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.
Our easy 2-minute plan analysis tool will help you identify gaps in your plan and connect you to personalized resources from our team of professionals.
Take Our Free AnalysisI can help. Schedule a 15-minute introductory call with me to get real answers to your questions from an independent advisor.
