About Brian
Brian provides comprehensive wealth management solutions for clients working toward achieving their financial goals. He takes the time to get to know what’s important to his clients and works with them to form a comprehensive, customized financial plan, one that includes portfolio management, tax strategies, wealth transfer considerations, retirement analysis, and education planning.
A Pennsylvania native, Brian enjoys spending time with family and friends, working outdoors, running, and is an avid sports fan. He and his wife, Jana, live in O’Fallon, Illinois, with their daughter, Caroline.
Education and Professional Milestones
-Lafayette College with a bachelor’s degree in economics and business
-Joined Focus Partners Wealth in 2012
-Was a financial advisor for Edward Jones and worked for Lord, Abbett & Co.
Brian provides comprehensive wealth management solutions for clients working toward achieving their financial goals. He takes the time to get to know what’s important to his clients and works with them to form a comprehensive, customized financial plan, one that includes portfolio management, tax strategies, wealth transfer considerations, retirement analysis, and education planning.
A Pennsylvania native, Brian enjoys spending time with family and friends, working outdoors, running, and is an avid sports fan. He and his wife, Jana, live in O’Fallon, Illinois, with their daughter, Caroline.
Education and Professional Milestones
-Lafayette College with a bachelor’s degree in economics and business
-Joined Focus Partners Wealth in 2012
-Was a financial advisor for Edward Jones and worked for Lord, Abbett & Co.