About Brian
Brian practices financial planning and wealth management. His client-first philosophy helps him provide comprehensive fiduciary advice to individuals and families at every stage of life. Providing clients with peace of mind while building lasting relationships is one of the most fulfilling aspects of his career.
A native of the Kansas City area and current Leawood resident, Brian and his wife, Christine, spend most of their free time shuttling between various sports, piano, and dance lessons for their three children. When there’s a break in the activities, Brian enjoys traveling (both with and without kids), smoking various BBQ meats on his patio, and staying involved with his community through various volunteer efforts.
Education and Professional Milestones
- Hamilton College - Bachelor of Arts in Economics
- Washington University in St. Louis - MBA in Strategy and Marketing
- Has held roles as principal of Lumia Wealth LLC and as director of tax products and services at H&R Block
Brian practices financial planning and wealth management. His client-first philosophy helps him provide comprehensive fiduciary advice to individuals and families at every stage of life. Providing clients with peace of mind while building lasting relationships is one of the most fulfilling aspects of his career.
A native of the Kansas City area and current Leawood resident, Brian and his wife, Christine, spend most of their free time shuttling between various sports, piano, and dance lessons for their three children. When there’s a break in the activities, Brian enjoys traveling (both with and without kids), smoking various BBQ meats on his patio, and staying involved with his community through various volunteer efforts.
Education and Professional Milestones
- Hamilton College - Bachelor of Arts in Economics
- Washington University in St. Louis - MBA in Strategy and Marketing
- Has held roles as principal of Lumia Wealth LLC and as director of tax products and services at H&R Block