Brian has over twenty-five years of experience working in the accounting, legal, and investment professions and has spent the majority of his career helping families and businesses navigate the complexities and opportunities of multi-generational wealth. Brian has held the roles of President, Managing Member, Chief Financial Officer, Chief Compliance Officer, and Partner/Shareholder while helping lead businesses and families in the multi-family office profession.
After attending St. Louis University and St. Louis University School of Law, he began his tax career at PricewaterhouseCoopers, practiced tax and estate law at the law firm of Husch & Eppenberger, and then transitioned to the wealth management and family office profession.
Brian is involved in several organizations in the St. Louis community, including YPO St. Louis, the St. Louis Sports Commission Board of Directors, and The Scholarship Foundation of St. Louis, and serves as an Alderman for the City of Sunset Hills.
As the youngest of eleven children, family is extremely important to Brian – so he spends his free time with his wife Julie and their children – likely watching them play soccer.
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For Wealth Advisors
