Core Purpose Wealth Management at Morgan Stanley

Kyle Chudom
Managing Director, Wealth Management
Investing with Impact Director
Senior Portfolio Management Director


Throughout my career, I have maintained a steadfast commitment to innovative ideas, products and financial solutions on behalf of a select group of individuals, families and businesses. I define success as witnessing clients enjoy the things in life that bring them joy, meaning and purpose.

As the founding member of Core Purpose Wealth Management, I support the team with leadership, mentorship and vision. Early in my career, I understood the benefits of a team approach and pioneered one of the first financial advisor teams at Morgan Stanley. I am proud of the 19 individuals who comprise our team. We leverage our diverse talents and help our clients successfully navigate the complexity of each individual and unique financial scenario.

As the visionary of the team, I am passionate about leading our conscious/impact investing efforts as well as our Investment Policy Committee. One of our most important responsibilities is developing investment strategies for our clients that are suitable for their distinct and specific needs. We support a strategic and broadly diversified investment approach, as well as ongoing disciplined management of our client’s portfolios.

I believe every dollar invested has the potential to cause a positive impact. As an Investing with Impact Director, I focus on the client’s personal values and build investment strategies with the goal of contributing to their ideal vision of the world. I was an early adapter of incorporating Exchange Traded Funds (ETFs) into portfolios. This catalyst lead me to the concept, and ultimately, the creation of an ETF that invests solely in conscious companies.

My career at Morgan Stanley began in 1984 after graduating from Alma College in Michigan. I subsequently completed advanced studies at the Wharton School of the University of Pennsylvania. I am a long-standing member of Morgan Stanley’s Chairman’s Club, which recognizes the firm’s leading financial advisors. Our team focuses on excellence and innovation. We are honored that several publications including Forbes, Barron’s, Chicago Magazine and Research Magazine have recognized us as leaders in the financial services industry.

My interests outside of work include spending time with family, hiking/exploring with Karma (my loyal Golden Retriever), practicing yoga, playing tennis and enjoying almost any activity that includes water.

2022 Forbes America’s Top Wealth Management Teams
Source: Forbes.com (Awarded Nov 2022) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22.

2021-​2022 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2021-2022). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

2014-2022 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)
Source: Barrons.com (Awarded 2014-2022). Data compiled by Barron's based on 12-month period concluding in Sept of the year prior to the issuance of the award.

2013-2014 Financial Times 400 Top Financial Advisors
Source: ft.com. Data compiled by the Financial Times based the following time periods:
Awarded 2014; data 9/30/12 - 9/30/13
Awarded 2013; data as of 12/31/12

Eric Hayes
Executive Director, Wealth Management
Financial Advisor
Senior Portfolio Management Director
Family Wealth Advisor
Workplace Advisor - Equity Compensation

As an Executive Director with Core Purpose Wealth Management at Morgan Stanley, I focus on helping individuals, families, and business leaders clarify what matters most, create a comprehensive plan, and help make informed decisions through changing markets and life transitions.
For more than two decades, my work has centered on building long-term client relationships and striving to deliver a highly personalized wealth management experience - aligning investment strategy, planning, and day-to-day financial decisions with each client’s goals and values.

EXPERIENCE AND RECOGNITION
I have earned advanced credentials and designations and have received national and regional recognition within the wealth management industry. I am also a member of Morgan Stanley’s Masters Club, which recognizes a select group of top-performing financial advisors.

I’ve been named to the Forbes | SHOOK Best-In-State Wealth Advisors list in 2021, 2022, 2023, and 2025, and I am honored to be recognized again in 2026.

Our team has been an early adopter of Exchange Traded Funds (ETFs) in portfolio construction. Core Purpose Wealth Management (formerly Chudom Hayes Wealth Management Group) has received national recognition by multiple publications.

ROLE ON THE TEAM
Within Core Purpose Wealth Management, I focus on developing and strengthening client relationships, contributing to investment policy decisions, and helping lead our 19-member team. As a Senior Portfolio Management Director and member of the Core Purpose Wealth Management Investment Policy Committee, I collaborate on the design and ongoing review of the investment models we employ with the goal of aligning portfolios with each client’s objectives.

