CFP®, AIF®
Senior Wealth Manager
Email: brian@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Brian Take Financial AssessmentCFP®, AIF®
Senior Wealth Manager
Email: brian@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Brian arrived at Plancorp in 2000 and quickly worked his way up to become a Wealth Manager. Brian’s friendly nature and ability to quickly build relationships allow him to connect with clients and help determine the best financial planning solutions for their individual needs.
Brian graduated from the University of Missouri-St. Louis with his BS in Business Administration-Finance, before moving on to join on our firm. One of the first things that drew him to Plancorp was our team-oriented environment where everyone is focused on a single goal—our clients’ success. Today, Brian actively contributes to that culture, helping clients with goal setting, budgeting, retirement planning, income tax planning, insurance needs, estate planning and investment advisory services.
Apart from work, Brian serves as Treasurer of the Point Elementary Parent Organization. He enjoys hunting and following St. Louis sports teams.
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163