Location Overland Park, Kansas, United States Regions Midwestern US Gender Male
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Prior to becoming a Wealth Manager, Brian spent a dozen years in the technology industry at a variety of small and large hardware and software companies (Microtek, MetaCreations, aQuantive, Microsoft). It was during this time his passion for investing was sparked. In 2002, he made the decision to pursue a career in Wealth Management at RBC Wealth
Management and was eventually invited to join a senior partner where Brian was instrumental in building a $100-million practice from scratch. During his last four years at RBC, Brian developed and managed many concentrated-stock diversification strategies as well as accredited investments and estate plans. Brian has qualified as a Charted Market Technician (CMT) designation holder.