VALUES-BASED PLANNING AND INVESTING
Conscious Investing and Impact Investing are important areas of interest for me. I enjoy working with clients who want their capital to reflect their priorities - building strategies that connect wealth to purpose in a thoughtful, disciplined way.

CREDENTIALS AND ADVANCED TRAINING
In 2017, I completed an accredited program focused on helping families communicate about money and values, share goals, and build multi-generational strategies - earning the Family Wealth Advisor designation. In 2019, I added the Workplace Advisor – Equity Compensation credential, reflecting my focus on helping executives and professionals integrate equity compensation and benefits into a broader goals-based plan.

BACKGROUND
Raised in the Chicago suburbs, I became interested in the financial markets as a teenager after reading annual reports from the telephone companies where my father worked. I entered the financial services industry in 1996 after earning a Bachelor of Science degree, and I joined Morgan Stanley in 2000.

OUTSIDE THE OFFICE
My wife, Jennifer, our daughter, Emma, and I enjoy spending time outdoors—camping and traveling to wilderness destinations whenever we can. Jennifer is a teacher and musician, and Emma is an accomplished equestrian. I have been flying since earning my pilot’s license as a teenager and am working on building an airplane. I also served for many years on the board of the Illinois Aviation Museum at Bolingbrook.

2021-2024 & 2026 Forbes America’s Best-In-State Wealth Advisors
Source: Forbes.com These rankings was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) based on a 12-month period concluding in June of the year prior to the issuance of the award. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors paid a fee to SHOOK Research LLC for placement on its rankings. This ranking is based on in-person, virtual and telephone due diligence meetings to evaluate each Financial Advisor qualitatively, a major component of a ranking algorithm that includes client impact, industry experience, client retention, credentials, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Morgan Stanley Smith Barney LLC is not affiliated with SHOOK Research LLC, or Forbes. For more information, see www.SHOOKresearch.com.
© 2026 Morgan Stanley Smith Barney LLC. Member SIPC.

Ryan M. DeProsperis, CRPS^®, CEPA^®, QPFC^®
Senior Vice President, Wealth Management
Senior Portfolio Management Director
Financial Planning Specialist
Workplace Advisor – Equity Compensation
Financial Advisor

Ryan DeProsperis is a Financial Advisor with Core Purpose Wealth Management, where he focuses on helping professionals nearing retirement, corporate executives, and high-net-worth families make clear, confident decisions about their wealth.

Ryan and the Core Purpose team provide goals-based financial planning with a strong emphasis on tax-efficient investing, ETF-driven portfolios, retirement income strategies, and disciplined risk management. He believes a written financial plan is the foundation for every major decision-helping clients prioritize goals, understand trade-offs, prepare for market volatility, and align their investments, savings, and tax strategy with the life they want to live both before and after retirement. Ryan regularly advises clients on 401(k) rollovers, Roth conversion strategies, and the design and implementation of business retirement plans for closely held firms and medical practices.

Drawing on his background in wealth management and his team’s decades of combined experience, Ryan works to simplify complex topics into plain language and build actionable plans that can be followed and adjusted over time. His approach centers on three pillars: trust, disciplined process, and client-first service.

Ryan is also actively involved in his community, serving on the Board of Education for Western Springs School District 101 and on the Village of Western Springs Planning Commission, where he contributes to long-term planning and thoughtful development within the community.

Outside of work and civic service, Ryan values time with his wife and family, including his two young boys, Benjamin, and Joshua.

Mary McGovern, CFP^®, QPFC^®
Vice President, Wealth Management
Financial Advisor
Financial Planning Specialist

I help people achieve their dreams. As a Certified Financial Planner^® (CFP^®) and Financial Advisor, I look at the big picture of your financial situation and work with you to build a pathway to achieve your goals. Through our holistic approach, we implement smart, thoughtful solutions that meet your unique objectives.

As a Financial Planning Specialist and one of three CFP^®s with Core Purpose Wealth Management, I oversee our team’s financial planning efforts to ensure that every client has a strong, comprehensive plan that considers the entirety of their life. You can expect me to take a collaborative, transparent, and holistic approach to every issue we tackle. I will help you strike a balance between risk and reward, between short-term requirements and long-term needs, between family obligations, business needs, and personal goals and dreams.

