Experience and Education
Brian supports a wealth advisory team by providing customized wealth management solutions to clients to help them achieve their goals and aspirations.
Before becoming an associate wealth advisor, Brian was a tax associate with Mariner Wealth Advisors where he assisted in the timely completion of tax client deliverables and provided consulting for client tax planning strategies. Prior to joining Mariner Wealth Advisors, he was a cost and tax associate at Edward Jones, tracking cost basis information across various securities, as well as answering complex tax planning questions for their financial advisors and providing general knowledge around cost and tax for their clients.
He has a bachelor’s degree in finance from Saint Louis University.
In his free time, Brian enjoys swimming, sailing, backpacking and Formula 1.