Brian has more than a decade of experience working with families and businesses to manage through the complexities of their wealth. He runs the comprehensive wealth planning service, as well as leads the investment team in managing private wealth with both traditional and non-traditional investments.
Brian’s independence from proprietary investment products allows him to offer independent and objective advice. His experience includes helping clients project cash flows from the sale or purchase of businesses, managing the tax-impact of wealth accumulation and distribution for his client portfolios, and building and leading the in-house portfolios management process.
As a CFP® Professional, Brian is committed to meeting the standard of excellence for competent and ethical personal financial planning. He holds his Series 7 and Series 66 securities registrations (both held through LPL Financial), as well as his life, health and disability license in multiple states. Brian received his undergraduate degree in business finance from Wichita State University and a master’s degree in family financial planning from Kansas State University.
Through his education and experience, Brian has become his clients’ trusted advisor, working with other advisors to deliver comprehensive planning and wealth management.
Brian values his family, his clients and his community. Currently he serves on the Board of Deacons at his church and on the Board of Directors for HopeNet, a non-profit mental health organization. He was a member of the 2019 Leadership Wichita class.
Brian is completely undeserving of his beautiful wife, Karis, and three wonderful daughters (his words).
“To be able to lead others, a man must be willing to go forward alone.” – Harry Truman