Managing Director, Operations and Wealth Management & Shareholder
“I have no special talent. I am only passionately curious. ”
As Managing Director, Operations and Wealth Management, Brian leads Accredited’s efforts to design better processes, tools, and resources to help enable clients to achieve their goals through a comprehensive Wealth Management experience.
Also a member of the Wealth Management team, Brian has expertise in executive compensation as well as planning for complex estates and wealth transfer strategies. He also has extensive experience working with physicians and managing divorce settlements.
Brian gains energy from solving problems and coaching others. His role at Accredited provides daily opportunities to help people he cares about – both clients and colleagues – work through complex transactions, goals and conversations.
Away from the office, Brian spends his time enjoying sports and the outdoors as well as pursuing his passion for seeing as much of the world as possible with his wife, Leslie.
Hamline University – B.A. in Economics
Boston University – Certificate in Financial Planning
Certified Financial Planner™