I enjoy applying my knowledge and experience as an equity analyst in assisting the team research and select investments for our client’s portfolios. Helping you achieve your financial dreams is a second career for me. After graduating from Eastern Illinois University with a BS degree in business administration, I joined Northern Trust Company where I spent most of my tenure in the Investment Research Department. In 1997, I earned an MBA from DePaul University’s Charles H. Kellstadt Graduate School of Business and was promoted to the position of senior equity research analyst. In this role, I was responsible for rendering investment opinions to outside clients and a network of over 150 portfolio managers on companies in the telecommunications services, chemical and heavy machinery industries.

After nearly a decade at Northern Trust, I left the workforce to raise four children. Fast-forward another decade to 2012, when I re-entered the workforce as a Wealth Advisor Associate with Morgan Stanley. In 2013, I passed the CFP^® exam and joined the team. As a working mother, I understand the push-pull balance of life and the decisions that many women have to navigate. Achieving financial equilibrium, particularly as you accumulate wealth and responsibilities takes significant time and energy. I am committed to ensuring that all of our clients feel confident and comfortable with their decisions around finances and investments.

I am a Chicago native and have lived here my whole life. Outside of work, I love spending time with family and friends and, when time permits, I will curl up with a good book.

Patrick M. Curtin, CFP^®
Senior Vice President
Portfolio Management Director
Wealth Advisor

As a Certified Financial Planner (CFP^®) and Wealth Advisor at Morgan Stanley with over 25 years of experience, I focus on providing strategic financial guidance tailored to each client’s unique needs. My experience encompasses portfolio construction, family wealth management, security selection, retirement and college planning, and intergenerational wealth transfer. I am committed to crafting customized investment strategies that align with my clients’ goals.

My proficiency spans a wide range of financial instruments including common stock, American Depository Receipts (ADRs), and exchange-traded funds. I am well versed in fixed income instruments, including corporate bonds, commercial paper, municipal bonds, U.S. Treasury securities, and government agency securities. Additionally, I have a strong background in derivatives, including equity options, foreign currency and index options, and managed futures.

Leveraging Morgan Stanley’s extensive financial planning resources and the expertise of our network of analysts, strategists, economists, and specialists, I am dedicated to delivering comprehensive solutions for my clients. I have successfully managed the financial assets of corporate executives, profit-sharing plans, pension plans, trusts, and corporations, and provide financial advice to current and former employees of Morgan Stanley and other major financial institutions.

Outside of my professional life, I enjoy spending time with my family, reading, running, cycling, traveling, and listening to podcasts.

Sean Graft, CFP^®, QPFC
Vice President
Workplace Advisor - Equity Compensation
Financial Planning Specialist
Financial Advisor

As a Certified Financial Planner^® and Financial Advisor with the Core Purpose Wealth Management, my goal is to build strong relationships with our clients and make a positive impact in their lives.

I am passionate about educating our clients about the importance of personal finance. My responsibilities within the team include preparing financial plans for new and current clients, conducting account reviews, assisting with the banking, lending, and insurance capabilities of the team, enhancing existing relationships and establishing relationships with new clients.

In 2019, I earned my Certified Financial Planner^® (CFP^®) designation, which significantly increased my ability to address the wide range of planning considerations, including retirement planning, estate planning, employee benefits, tax planning, investment management and insurance.

I also completed advanced training to earn the designation of Workplace Advisor - Equity Compensation. This specialized credential allows me to help our executive clients navigate through the complexity of compensation incentives and integrate them into a comprehensive wealth management plan.

I graduated with a Bachelor of Science degree in finance and accounting with a minor in economics from Indiana University’s Kelley School of Business in 2010. During the following five years, I worked as a senior data analyst with a large property management firm in the Indianapolis area. In 2016, I was invited to join Kyle Chudom and the team.

Outside of work, I enjoy spending time with my wife, Brittany, and keeping up with our three little ones – Byron, Sasha, and Otto. We enjoy hiking and traveling. I enjoy playing tennis - when I can squeeze it in. Our family lives in Downers Grove, Illinois and can be found frequenting some of the local spots including the weekly Farmers Market!

