Brian has been in the wealth management industry since 1998. His career began directly out of college with Lincoln Financial Advisors/Sagemark Consulting. In 2008, Brian and longtime friend Mike Sluhan partnered to launch Genex Consulting. They wanted to create a niche firm where they could provide independent, unbiased advice to a select group of clients looking for holistic and comprehensive wealth management services. Brian heads up the Risk Management and Estate Planning Departments at Genex Consulting.
Brian was born and raised in Madison, Wisconsin and is proud to be a “cheese head!” His family later moved to Missouri and after a couple moves eventually landed in Columbia, Missouri. M – I – Z ……After finishing up high school at Rock Bridge, he attended college in Kirksville, Missouri where he met his college sweetheart and now wife, Ellie. They were married in 2001 and live in Wildwood with their two boys, Noah and Max.
When he’s not working, you can find Brian coaching his son’s sports teams or training and competing in triathlons. Brian also enjoys volunteering and has been a Board Member for a number of charities in town. He believes it never too early or too late to give of your time and talents.
Bachelor of Science, Business Administration – Truman State University
Series 7, 31, and 63 Securities Registration held with Private Client Services. Series 65 Securities Registration held with Private Client Services and Genex Consulting.
Life, Accident, and Health Certification