Experience and Education

As part of the digital growth team, Brian acts as a liaison between wealth teams across the country and the firm’s digital partners. He works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team and solutions that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Brian worked with some of the largest firms in the financial services industry, including UBS Financial Services, Fisher Investments, Manning and Napier Advisors and Edelman Financial Engines. He has spent most of his nearly 25-year career in business and relationship development catering to high-net-worth individual clients and business owners.

Brian has an undergraduate degree from Indiana University.

Personal Interests

Away from the office, Brian enjoys golfing, playing basketball, skiing and spending time with his family. He is a fan of Indiana (especially basketball) and St. Louis sports teams (Cardinals, Blues) and a former St. Louis sports team (Rams). Originally from St. Louis, Brian lives in Rochester, New York, with his wife, Nikki, and his two daughters, Mackenzie and Addison.