Meet Brian’s Team.
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Brian is your primary advisor and long-term strategic partner. He leads the overall relationship and focuses on high-level financial planning and investment strategy, helping ensure decisions stay aligned with your goals as your life and circumstances evolve. Brian is involved in major life event and financial planning decisions, complex investment considerations, and long-term direction.
Jeff is a key member of your service team and often your first point of contact for account-related needs. He helps prepare for meetings, provides reporting and analysis across investment and planning topics, and helps answer day-to-day questions. Jeff also coordinates closely with our in-house research, trading, investment operations, and financial planning specialists to ensure your needs are handled efficiently. When new client relationships are onboarded, he helps guide the process from start to finish.
Ben works closely with both Brian and Jeff to support your relationship and helps ensure nothing gets missed. He focuses on data, reporting, and client requests, helping prepare for meetings and providing clear summaries that keep everyone aligned. Ben is also available to assist with day-to-day account needs and follow-ups, making him a reliable point of contact when questions arise or information is needed quickly.
