Practice Integration Advisor
As an associate practice integration advisor, Brian supports the practice-integrated wealth management team, providing comprehensive financial planning services to help Buckingham Strategic Wealth clients understand and achieve their financial goals.
Brian is enthusiastic about his role in supporting a team that strives to deliver an exceptional client experience. He appreciates the importance of a well-rounded team working collaboratively to develop, implement and monitor a plan that helps clients achieve their distinct goals.
Before joining Buckingham in 2018, Brian previously worked as a financial advisor with Prudential Financial. He’s a graduate of the University of Indianapolis with a bachelor’s degree in economics and finance.
Brian lives in Westfield, Indiana, with his daughter. Outside of work, he works with a different team as the coach of his daughter’s youth baseball team. Whether he’s helping his players hit a fastball or helping his clients hit their financial goals, there’s nothing more rewarding to Brian than helping others succeed.