Brian D Meisenhelder
Financial Advisor|CLU®, ChFC®, CFP®, RICP®
Personal
Brian and his wife, Becki, are the proud parents to their two sons Cody and Alex. Brian and Becki were married in 2008 and Brian has been living in Baltimore City since 2001. He is originally from York, Pennsylvania and lived there until he graduated college and moved to Baltimore, MD. He is a very proud Penn State alumni and earned a Finance degree and Economics minor from Penn State University in 2001. After working in accounting with PricewaterhouseCoopers for 18 months after graduation, he turned his sights to work in financial services. Since joining Northwestern Mutual in 2003, Brian has built a successful insurance and investment practice helping his clients meet their specific financial goals and objectives. Brian’s hobbies include spending time with friends and family, hiking with Becki and their golden retriever Oscar, baseball, fishing and golfing.
Professional
Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.
Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.
Years of Experience
Representing Northwestern Mutual since 2003.
Education
Pennsylvania State University - Finance (Bachelor of Science)
Pennsylvania State University - Economics (Minor)
Awards and Recognition
- Million Dollar Round Table Qualifying Member 2012-2015
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- 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 2006-2010
- Award recognizing persistency and performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
The HIKE Foundation
Northwestern Mutual of Maryland and I are proud to announce our sponsorship of the HIKE Foundation's Celebrity Server Night at Morton’s Steakhouse. We will be joining Matt Birk, along with some of his Baltimore Ravens teammates and celebrity friends as they trade in their helmets and jerseys for plates and aprons to benefit a great cause. The HIKE Foundation (Hope, Inspiration, Knowledge, and Education) was established by Matt Birk to provide at-risk children in the Baltimore area the opportunities they need to excel. Interactive programs, educational help, and resources helps these children excel in life, both in the classroom and out. The HIKE Foundation benefits children in all stages of their lives, from elementary school through college.
Here are my areas of expertise
Financial Planning
Investment Planning & Strategies
Insurance Protection Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Multigenerational Planning
Tax-Efficient Strategies
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
