Brian has more than 15 years of experience working with families and businesses to manage through the complexities of their wealth. He runs the comprehensive wealth planning service, as well as leads the investment team in managing private wealth with both traditional and non-traditional investments. Brian’s independence from proprietary investment products allows him to offer independent and professional advice. His experience includes helping clients project cash flows from the sale or purchase of businesses, managing the tax-impact of wealth accumulation and distribution for his client portfolios, and building and leading the in-house portfolios management process. As a CFP® Professional,