Brian personalizes a financial plan for each client by first securing a keen insight of their financial details and family dynamics. Through a comprehensive planning process, he helps clients have a clear path for the pursuit of their goals and the financial independence essential to enjoying a comfortable lifestyle. He also puts great importance on his role as educator, helping clients understand even the most complex financial concepts.
As a Chartered Retirement Planning CounselorSM, Brian understands the needs clients encounter prior to and during retirement. His wide spectrum of retirement planning expertise encompasses essential matters such as sources of retirement income, tax-efficient portfolio strategies, retirement cash flow, asset management, estate planning and corporate retirement plans.
Brian earned a bachelor’s degree in accounting from St. Louis University and has obtained his CPA license. From 1997 to 2007, he served as the chief financial officer of Psychological Associates, a business consulting firm. He first began working with Bill at A.G. Edwards in 2007 and formed their team in 2008. The two joined Mark in 2013, then transitioned together to NEXT Retirement Solutions and Raymond James Financial Services in 2017, through a partnership with Concurrent Advisors. This partnership leveraged the opportunity for Brian and his partners to form GRH Wealth Management in 2023 as a part of the Concurrent Investment Advisors hybrid independent RIA.
Originally from St. Louis, Brian lives in Chicago’s South Loop with his wife, Sophia, and children Adelaide and Peter. In his free time, Brian participates in triathlons and volunteers at Working Bikes rebuilding used bicycles for the homeless.