Brian began his financial services career in 1996. He served in various sales and leadership roles with several large firms before joining the Equity Bank team in 2010.
While Brian maintains acumen in most areas of financial services, he specializes in Business Succession Planning and Wealth Transfer Planning.
Brian earned his Bachelor of Science degree from the University of Kansas. He earned the Chartered Retirement Plans Specialist (CRPS) designation in 1999, and the Chartered Financial Consultant (ChFC) designation in 2003.
Brian holds his Series 7, 6, 63, and 65 securities registrations along with his state Life & Health licenses.
Brian lives in Lee’s Summit, Missouri, with his wife, Tish, and the youngest of their three sons. He enjoys outdoor activities like gardening, hiking, and running and is active at his church.