Meet Brian’s Team.
Contact Brian’s Team
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Brian is your primary relationship manager.
- Responsible for the ongoing execution of:
- High-level financial planning on your account
- Investment management
Michele is the liaison between you and your advisory team.
- Keeps your team informed of any important updates or changes you may have.
- Assists clients with account maintenance:
- Money transfers
- Opening new accounts
- Updating beneficiary information
- Address changes
- Coordinates the scheduling of client meetings with you and your team.
Jeff assists with preparing for client meetings.
- Provides reporting and analysis on a wide range of investment and planning topics
- Coordinates your investment needs with our in-house research, trading, and investment operations team
- Coordinates your financial planning needs with our in-house subject matter professionals
- Helps support the onboarding of new client relationships
