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Find an Expert

Find an Expert

Brian began his career at Wintrust Wealth Management in 1992 and serves as a Financial Advisor. He is committed to building successful client relationships by helping individuals better understand the many investment products and programs available. With his extensive understanding of investments, Brian provides education and straightforward communication, and works with clients to design and implement customized solutions to help them achieve their goals. He believes that developing an investment plan is not a one-time occurrence, and therefore stays abreast of his clients’ changing circumstances and the dynamic marketplace to ensure that his clients are always best positioned for success. Staying true to the core tenets upon which the firm was founded in1931, Brian serves his clients with objective, unbiased, and independent financial advice.

Brian graduated from Illinois State University where he earned his Bachelor of Science degree in Finance. He also holds FINRA Series 7, 63, and 65 Licenses, in addition to Illinois Life, Health, and Variable Annuities Insurance Licenses.

Brian is a long time Chicago resident, living in Lincoln Park. In his spare time, Brian enjoys being a volunteer mental health advocate and nature photography. He can often be found at the Shedd Aquarium where he is a volunteer scuba diver.

Brian is supported by Dominick Allen, Myra Reyes, and Joseph Murphy. 

 

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Serving Clients At:

Wintrust Wealth Management - Chicago - Headquarters

231 South LaSalle St., 13th Floor

Chicago, IL 60604