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.
Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?
Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?
On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.