Brian focuses on providing individuals, families, and businesses with smart wealth management strategies to help grow and preserve their wealth more effectively. Brian enjoys helping his clients learn about their unique investment strategy, so they are aware of how their portfolio is helping them achieve their specific financial goals.
Brian also is proficient in Financial Planning and helps meticulously plan for each client’s long-term goals and aims to provide a worry-free retirement plan.
Brian began his financial services career at Merrill in August of 2014. He is proud to have spent his entire financial career at one firm. He earned his bachelor’s degree in marketing and economics from Kansas State University and holds the Chartered Retirement Planning Counselor™, CRPC™ designation. Brian enjoys continuing to learn so that he can offer his clients the latest investment strategies that fit their needs. Brian, his wife, Ashley, and their son, Ryker, and daughters, Kennedy and Lexington reside in South Overland Park, Kansas. He enjoys taking his kids to antique car shows in the area and attending his kids’ sporting events. Brian also volunteers his time for Habitat for Humanity and multiple charities that benefit canines. In his free time, Brian enjoys playing golf and travelling with is family.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
