Designations and Licenses

He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Consultant.

Experience and Education

In his current position, Brian is responsible for a variety of strategic growth initiatives for Mariner. In addition, Brian works closely with teams across the country to raise awareness of the firm’s resources, capabilities and strategic initiatives. Brian is a frequent speaker for a variety of industry events. Brian is also host to many of the firm’s video series, including Your Questions, Answered.

Prior to joining Mariner in 2010, Brian was a director at UBS Financial, where he worked with ultra-high-net-worth clients and oversaw planning for the $2MM-$10MM market. While in that role, he advised the firm’s wealthiest clients on heavily concentrated equity positions, philanthropic planning and wealth transfer strategies. Before joining UBS, Brian was a consultant in the Financial Planning and Tax Services department of Ernst & Young, LLP, where he provided investment and tax strategies to individual and corporate clients.

Brian has a bachelor’s degree in economics from the State University of New York College at Oneonta and a master’s degree in taxation from Fairleigh Dickinson University.

Personal Interests

Brian is a board member of Giving the Basics and K-State University’s Financial Planning department.