Describe your perfect day?
Morning workout, followed by an iced coffee, round of golf with friends, followed by a nice steak or sushi dinner.
What do you most like about your job?
Witnessing the relief on client’s faces when they finally have direction and answers to a part of their life that has been giving them stress.
Surprise us, something we don’t know about you?
I know all of the US Presidents in order as well as the state capitals!
How long have you worked in Financial Services?
10+ years
Work with Brian
Bachelor's degree in Economics and Management from the University of Minnesota
CFP® certification
Investment Analysis, Budgeting, Retirement Planning, and Cash Flow Optimization
Previous to Domain Money, Brian was a Vice President at Goldman Sachs in the asset management division. He developed relationships with investment teams at partnering companies and values his experience learning the ins and outs of businesses' strategic frameworks. After Goldman he spent some time as a retirement consultant at Capital Resource Management. Now, as the Head of Investment Strategy at Domain Money, Brian prioritizes a collaborative approach to financial planning, fostering horizontal integration across teams. He has a love for financial education, detailed cash flow analysis, instilling confidence in his clients and embodies our commitment to delivering holistic financial solutions.
Brian is a former Vice President at Goldman Sachs with over a decade of experience in the Financial Services Industry. Brian loves talking about the markets, has a knack for making intricate concepts easy to grasp and thrives on helping people get their finances on the right track.
A native of the Midwest, Brian has a lifelong love/hate relationship with the Minnesota Vikings. He also enjoys golfing, spending time with friends, and is addicted to morning workouts and iced coffee.
These testimonials are from current clients of Domain Money Advisors, LLC (Domain). No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Domain does not have any material conflict of interest with the persons giving these testimonials.
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