Joined Curi Capital
November 2017
Education
- BBA in Accounting and Finance, University of Wisconsin-Whitewater
- MS in Taxation, University of Wisconsin-Milwaukee
Accreditations
- Certified Public Accountant®
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Jacobus Wealth Management, Inc., Senior Vice President – Taxation
- Grant Thornton, LLP., Tax Associate
Bio
Brian joined the firm in 2017 when Jacobus Wealth Management (JWM) combined with RMB Capital. At JWM, Brian was the senior vice president – taxation. Prior to that, he was a tax associate at Grant Thornton, LLP.
At Curi Capital, Brian is responsible for directing tax and financial planning services to family office clients. Those responsibilities primarily include tax compliance support, retirement planning, tax research, estate plan administration, fiduciary advisory, and more.
Brian received his BBA in Accounting and Finance from the University of Wisconsin-Whitewater and his MS in Taxation from the University of Wisconsin-Milwaukee. He earned the CERTIFIED FINANCIAL PLANNER™ certification.