Good financial planning isn't about forecasts and projections. It's about managing one's finances amid continual uncertainty.
Brian is a Financial Advisor in Baird’s Alpharetta, GA office, where he is responsible for providing professional financial advice, strategy, and execution to highly successful executives and their families throughout Georgia and across the country. Brian has over 25 years of combined experience in comprehensive financial planning and client asset management in his tenure at Baird and previously at Morgan Stanley.
Brian provides comprehensive investment consulting and financial planning services to wealthy families, C-level corporate executives, and ambitious small business owners in search of a more personalized approach to wealth management. Brian's focus is on providing goal-based financial solutions that meet his clients’ most important financial objectives, while utilizing a risk managed approach that combines targeted risk with reasonable return objectives.
Brian is a 1983 graduate of the College of Business Administration at Marquette University where he received his Bachelors degree in Finance. He hails from a proud family background of financial professionals.
Active in his community, Brian volunteers his time towards various charitable causes and is an active community leader with the Atlanta chapter of the Marquette University Alumni Association (MUAA). In his free time he enjoys friendly competition on the tennis courts, pickleball courts, coaching youth basketball, and balancing his time with family and many other social and recreational activities.