- Senior Managers
- Practice Areas:
- Private Client, Tax Services
A proactive CPA with a knack for listening, Brian believes that nothing is more important in his relationships with his clients than communication; Brian's clients can trust him to stay up to speed on their financial situations through a steady flow of communication. With current and accurate information, Brian crafts strategies to help his clients minimize their overall tax liabilities.
Brian joined the M&S tax team in 2016 after serving as a manager in the Private Client Group of a Big Four CPA firm and managing the tax and estate compliance and planning for a local Family Office. With over 10 years of experience, he specializes in simplifying the tax process for high net worth individuals, private business owners, families, and their related entities.
When he's not in the office, Brian might be out trying a new restaurant with his wife, playing Star Wars with his son, or playing the role of prince to his daughter's princess. Brian also spends his spare time running, watching movies, and cheering on the Cubs and Bears with his brother.
M&S understands that the firm is only as good as the people working for it. The unique skill sets of each person at M&S complement each other and provide an environment that enables us to give clients the best possible service and expertise.
There is no better feeling than finding solutions for the people that have put their trust in you. Taxes can feel like a complicated and personal process; however, it does offer the opportunity to really get to know people and build trust. I take great pride in being able to solve my client's tax issues and making the process as seamless as possible.
Movie trivia. I know way more about movies than I probably should.
- Bachelor of Science in Accountancy - University of Illinois at Urbana Champaign
- Post-Baccalaureate Certificate of Accountancy - University of Illinois at urbana Champaign