The Iron Mountain Mission
Iron Mountain Financial Planning, LLC was formed to help clients align their financial behaviors with their values so that they can focus on what truly is important in life – which, by the way, has nothing to do with money.
Brian’s Professional Story
After graduating from SDSM&T with a degree in Mechanical Engineering, Brian worked with Navistar on the now world famous “smiling bumper” found on Medium Duty trucks. His four years in Fort Wayne, Indiana working with unionized engineers was enlightening and cemented the perspective that life really is better in the West. A good friend connected him with mining company in Gillette, Wyoming, where he worked as a Maintenance Planner at one mine and a Maintenance Supervisor at another. Upon leaving the mines, a software consulting company reached out to him with an offer to travel North America visiting Mining and Transit companies training, implementing and customizing the software that he had become an expert in.
It was at the beginning of all this time traveling that Brian stumbled upon a podcast from a well-known financial coach that put them on the path to getting their financial lives in order. Brian buried himself in what he didn’t know at the time to be personal financial planning principles and mission including: cash flow management, managing debt, having the right types and amounts of insurance, traditional IRA’s, ROTH IRA’s, 401k investing, starting small businesses, real estate investing, managing taxes, business accounting and estate planning.
It was because they had put those financial principles and mission to work in their lives that they were in a financial position to pursue a path of helping others based upon mission, not financial benefits. Eight years later, Brian stepped off of the Software Consulting airplane for the last time to pursue his mission to help others as a Financial Planner in Rapid City, South Dakota.
He earned the CFP® (Certified Financial PlannerTM) designation in 2016 to formally learn the fundamental skills of comprehensive financial planning covering the topics of the Financial Planning Process, Cash Flow Management, Education Planning, Insurance, Investments, Employee Benefits, Tax Planning, Retirement Planning and Estate Planning.
Brian launched Iron Mountain Financial Planning, LLC to help you align your financial behaviors with your values so that you can focus on what is truly important in life – which, by the way, doesn’t have anything to do with money.
Professional Designations & Affiliations
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Brian’s Personal Story
Brian met his wife Nicole when the two of them happened to make their way back to Gillette, Wyoming at the same time. They relocated to Rapid City, South Dakota in part to make Brian’s weekly travels as a Software Consultant simpler. It didn’t take long to realize that the Black Hills is where they wanted to stay and they made it a part of their personal mission to do so.
Ellie and Jackson joined the family on Flag Day, four years apart, and Dottie was added just after Christmas, 2017. Outside of Iron Mountain Financial Planning, LLC, you will find Brian spending time with his family, enjoying a ride on his motorcycle, camping, hunting or serving at his church.
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Iron Mountain Financial Planning LLC (“IMFP”) is a registered investment adviser offering advisory services in the States of South Dakota and Wyoming and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by IMFP in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of IMFP, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.