Julia Schulz, CFP^®, QPFC
Financial Advisor
Financial Planning Specialist
Workplace Advisor - Equity Compensation

Finding the time to focus on your goals, especially the long-term ones, can be difficult. As a Certified Financial Planner (CFP^®) professional and Financial Advisor with Core Purpose Wealth Management at Morgan Stanley, I work closely with you, not only to focus, but to realize your goals and dreams with a solid financial plan that considers the entirety of your life.

As a working mom and sandwich generation caregiver, I know that long-term and strategic financial thinking is often sidelined by the sheer volume of life’s immediate needs. My goal is to unravel the complexities of your financial circumstances, develop strategies to simplify the process and free up your time so you can pursue your business goals, embark on your adventures and follow your passions.

I grew up on a farm at the “Cross Roads of America” in Effingham, Illinois, and graduated from Illinois State University with a degree in financial accounting. After earning a CPA, I began my career as an accountant and eventually moved into commercial real estate. In the midst of my career, I went back to school and earned an MBA with a focus in finance and real estate from the Kellogg School of Business at Northwestern University.

After marrying my husband Jason, I became a mother in 2004 and proceeded to have five children in 5.5 years. When Jason opened his own commercial real estate company soon after our last children were born, I quickly learned the importance of cash-flow, the art of balance, and how not to waste time.

In 2017, I re-entered the workforce and joined the Core Purpose Wealth Management Group as a Financial Advisor. I earned my CFP^® designation in 2020, which enhanced my ability to address the wide range of planning considerations, including retirement planning, estate planning, employee benefits, tax planning, investment management and insurance. Every time I create a financial plan, I know I am making a significant difference in someone’s life. Whenever possible, I make time to connect with other professionals through the National Aging in Place Council.

Outside of work, Jason and I travel to our daughter’s Universities for every parent weekend, help our mothers’ daily, and attend sporting events for high schoolers. We love being with our family and creating memories.

Christopher Curtin
Financial Advisor

I began my career at Morgan Stanley in 2019 as a Financial Advisor, driven by a passion to assist others in navigating the complexities of financial planning. My role involves guiding clients through the intricacies of retirement, education, estate planning, and other long-term financial goals, which I find extremely rewarding.

My interest in finance and economics was sparked at an incredibly early age by my father, a financial advisor, who introduced me to the financial services field and has mentored me throughout my life. I graduated from the University of Illinois in Champaign-Urbana in 2020, and since joining Morgan Stanley, I have successfully passed the Securities Industry Essentials (SIE) exam and obtained my Series 7 and Series 66 licenses.

My approach to financial planning is goals-based; I believe that having clear objectives is crucial for effective investment strategies. This method allows me to tailor my advice to meet client’s specific needs and adjust plans as necessary to help ensure their most important goals are achieved. Building strong, personal relationships with my clients is important. I strive to understand their life stories and aspirations, which strengthens our professional relationship and enhances the guidance I provide.

Outside of work, I am an avid follower of the Chicago sports scene and enjoy the city’s vibrant music culture. I reside in Chicago’s West Town neighborhood, where I often spend my free time watching games at the United Center or attending concerts at the Salt Shed.

Oswaldo Alanis, CFP^®, QPFC^®
Financial Planning Specialist
Financial Advisor

I empower clients by giving them tools to build a strategic vision for their financial future. As a Certified Financial Planner and Qualified Plan Financial Consultant, I simplify complex financial concepts to help people match their money goals with what's most important to them. Understanding how money works can change lives, and I help my clients rethink how they use their wealth.

My journey into financial services began in 2017 when I joined the team as an intern. I quickly learned that everyone has a unique money story that shapes their financial attitude and behavior. This sparked my passion for sharing knowledge and becoming a thinking partner during life's most pivotal moments. I am fluent in Spanish, embrace my heritage, and understand what it’s like to thrive in a new culture, where English may not be your first language. I am proud to assist a diverse clientele, celebrate their milestones, and witness the positive impact of strategic financial planning.

I believe the human connection matters most in financial guidance. While the numbers are essential, my focus is connecting with clients, understanding their needs, and helping them achieve their unique goals by using money as a tool. Seeing clients attain their retirement dreams, secure their children's education, or contribute to causes that feed their passion is how I measure my success.

