Team Member Details

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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