As Principal, Brian builds and leads organic growth channels at NewEdge Capital Group, including the Partner Referral program, Strategy Only team, and Digital Growth team.
He brings over 25 years of experience to his role, having served as a Senior Wealth Consultant at Mariner Wealth, a Regional Director at Edelman Financial, as well as experience at other well-known firms like Fisher Investments and UBS Financial Services.
Brian received his B.S. from Indiana University, Bloomington. He grew up in St. Louis, MO, and now resides in Rochester, NY. Brian currently holds a Series 65 license.
Outside of the office, he can be found traveling, playing sports like basketball, golf, or skiing, and spending time with his wife, Nikki, and his daughters Mackenzie and Addison, who are both following in his footsteps at IU.