Brian works with high-net-worth individuals, business owners, and entrepreneurs and founders, helping clients navigate investment management, estate planning coordination, and comprehensive financial planning.

He takes a strategic and analytical approach to planning, with work that is designed to simplify complexity and create actionable financial strategies.

Brian earned a B.S. in Business Administration from the University of Missouri–Kansas City. His background in technology, investment management, and business ownership supports a disciplined and innovative approach to financial planning.

Outside of work, Brian enjoys reading, outdoor activities, volunteering, and spending time with his family.

Serving clients throughout Kansas City and the surrounding areas, including Leawood, Olathe, Lee’s Summit, Overland Park, Independence, and Liberty.