As a CERTIFIED FINANCIAL PLANNER™ professional who began his career as a financial advisor in 2012, Brian focuses on helping his clients create and implement customized wealth plans. The plan is intended to serve as the blueprint for the client-advisor relationship and is specifically designed to help families and individuals achieve their unique short-term and long-term financial goals. As a former attorney, Brian acts as an advocate for his clients, consistently adding value beyond the traditional management of investable assets by offering his clients timely advice on a host of other wealth-related issues. Brian specializes in working with young professionals, business owners and retirees. Brian and his wife, Lindsey, have two children (Cameron and Caleb) and two dogs (Tucker and Bentley). Outside of work, Brian enjoys golfing, traveling, and playing a lot of tennis. He is passionate about Husker sports and Duke basketball.