Advisor Profile

Brian is a Senior Director of Wealth Management at Choreo and a seasoned advisor helping ultra-high-net-worth and high-net-worth individuals, business owners, and multi-generational families build and preserve long-term wealth. His approach is rooted in a deep commitment to collaboration and helping clients make confident and informed decisions. 

Prior to joining Choreo, Brian spent his career with Resource Financial Group, Ltd., an independent advisor firm based in Wilmette, Illinois. During his tenure, Brian advanced from portfolio analyst to portfolio manager, to wealth manager, and most recently a partner and co-owner of the firm. 

Brian is known for combining technical expertise with a practical, client-focused approach, delivering guidance that evolves alongside each client’s goals and priorities. His focus is to be a steady, trusted, partner, helping clients navigate today’s decisions while staying aligned with their long-term financial objectives.

Outside of the office, Brian enjoys golf, live music, traveling, and spending time with his wife, Toula, and their two daughters.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP® - College for Financial Planning (Certification Professional Education Program)

• CIMA® - Certified Investment Management Analyst – Investments & Wealth Institute

• Series 65 - FINRA

EDUCATION

• MBA, Finance, Loyola University, Chicago

• BBA, Finance, Loyola University, Chicago