, Senior Wealth Advisor
2615 St. John’s Ave. Suite A
Billings, MT 59102
As a Senior Wealth Advisor, Brian brings over 23 years of financial industry experience to help manage the Billings, MT Dakota Wealth Management office. He is responsible for portfolio management, research, interfacing with clients and all other aspects of wealth management. Working closely with clients to custom tailor their portfolios to fit their unique goals and risk tolerance is his passion. Researching different facets of behavioral finance over the years has helped broaden his knowledge and, in turn, strengthen his client relationships. In a business that revolves around numbers, it is important to not lose sight that this business is more about people than numbers. Working in a fee only, fiduciary business environment since day one of his career has been an important function of always putting clients’ interests first.
Before joining Dakota, Brian was a partner in Loveless Wealth Management where his responsibilities included trading, portfolio management and business development. He became a partner in Loveless Wealth Management in 2021.
Prior to Loveless Wealth Management, Brian worked at Libbie Agran Financial Services in Santa Monica, CA for 10 years. His responsibilities there included financial data management, meeting preparation, research and he was also Chairman of the Safety Committee.
In 2021, Brian earned his Wealth Management Certified Professional (WMCP®) designation. This credential has helped him strengthen his knowledge of many of the broad strokes, and intricate details this industry revolves around.
Brian and his wife live in Billings, MT. Having grown up in New Jersey, and lived in Los Angeles for 18 years, he enjoys all things ocean related, travel, skateboarding, gardening, reading, and playing with his two pups.