Outside of the office, I find joy in the art of cooking and the sense of adventure from exploring new restaurants. I feel fulfilled by creating memories with family and friends, and nurturing my love of salsa dancing, soccer, and kickboxing. These passions are a reminder of the importance of balance and connection in every part of my life.

My goal is to positively impact the lives of my clients and meet them wherever they are in their financial journey. I aim for every client to be informed and excited about their financial future.

Rosemary Iadarola
First Vice President
Director of Business Strategy


As Director of Business Strategy, Rosemary focuses on the operations of Core Purpose Wealth Management. She works closely with the team to identify the needs of our business and the clients we serve.

Rosemary leverages her extensive experience in various Morgan Stanley management positions where she was responsible for Operations Management, Team Building, Internal Controls, Corporate Real Estate, Human Resources, Conflict Resolution and Securities Regulation to add value to our business.

A graduate of Northern Illinois University, Rosemary earned her degree in Journalism/Advertising and has worked in the financial services industry for more than 30 years. In her free time, she enjoys spending time with family as well as reading and travel.

Series 7, 9, 10, 31, 63, 66 Licensed

Anthony Even
Assistant Vice President
Group Director

As Group Director, Anthony oversees the operational engine of Core Purpose Wealth Management, working closely with team members to design efficiencies that strengthen performance and elevate the client experience. He leads the coordination and execution of the team’s service, workflow, and process strategy, ensuring clients receive seamless, high-quality support at every stage. Anthony is driven by building scalable systems and continuously refining how the team delivers value.

Outside the office, Anthony loves planning new adventures with his wife, Kelly, and their daughters, Arlowe and Spencer. He is an avid hunter and fisherman and is already plotting how to pass those passions on to his girls.

Anthony holds a Business Management degree from Concordia University and has been part of Morgan Stanley since 2013.

Series 7, 66 Licensed

Moosa Rizvi, CFP^®, ChFC^®, CRPC^®, CRPS^®, QPFC*
Assistant Vice President
Financial Planning Analyst
Financial Planning Specialist


As a Financial Planning Analyst, Moosa focuses on financial planning for Core Purpose Wealth Management. He actively partners with our Financial Advisors to create comprehensive financial plans for new and existing clients.

His journey to the financial services industry began more than a decade ago while he was attending Roosevelt University in Chicago. At that time, he held a position as a Private Banker and simultaneously completed his studies. That experience sparked his passion for developing relationships with clients and guiding them through their financial lives, and ultimately, led him to Morgan Stanley.

In his free time, Moosa enjoys traveling with his wife, Wafa, and spending time with his nieces and nephew. He also loves trying new restaurants and watching basketball, as he is a lifelong Chicago Bulls fan. In addition to English, Moosa is fluent in Urdu and Hindi and happy to assist clients with any language needs.

Moosa graduated from Roosevelt University in 2013 earning a Bachelor of Science degree in Business Administration and joined the team in 2017.


Series 7, 63, & 65 Licensed
*This role cannot solicit or provide investment advice.

Lin Mata
Assistant Vice President
Business Development Associate

Lin serves as a Business Development Associate for Core Purpose Wealth Management. Her responsibilities include assisting clients with opening accounts, facilitating transfers of cash and securities, providing guidance on Morgan Stanley’s menu of digital tools, and managing projects to further enhance the client experience. Lin’s strong attention to detail contributes to identifying and implementing new procedures to increase overall productivity.

Her years of experience dedicated to the financial services industry have fostered numerous lasting relationships with both clients and colleagues. Lin’s history of working with individuals and families has provided her with a broad understanding of the needs our clients face today.

Lin’s passions include her love of food, jigsaw puzzles, traveling and meeting new people. While most of her family live in Chicago’s Western suburbs, she has a daughter who resides in Boston.

Lin joined Morgan Stanley in 2014.

Series 7, 66 licensed

Antoni Wolan Jr.
Assistant Vice President
Portfolio Management Associate

As a Portfolio Management Associate, Antoni (“Toni”) serves as the lead trader for Core Purpose Wealth Management. With hands-on experience on the institutional trading side and as a market research analyst, he focuses on trade execution across multiple asset classes and assisting the team with its analytical and research needs.

