Brian Strickland’s calling has always been to help others in the face of chaos. As a firefighter and paramedic, he has saved countless lives. When this industry found him, his duty to help others transformed into a passion for helping people make sense of the financial chaos in their lives. Brian identified early on that cash flow management was a key ingredient to changing the lives of his clients and maximizing their wealth planning results. This realization was the launch pad for Brian’s early success.
Challenging himself to grow through education, Brian has been involved with the BRC/Apex Group, attended Advanced Planning Forums, and Guardian’s Business Leadership Institute.
Mentored by his General Agent, Brian learned to think as a business owner and he structured his practice accordingly. This led to a natural desire to work with other business owners who shared his same synergistic way of thinking. Within his practice, Brian has surrounded himself with an incredible team which he describes as “smart people on a mission”.
Continuing to evolve in the business planning space, Brian founded a Strategic Counsel. The Counsel, comprised of experts in all aspects of business planning, meets monthly to share ideas and best practices. He continues to cultivate these relationships to further enhance the client experience.
Brian’s knowledge and reputation has helped him to align with many local accounting and CPA firms where he is known for his reliability and value as a business planning resource.
On a personal note, Brian can be summed up in three words: Faith, Family, and Fishing. When not at his office, Brian can be found working a new marketing ‘angle’ out on the water.
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #0M21484