Brian has more than two decades of experience in the financial services industry. He supports high-net-worth individuals, corporate executives, small business owners and retirees, delivering life planning, portfolio management and corporate retirement strategies.
Brian places great emphasis on getting to know each of his clients and understanding the financial goals important to them. From these insights, he develops asset allocations and tailored wealth management strategies to help his clients pursue their life goals. Brian is proud to offer direct access to the resources of RBC Wealth Management, from a global investment platform and philanthropy services to sophisticated lending strategies and award-winning research.
Previously, Brian was a managing director at Bear Stearns and J.P. Morgan. Before that, he was a vice president at Merrill Lynch, Pierce, Fenner & Smith, responsible for developing comprehensive investment management strategies. Brian began his career as a regional marketing representative at Armstrong World Industries, where he orchestrated their marketing and sales efforts across five states.
A graduate of Indiana University with a Bachelor of Arts degree in marketing, Brian earned his MBA in business administration from Ohio State University. He is on the Board of Directors with Money Smarts School for Children, a nonprofit organization dedicated to educating youth on financial issues.
Brian lives in Chesterfield, Missouri, and when not with his clients, enjoys reading, playing baseball, running and spending time with his wife and three sons.
