Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Over my career I’ve had the honor of building strong, trusted relationships, helping with strategic thinking, providing timely client service and monitoring results for a growing client base. 

My team has helped clients at varying points of the financial planning spectrum.  We're helping young families build risk based planning and college education funding for their children.  We’re helping clients, as their careers grow, implement diversified tax-sensitive savings and investment plans, helping them clarify and move towards their true financial vision.  We’re helping business owners set up company sponsored retirement plans as well as other valuable group benefits designed to attract, retain and reward their most key employees.  We’re honored to be helping clients plan for transitioning to retirement while discussing the 6 major risks that retirees face.  Finally, we’re helping clients transition wealth during their lifetime to the people and organizations they feel a deep and loving commitment.

What I’ve learned through my career is that planning takes a lifetime.  Achieving one’s financial goals normally requires a great deal of personal motivation and discipline and collaboration with professionals who truly sit on your side of the table.

 

Associations and Memberships

Brian Samec has been a member of the NAIFA since 2000.

Brian Samec has been a member of the American College certification program holding the CERTIFIED FINANCIAL PLANNER™ designation since 2012.

 

Years of Experience

Representing Northwestern Mutual since 2000.

Education

Degree Major Institution
Bachelor of Arts Business Administration University of St Thomas
Management

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2003-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2007-2010

Award recognizing performance

Brian James Samec, CLU®, ChFC®, CFP®

Financial Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck