Designations and Licenses

Brian is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Brian provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, Brian was a wealth advisor with Savant Wealth Management, where he provided comprehensive planning solutions to households, businesses and local foundations.

Brian holds a bachelor’s degree in finance from Butler University.

Personal Interests

Away from the office, Brian enjoys volunteering for United Way of Central Indiana, attending Butler University basketball games and is a big fan of Chicago sports teams. He also enjoys traveling, cooking, playing golf and basketball, and spending quality time with his family and friends.