Current Role
Brian brings more than two decades of industry experience assisting ultra-high net worth clients pursue their goals. He has deep knowledge in investments, wealth accumulation strategy, complex estate planning, intergenerational wealth transfer, but most importantly, wealth preservation. He enjoys helping clients gain financial clarity and advocates for a detailed financial plan, never letting them lose sight of the end goal, no matter what issues may arise during their lifetime. Operating now as a pure fiduciary, Brian utilizes an open architecture platform and credentialed team to better serve his clients. Before joining Lake Street, Brian spent 13 years with JPMorgan Chase, where he was a founding member of the Chase Private Client group. Most recently, he was a Senior Vice President of Investments for 2 years with Raymond James and Associates. Brian graduated with a BA in Finance from Illinois State University.
