Designations and Licenses

Brian is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Chartered Financial Analyst® designation.

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, he was a senior financial advisor at Evensky & Katz/Foldes Wealth Management. Before that he was a commodity options trader at Nico Holdings and SKTY Trading.

Brian holds a bachelor’s degree in finance from the University of Illinois Urbana-Champaign and a Master of Science in personal financial planning from Texas Tech University.

Personal Interests

Away from the office, Brian enjoys golf and is a Chicago sports fan.