Brian isn’t your typical financial advisor. With over two decades of experience, a BS in accounting and finance, and a passion for creating meaningful client relationships, Brian focuses on more than just numbers. After a decade at Sagemark Consulting, he co-founded WizdomFinancial LLC, where he developed a client-centered approach to legacy planning. Brian’s belief that financial planning should be about preserving values, not just wealth, led him to establish LifePrint Planning.
When he’s not working with clients, you’ll find Brian cheering on his kids from the sidelines, or hiking and playing soccer and tennis. For Brian, family is everything, and this commitment shines through in his work.