Brian has worked with clients to develop and implement customized investment strategies for successful business owners, families, and individuals, with the objective of protecting and helping potentially grow wealth. He believes developing a high level of mutual trust is vital to any successful long-term client relationship.
Brian has been providing advice to clients for over 21 years. Drawing from his experience gained from six years at A.G. Edwards and eight at Stifel Financial Corporation, He brings a wide range of valuable expertise and knowledge while working hard to build the business on long-lasting relationships. He believes by understanding clients’ goals, that he is able to provide them with personalized investment strategies that help them pursue their financial needs.
Brian received his bachelor’s degree in Business from Edgewood College in Madison. He was also a member of the Men’s Basketball team where he was a 3 year starter while being voted as a team captain his Senior year. He also holds his Accredited Asset Management SpecialistSMSM designation from the College of Financial Planning.
Brian and his wife Jeniffer, live in Sussex with their children, Lauren, Jake, and Benjamin. In his time away from the office he enjoys spending time with his family, traveling, playing golf, and coaching his kids’ football, basketball and baseball teams. He also serves on the Board of Directors for the Hamilton Jr. Charger Basketball program.