Enjoys working with multi-generational families and finding the best outcomes for their specific goals.
Joined Lido: 2024
Homebase: Mequon, WI
Professional Focus: He serves a wide variety of families, specializing in asset allocation and high-level estate planning strategies.
Professional Designations: Certified Public Accountant, Chartered Financial Analyst Charterholder
Education: B.S., Accounting, Winona State University; B.S., Business Administration, Winona State University
Previous Work Highlights: Brian started his career working for a multi-family office before transitioning to a single-family office. While there, he led the investment committee and worked with many of the family’s direct investments. Following that role, Brian joined Ernst & Young as a manager in their Private Client practice. He then served at Pegasus Partners—prior to their partnership with Lido in 2024—as principal Wealth Management Advisor and was a voting member of the firm’s Investment Committee
Personal Facts: Brian and his wife Elizabeth have two daughters, and he enjoys golf, sports, and his Harley.
