Expertise

Personal trust administration, specializing in all areas of trust sales with a focus on growth, risk management and profitability.

Experience

Brian joined Midwest Trust in 2025 with over 25 years of experience in wealth management. He has led teams of fiduciary professionals, providing strong leadership and driving revenue growth. Brian focuses on proper fiduciary practices, adhering to trust principals, risk management practices and governing laws and legal documents to ensure clients, partners and beneficiaries receive proper care and consideration. His areas of expertise include third-party fiduciary services, strategic planning and execution, organizational leadership, colleague coaching and development, change management, complex problem solving and vendor selection and management.

Education

BBS, Grand Valley State University

JD, Michigan State University