Brian and his team help successful professionals, young families and members of the biotech/medical space gain clarity on their finances, gain tax efficiencies,and create long lasting wealth.

Brian and his team value long term relationships with their clients. They take the time to listen to their clients' goals and dreams, and help create comprehensive financial plans that allow those goals and dreams to become reality. 

Brian and his team specialize in helping members of the biotech and health and medical industries create comprehensive financial plans based on their individual needs. They help busy professionals and business owners who understand the importance of comprehensive planning, but do not have the time to do it all themselves. 

As a husband and a father to three children, Brian understands the importance of planning for the unexpected. He helps his clients save money, grow  money, and protect money. One of the most rewarding parts of his career is giving people options, showing them what's possible, and help give them peace of mind that their spouses and children will be taken care of in the event of unexpected and premature injury or death. 

Areas of Focus 

Building a comprehensive plan isn't only about growing money. It is also about saving money, protecting money and making sure there is enough to last through retirement. 

Areas Brian's team focuses on include:

  • Tax efficient strategies 
  • Financial budgeting
  • Creating road maps for young couples who are planning to have children
  • Helping couples who have older kids and are approaching empty nesting
  • Helping business owners plan for the future 
  • Income protection in the event of the unexpected 
  • Retirement strategies to make sure there is enough money 
Brian Davis Team Photo

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4

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