Biography
As Managing Partner, Brian co-leads Accredited’s Executive Committee and is responsible for the firm’s Strategic Planning. Brian also oversees the firm’s Operations and Wealth Management activity. He began his career at Accredited as a summer intern and in the 15 years since has had roles in nearly every part of Accredited’s business, giving him a unique perspective into the wide range of people and functions that must be integrated to deliver truly comprehensive wealth management. He believes a highly functioning team allows Accredited’s advisors to focus on their mission of building deep relationships with their clients.
As a member of the wealth management team, Brian leads client relationships and has expertise in executive compensation and helping families manage complex estates and multi-generational planning strategies.
For more information about educational requirements, professional certifications, and professional designations, click here.
Education & Background
CERTIFICATIONS:
• Hamline University – B.A. in Economics
• Boston University – Certificate in Financial Planning
• Certified Financial Planner™
How do you spend your life wisely?
As a clinically diagnosed workaholic, I am religious about carving out enough time and resources for the non-work activity that always recharges my battery – traveling with my girls, especially to warm places on the ocean. With that fuel in my tank, I’m always excited to get back in the office to do what I love: helping our clients spend their lives wisely in return.
“I have no special talent. I am only passionately curious.”
Albert Einstein
