989, Brian has been helping people achieve their financial goals by being thorough and leaving nothing to chance. Although Brian is nearly deaf in one ear... and hard of hearing in the other (due to his earlier years of helping his grandfather run a masonry business during summers off from teaching science at Chilton Public Schools) his clients will assert he is an attentive listener!
Brian loves helping business owners and professionals navigate and solve the challenges of creating a solid financial future. He works with them to craft a Lifeplan® for their businesses and families - by helping them get their financial house in order...now and down the road in the future. His passion lies in seeing clients through all stages of their life and the life of their business.
In addition to financial and investment planning, Brian collaborates with CPAs and attorneys to help create tax strategies and estate plans that efficiently protect client assets.
Brian has been a New York Life agent since 1989, and is a Member Agent of The Nautilus Group, a select group of under 250 member agents nationwide focusing on Business and Estate Planning. Since 1993, he has earned a seat at the Million Dollar Round Table (MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance), consistently reaching the highest level of MDRT, Top of the Table.
CHILDHOOD NICKNAME - Pooh Bear
DREAM VACATION - Alaskan Cruise
FAVORITE MUSIC - 50s/60s/70s Oldies (especially Roy Orbison)
FIRST W2 INCOME JOB - Henning’s Cheese Factory (now one of my longest and best clients)
FIRTS CAR - ’66 Pontiac, which I remember driving up and down Main Street in Kiel. Back then we called it “Bombing the Gut”
ALL-TIME FAVE FOOD - Porterhouse Steak at Schwarz’s Supper Club
BIGGEST PET PEEVE - Poor weather on weekends
LOVE PEOPLE WHO - Are honest and open
12 IS THE NUMBER OF TIMES I HAVE - Caught a Musky over 50”
FUN FACT - Need a Schwarz’s Supper Club “fix” at least once every 2 weeks
FUN FACT - I collect (with my wife’s help) Snow Globes and Santa Clauses
FUN FACT - I’m a bird-watcher
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HELPING YOU PROTECT YOUR BUSINESS, PLAN FOR GROWTH, AND SECURE YOUR FUTURE. CONTACT US TO GET STARTED!
1411 MILWAUKEE DRIVE
NEW HOLSTEIN, WI 53061
1251 SCHEURING RD, SUITE C
DE PERE, WI 54115
202 W COTTAGE GROVE RD, SUITE C
COTTAGE GROVE, WI 53527