Joined Curi Capital
September 2022
Education
- BBA in Finance, University of Wisconsin-Whitewater
Accreditations
- Certified Wealth Strategist®
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Waukesha County Estate Planning Council
- CFP Board Mentor
Previous Experience
- Wealth Enhancement Group/SVA Wealth Management, Financial Advisor
- Gilbert & Cook, Inc., Relationship Manager
- US Bank, Mutual Fund Compliance Admin.
Bio
Brian is a Wealth Advisor at Curi Capital, where he brings a passion for financial planning and investment management to the families he serves.
Prior to joining Curi Capital, Brian served as an advisor at Wealth Enhancement Group and Gilbert & Cook, Inc., working exclusively with high-net-worth individuals and families.
He earned his CERTIFIED FINANCIAL PLANNER® and Certified Wealth Strategist® designations early in his career to deepen his expertise in delivering sophisticated financial and wealth planning strategies.
Outside of work, Brian spends time with his wife and daughter. He enjoys learning and playing any racquet sport, getting out on the golf course when time permits, downhill skiing in the winters, and traveling with his family. He also volunteers as a CFP Board mentor, helping other advisors prepare for and pass the CFP® exam.