What it is
A simple conversation. We talk about where you are, what questions you have, and what options may be worth learning more about.
Work With Brian
Sit down with me, one on one.
Most of my time goes to educating veterans on the VA disability process. I also do financial education and speaking. Here is what each one looks like, so you can pick the one that fits.
01
Veteran education
Making sense of the VA disability process.
Most of my time goes here. I provide structured education for fellow veterans on how the VA disability process works, what documentation matters, and what preparation looks like. It starts with a free 30-minute strategy session.
See How It Works
No claim representation or legal advice provided
02
Clarity Sessions
A simple conversation, on your terms.
A Clarity Session is a free, education first conversation with me. The goal is simple. I want you to walk away more informed than when you came in.
No promisesOptions basedEducation firstProtection focused
What it is not
It is not a sales pitch. It is not investment advice. It is not a pressure call.
Who it is for
Anyone who wants to feel a little more informed before making a decision about money, protection, or family priorities.
How to prepare
Bring your questions. Bring whatever has been on your mind. You don't need to organize anything in advance.
What happens next
If we keep talking, it's because you want to. If we don't, that's fine too. My goal either way is that you walk away more informed.
03
Speaking and Workshops
Topics I love talking about.
Workshops, panels, family events, and community gatherings. If you'd like me to speak at yours, send a note through the contact form below.
Family Finance Talks
Plain English conversations for parents and couples who want to feel more informed about money.
Veteran Groups
Education first sessions for veteran organizations on family, money, and the next chapter. I speak as an educator, not an attorney or accredited claims agent.
Mental Health and Resilience
Honest education and conversation around mental health, pressure, and the way money and mental health intersect.
Financial Literacy
Foundational sessions for schools, community groups, and family events.
Protection and Insurance Topics
Plain English breakdowns of protection topics so families can ask better questions before any coverage conversation.
Community Events
Workshops, panels, and conversation circles for local groups.
Book with Brian
Sit down with me.
Clarity Session or speaking inquiry, this is the best way to get the conversation started.