Brian W. Sak, CFP®, CLU®, ChFC®

Partner

Brian is a Texas A&M graduate and has multiple professional designations in the areas of financial planning, life insurance, and asset management. He served as a past president of the Forum 400, one of the industry’s top organizations. He has also been an active member of Finseca for many years. Brian’s extensive knowledge and experience have made him a sought-after speaker in the industry.

Brian enjoys getting to know his clients and their families and is committed to building lasting relationships. He brings clients through an educational process while creating and implementing comprehensive retirement and wealth transfer strategies. He has the unique ability to make the complicated seem simple, so clients feel more confident in making financial decisions.

Brian loves to hunt, fish, golf, ski, and slow-cook meat. He has been involved in his local community in Magnolia for many years and enjoys supporting local charities and schools. His beautiful wife, Crystal, and their three children actively serve and give back to their church community in Magnolia, as well.