Principal/Director of Financial Advisory Services
C.S. Lewis famously defined “integrity” as doing the right thing even when no one is watching. Doing the right thing for clients defines Brian’s approach to financial advising. It’s also the foundation of the long-term relationships Brian builds; relationships that provide him the satisfaction of seeing his clients reach their personal and financial goals.
Brian’s clients know he always has their best interests in mind when providing clear and unbiased guidance. If a client has a question, Brian provides a quick, thoughtful answer. He understands that clients depend on him to focus squarely on their financial goals so they can focus on other things.
When Brian is away from the office, he enjoys spending time with his wife and coaching athletic teams for his three children.
Bachelor of Science in finance – Northern Illinois University
American Youth Soccer Organization – Sycamore, DeKalb County United