[email protected]

Brian provides personalized wealth planning solutions for high-net-worth individuals, families, and business owners. He has extensive experience designing and implementing customized wealth plans with a focus on growing and protecting wealth, tax and estate planning, risk management and retirement planning.

Prior to joining Mariner, he was a financial advisor and partner of a wealth management firm in Miami. Brian began his career trading commodity options as a market maker on the trading floors of the Chicago Board of Trade and the New York Mercantile Exchange.

Originally from the northwest suburbs of Chicago, Brian attended the University of Illinois at Urbana-Champaign, graduating with a Bachelor of Science in finance. He also holds a Master of Science in personal financial planning from Texas Tech University. He is a Chartered Financial Analyst® (CFA) and a Certified Financial Planner® (CFP).

Away from the office Brian is a member of the Collier Builder’s Industry Association, Collier County Bar Association, and the CFA Society of Naples.

Brian is an avid Chicago sports fan and enjoys playing golf.