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About Me
Brian joined the Plancorp team as a Wealth Manager in 2008. By 2010, he’d worked his way to become Director of Wealth Management and then Chief Planning Officer in 2017. As Chief Planning Officer, Brian leads the Plancorp Financial Planning Committee and the firm's family office practice. He is also the Chief Planning officer for BrightPlan, a total financial wellness platform.
Outside of work and community involvement, he enjoys cooking, hiking, reading and helping his children develop their own interests.
Community Involvement
- Governing Board, Boys Hope Girls Hope St. Louis Associate, 2015 – present
Education
- Saint Louis University, B.S.B.A Accounting and Finance, 2003
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- Personal & Business Solutions
- Popular Resources
- Free Financial Analysis Tool
- Money Match Quiz
- Fee & Value Calculator
- Early Retirement Guide
- Equity Compensation Guide
- Estate Planning Guide
- Employee Stock Purchase Plan (ESPP) Guide
- Restricted Stock Units Guide
- Invest by Age Series
- Glossary of Financial Terms
- Client Guide
- What to Expect During an Advisor Transition
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