About Brian
What sets Brian apart is his ability to bring structure and clarity to complexity. His goal is not to take control away from clients, but to give them more opportunities with a clearer line of sight. Clients who work with Brian are forward-thinking and growth oriented. They understand that where the... I think about their strategy long after our meetings end. I consistently try to come up with ways to make improvements and take the responsibility of guiding their financial life seriously.
Areas of focus
Credentials & background
Designations
Education
Certified Private Wealth Advisor® University of Chicago Booth School of Business Executive Education (2015); Certified Investment Management Analyst® University of Pennsylvania Wharton Scholl of Business Executive Education (2014); B.B.A. Washburn University (2001)