As a member of the Business Development team, Brian leads prospective clients through their initial financial analysis. In this role, he helps individuals and families simplify complexity by bringing every part of their financial life, including investments, retirement, tax strategy, and estate planning, into a clear, coordinated plan within our fee-only fiduciary framework for a transparent fee. Grounded in our comprehensive planning philosophy, Brian focuses on connecting each client’s “why” with a data-driven plan that supports long-term success. Every introductory meeting is designed to uncover priorities, simplify complexity, and ensure a smooth transition to a dedicated team of professionals. The Mather Group is a national, fee-only fiduciary wealth management firm providing integrated investment, tax, retirement, and estate planning services to help clients achieve financial clarity and confidence for every stage of life. You don’t get one advisor. You get The Mather Group. About Brian As the Business Development Managing Director, Brian helps manage a team of associates that build new relationships with retirees, corporate executives, and our referral networks for the firm. He has a passion for coaching his team, as well as educating clients and helping them achieve their financial goals. Before joining The Mather Group in 2019, Brian served as a Regional Director for Edelman Financial Engines and a Branch Manager at Fidelity Investments. Brian holds a Bachelor of Science in Consumer and Family Economics from the University of Missouri, Columbia.