Toni graduated from the University of Wisconsin-Whitewater, Magna Cum Laude with a degree in Finance and has been with Morgan Stanley since 2015. He enjoys outdoor activities with his wife Marzena and children Niko and Adela as well as travel, photography, and billiards. In addition to English, Toni is fluent in Polish and happy to assist clients with any language needs.

Series 7, 66 Licensed

Laura Berglund
Wealth Management Associate

Laura began her career on the floor of the Chicago Board of Options Exchange and subsequently worked at Bacon Whipple/Stifel Nicolaus, Mesirow and Bear Stearns in various trading roles.
After more than 15 years in the financial services industry, she retired from her position as an Institutional Sales Trader at Bear Stearns to raise her children. Several years later, Laura re-entered the workforce and joined the team.

As a Wealth Management Associate, Laura enjoys applying her knowledge and experience of nearly 20 years to her role, where she focuses on superior client service. In addition to acting as the editor of our team’s video productions, Laura is responsible for facilitating IRA rollovers, opening new accounts, cash flow needs, digital onboarding, estate processing, and meeting preparation.

A native of Chicago, Laura enjoys spending time in the city whenever possible. She loves visiting family and friends, dinner parties, concerts, festivals, hiking, traveling, and just about any activity on the water.

Series 7, 63, & 66 Licensed

Ali Schmitt, QPFC*
Registered Client Relationship Analyst

Ali began her career as a Portfolio Analyst in Indianapolis where she developed a passion for building holistic financial plans and helping families navigate life’s milestones. She quickly discovered her love of connecting with people and offering superior service. Ali joined Core Purpose Wealth Management in June of 2024 as a Registered Client Service Associate and will continue to utilize her customer service skills focusing on our client’s operational needs.

Ali earned her dual Bachelor of Science degrees in Finance and Technology Management from Kelley School of Business at Indiana University in 2020. She recently relocated to Chicago and resides in Old Town. Outside of work, Ali loves exploring new Chicago restaurants, going to country concerts, and wake surfing on Indiana's Patoka Lake with her family.

Series 7, 66 Licensed
*This role cannot solicit or provide investment advice.

Brandon Sewers
Registered Client Relationship Analyst

Brandon began his career as a Financial Professional in the Chicagoland area, where he discovered his passion for developing comprehensive financial plans and guiding individuals in their retirement journeys. He quickly found joy in connecting with people and providing exceptional service. In September 2024, he joined the team as a Registered Client Service Associate, focusing on fulfilling clients' operational needs while utilizing his customer service talents.

Brandon earned his Bachelor of Arts in Economics from the University of Illinois at Urbana-Champaign. Outside of work, he enjoys golfing, going to sporting events, and spending quality time with his family.

Series 7, 66 Licensed

Garneth Ramos
Registered Client Relationship Analyst

Garneth’s journey in the wealth management industry reflects a deep commitment to client service and operational excellence. After beginning his career in 2004, he quickly honed his skills in operations which sparked his interest in becoming a Registered Client Service Associate. Garneth successfully obtained his licenses furthering his knowledge and expertise. As a Registered Client Service Associate for Core Purpose Wealth Management, Garneth focuses on providing superior customer service and solving complex operational issues.

In his free time Garneth enjoys cooking, gardening, participating in fun runs and spending quality time with his wife, Margarett, and his three sons - Nicholas, Jerwyn and Matthew. Most weekends, you will find him on a soccer field cheering for Matthew – who is a huge fan of Christiano Ronaldo! Fluent in both English and Tagalog, Garneth is committed to assisting clients with any language needs.



Series 7, 66, Illinois Insurance Licensed

Brian Hughes
Registered Client Relationship Analyst

Brian began his career as a Financial Professional in the South Bend, Indiana area, where he developed a strong interest in helping families navigate financial planning and deepened his knowledge of investment research. Known for building genuine connections and delivering exceptional service, Brian brings a client-first mindset to every interaction.

In April 2026, Brian joined the team as a Registered Client Relationship Analyst. In this role, he focuses on supporting clients’ operational needs and ensuring a smooth, responsive service experience - leveraging his strengths in customer service, follow-through, and attention to detail.

Brian earned a Bachelor of Science in Integrated Business and Engineering from Valparaiso University. Outside of work, he enjoys spending time with his family, playing guitar, and cheering on the Chicago Blackhawks.

Series 7 and 66 licensed.