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Merrill Lynch
Wealth Management
Understanding your life priorities is an important part of how I work with the clients I serve. It’s not just about markets and returns, it’s about what matters most to you. I welcome the opportunity to show you how we can work together to create a financial approach designed around you, your goals and your aspirations.
Profile
With decades spent in wealth management and as a business owner, Brian possesses a rare perspective that has long served the best interests of an ambitious clientele – active and retired business owners, physicians, attorneys, and generations of their families. While diverse in their ages and backgrounds, most clients share a desire to serve their families and communities in Western Michigan and elsewhere.
A CFP® certificant, Brian uses his professional training and a rigorous, planning-based approach to fully appreciate what holds meaning in each client’s life. He also helps clients articulate the purpose of their wealth and what role they’d like him to play. Brian may ask, “What’s your greatest achievement? Who are you responsible for? Why have you come to me? And what’s one thing you want to do, that you don’t think you can?”
Brian explains, “I want to know what makes a client tick. Most are blue collar and started with little. To appreciate their situations and mindsets, I try to meet with their entire family. If they own a business, my background allows me to ‘talk the talk’ and discuss issues from cash flow and lending solutions, to succession, exit and retirement planning.”
Whether he visits clients in their homes, offices or factories, Brian focuses on delivering clear, straightforward and unbiased guidance – the kind that that leads to thoughtful, unhurried decisions.
When it comes to investments, he encourages clients to share his long-term perspective on growing and preserving wealth. Based on a client’s goals and comfort with risk, Brian takes direction from the firm’s Chief Investment Office and uses Merrill research to build diversified portfolios using low-cost ETFs, mutual funds and other asset classes, including alternative investment** strategies for qualified investors.
To align tax minimization and estate planning strategies, Brian asks clients for the names of their CPAs and attorneys. He also offers clients access to specialists at Bank of America for residential and securities-based lending.
A native of Newaygo and later, Grand Rapids, Brian put himself through college and built a successful company from the ground up, before selling it 15 years later. With that experience, he joined Fifth Third Private Bank and spent more than eight years as a wealth management advisor, addressing the myriad financial needs of business owners, entrepreneurs, professionals and other affluent clients.
Brian and his wife, Shauna, live in Rockford. Parents of two daughters – an adult and a toddler – their lives revolve around family and their church. An avid outdoorsman, Brian enjoys backpacking, camping and fly-fishing for steelhead on the Muskegon River and for browns on the Pere Marquette River. He is also learning to play acoustic guitar.
*NMLS ID: 824065
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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EDUCATION
University of Phoenix
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Professional Staff
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Courtney White
Wealth Management Banking Specialist
Merrill
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
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No question too big or moment too small
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