Because he is so passionate about the mission of The BAM ALLIANCE, Brian is eager to spread the message. He enjoys the opportunity to speak with like-minded advisors who truly want to make a positive impact on their clients’ lives.
As a Relationship Director, Brian’s primary role is to source new firms for inclusion in The BAM ALLIANCE. He is responsible for conducting a formal due diligence process aimed at making sure such partnerships are mutually beneficial. Brian is also a member of the onboarding team that works with new firms, getting them acclimated to the tools, services and resources available to BAM ALLIANCE member firms.
Before joining BAM Advisor Services in 2008, Brian spent eight years at Morningstar Investment Services in Chicago, where he was a member of the internal sales and service team helping to distribute mutual fund wrap solutions through financial advisors.
Brian earned his bachelor’s degree in business administration with an emphasis in finance from the University of Missouri-Saint Louis in 2000. He also holds a Series 65 securities license.
He serves on the board of Our M.O.M Inc., a nonprofit organization that helps fund melanoma cancer research. Brian is from St. Louis and has a 3-year-old daughter, Lyla.