Director of Financial Planning
As a Director of Financial Planning, Brian manages our valuable client relationships through the development and implementation of personalized financial plans to meet their unique needs. He also plays an integral role in structuring the firm's financial planning best practices. Brian holds a BA in Finance from the University of Illinois at Urbana-Champaign, a CERTIFIED FINANCIAL PLANNER™ designation from Northwestern University and a Chartered Retirement Planning CounselorSM designation from the College for Financial Planning. Prior to joining TMG in 2008, Brian worked with the University of Illinois Foundation, the independent fundraising and asset management division of the University of Illinois.