Associate Wealth Advisor
For Brian, helping clients with more than just their investments is the most rewarding part of his wealth management career. He enjoys talking to clients about their deepest concerns and most important goals, so he can help find solutions that put them on the path to addressing every aspect of their financial lives.
As an associate wealth advisor, Brian works with a team to help clients achieve financial freedom. This begins with a conversation, so he can get to know clients, understand what they want their wealth to accomplish in their lives and help design a financial plan to deliver a true wealth management experience. Brian believes in educating clients, as well, to address their questions and equip them to make better financial decisions.
Brian joined Buckingham Strategic Wealth in 2017 and previously worked as a senior financial consultant for TD Ameritrade and an associate financial consultant with Charles Schwab. He earned a bachelor’s degree in finance from Indiana University.
Outside of work, Brian enjoys spending time with friends and family and playing hockey. He and his wife, Katie, also stay busy keeping up with their two sons at their home in Noblesville, Indiana.