About Brian
As Director of the Advisory Leadership team, Brian is focused on partnering with wealth advisors in our West region. He is driven to building a great team through trust, respect, loyalty and a culture of helping each other to achieve the firm’s and clients’ collective goals.
Brian has been in the financial services industry for 20 years, spending time on both intermediary and direct-to-consumer channels. Most recently, he served as vice president of personal financial solutions sales at American Century Investments, leading their direct-to-consumer sales team. He was part of developing their wealth management and financial planning offers, along with the development of their new client acquisition strategy via partnership firms. Prior to that, Brian served as an internal wholesaler, manager and regional vice president at Fidelity Investments.
Brian earned a Bachelor of Science in marketing with an emphasis in sales from Northern Illinois University. He lives in the Kansas City metro area with his wife, two kids and goldendoodle.
As Director of the Advisory Leadership team, Brian is focused on partnering with wealth advisors in our West region. He is driven to building a great team through trust, respect, loyalty and a culture of helping each other to achieve the firm’s and clients’ collective goals.
Brian has been in the financial services industry for 20 years, spending time on both intermediary and direct-to-consumer channels. Most recently, he served as vice president of personal financial solutions sales at American Century Investments, leading their direct-to-consumer sales team. He was part of developing their wealth management and financial planning offers, along with the development of their new client acquisition strategy via partnership firms. Prior to that, Brian served as an internal wholesaler, manager and regional vice president at Fidelity Investments.
Brian earned a Bachelor of Science in marketing with an emphasis in sales from Northern Illinois University. He lives in the Kansas City metro area with his wife, two kids and goldendoodle.