About Me

Brian began his investment industry career in 1982 and joined Stifel in 2015 upon its acquisition of Barclays Wealth and Investment Management, Americas.  Prior to spending four years with Barclays, he spent the majority of his career with Citigroup Global Markets.

Philosophy
Brian develops customized investment and wealth management plans that reflect his clients’ risk tolerance, time horizon, and long-term goals while addressing their business planning and retirement income needs.  He leverages Stifel’s robust financial planning tools to create proactive expectations of his clients’ financial future based on their savings, spending behavior, and target investment allocation.

Community Involvement

• Chair, Rotary Fights Red Tide
• Chair, Rotary Means Business (2020)
• President, Rotary Club of Sarasota Bay (2021-2022)

• Bachelor of Arts, Drake University

• Series 3, Registered Commodity Representative
• Series 7, General Securities Representative
• Series 31, Futures Managed Funds
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Accredited Investment Fiduciary^® Designation