Brian is a senior financial advisor with Evensky & Katz/ Foldes Wealth Management where he works with individuals, families, and institutions to meet their financial goals. He is a member of the firm’s investment committee. Brian graduated with a Bachelor of Science in finance from the University of Illinois at Urbana-Champaign and a Master of Science in personal financial planning from Texas Tech University.
Prior to joining Evensky & Katz/ Foldes, Brian worked on the trading floor as a commodity options trader in both Chicago and New York. He is co-author of Practicing Financial Planning for Professionals and CFP® Aspirants, 12th ed., and an associate of The Art of Practicing and the Art of Communication in Financial Planning. He is a Chartered Financial Analyst (CFA) and a Certified Financial Planner (CFP®).
Brian grew up in the northwest suburbs of Chicago and is an avid Chicago sports fan.