Brian is a Co-Founder and Wealth Management Advisor at The Vitality Wealth Group, a part of Northwestern Mutual. He specializes in financial planning for physicians, business owners, and retirees, leveraging his CLU® and ChFC® designations. He transitioned to finance in 2008 after a successful career in the printing industry.
Raised just outside St. Louis, Brian is a family man, married to Tina with three children and a grandchild. He and his wife have owned several businesses, and he enjoys traveling, bourbon, fishing, golf, and is an avid sports fan. He is also actively involved in supporting community organizations.
Brians first-hand experience owning multiple businesses with his wife gives him a unique perspective on planning for entrepreneurs.
Read the full overview →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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