President and Financial Adviser
Brian earned a bachelor’s degree in accounting and holds his FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®. He also carries his life and health insurance licenses.
Brian has a wide range of experience in financial services, accounting, and management. He loves working directly with his clients to help learn more about their goals and dreams and educate them about financial planning and investing.
Brian is married to Patty and they've raised three children in St. Michael, Minnesota. He loves outdoor activities like boating, snowmobiling, biking, and traveling. Brian is a huge sports fan. He participates in church activities regularly and is actively involved in community organizations.
One of Brian's goals is to visit every Big Ten stadium as well as the ten biggest college football stadiums. To date, he's visited six of the ten biggest college stadiums and seven of the Big Ten stadiums. One of Brian's other goals was to be recognized as a Vista Club advisor, a distinction that places him among the top 25 financial advisors affiliated with Commonwealth Financial Network. Brian achieved that goal in 2020.
Danielle Cain, CFP®
Danielle is the first person most of our clients talk to when they need anything. For more than ten years, she's worked in banking, mortgage, insurance, and the financial services industries. We are truly blessed and grateful to have her managing client-related planning and operational tasks at FIG.
Danielle holds a bachelor’s degree in finance from the University of Minnesota Carlson School of Business. She's a CERTIFIED FINANCIAL PLANNER™ professional and holds her FINRA Series 6, 7, and 63 securities registrations through Commonwealth Financial Network®. Danielle also holds life and health insurance licenses.
Danielle lives in Elk River with her husband and their blended family of four children. She loves spending time with her family and friends or simply binge-watching her guilty pleasure--reality TV.
The smiling face and bubbly personality you see when you walk in the door or hear on the phone is probably Naomi. Her passion for connecting with clients brought her back to this industry after a brief break to run a distribution business with her husband for a few years.
Naomi has what she likes to call a “nonlinear” background ranging from retail to entrepreneurship and distribution to finance. Having such diverse experiences has led her to realize that her passion is in helping clients, women especially, within the financial industry. She has recently acquired her life and health insurance licenses and aspires to get her Series 7/66 in the near future to continue growing her industry knowledge and career.
Naomi loves to watch and talk about sports, strives to read at least a book a month, and loves to stay active so she can keep up with her 1-year-old baby girl who is a walking, babbling bundle of energy. She lives in Otsego with her husband, daughter, and two cats—Alfonso and Stella. On weekends, she loves to shop at Target (often saying, “Target tells me what I need when I get there”), spend quality time with her daughter watching Peppa Pig and going to the park, and trying new restaurants or visiting her tried-and-true favorites with her husband and friends.
When it comes to keeping us all on track, we turn to Patty. She does everything in the office that doesn't involve financial planning. Patty manages day-to-day business operations in areas such as human resources, payroll, marketing and advertising, and office management.
Patty holds a bachelor’s degree in communications with a minor in business from the University of Minnesota, and she has a background in human resources. She's an invaluable resource and a blessing to our entire team.
Family and faith are very important to Patty, and she loves to spend time with her husband, her three children, and her extended family, who all live nearby. Patty enjoys our Minnesota summers (even the thunderstorms!) and listening to all kinds of music. She particularly loves watching HGTV, reading, gardening, and traveling.
Your Future Won’t Wait.
Schedule a complimentary consultation today.