Brian is a co-founder of Beyond Investing Private Wealth Management Group of Wells Fargo Advisors. For more than 20 years, he has helped a select group of high-net-worth individuals and families navigate multiple market cycles while addressing their evolving financial needs. Taking a multigenerational approach to wealth management, Brian works to help align short-term priorities, long-term goals, and legacy planning strategies.

As a Private Wealth Financial Advisor and Managing Director – Investment Officer, Brian draws on extensive experience working with wealth creators and complex family financial situations. He collaborates closely with clients’ attorneys, accountants, and other professional advisors to help ensure investment strategies are integrated with their broader wealth management plans. Brian is also among a select group of advisors authorized to manage client portfolios through the Private Investment Management (PIM^®) program.

Committed to ongoing professional development, Brian earned the Certified Portfolio Manager (CPM^®) designation through Columbia University in collaboration with the Academy of Certified Portfolio Managers. He also holds the Chartered Retirement Planning Counselor™ certification, enhancing his ability to guide clients in retirement income, Social Security, and Medicare planning.

Drew has been serving clients in the financial services industry since 1985 and is a co-founder of Beyond Investing Private Wealth Management Group of Wells Fargo Advisors. As a Managing Director – Investment Officer, he focuses on investment planning, wealth management, retirement income strategies, and legacy planning for business owners, corporate executives, and high-net-worth families.

A Senior Portfolio Manager through the Private Investment Management (PIM^®) program, Drew plays an active role on the team's investment committee, helping develop and oversee the investment processes and strategies used across client portfolios. His disciplined and relationship-driven approach helps clients navigate important financial decisions with confidence.

Drew earned the Certified Portfolio Manager (CPM^®) designation through Columbia University in collaboration with the Academy of Certified Portfolio Managers. He graduated from Lehigh University with a Bachelor of Science in Chemical Engineering.


^{The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

Kirk works with individuals, families, and business owners to develop personalized financial and investment strategies aligned with their goals, priorities, and risk tolerance. Whether clients are preparing for retirement, saving for future education expenses, or focused on preserving and growing wealth, he provides thoughtful guidance tailored to their unique circumstances.

Known for simplifying complex financial concepts, Kirk is committed to helping clients make informed decisions and feel confident about their financial future. He values building lasting relationships and takes pride in delivering advice that is both practical and goal focused.

Kirk holds the prestigious Certified Financial Planner^® certification, reflecting his commitment to comprehensive wealth planning and professional excellence.

Erik is a Private Wealth Registered Client Associate dedicated to delivering an exceptional client experience through responsive service, proactive communication, and innovative technology solutions. He works closely with clients to help simplify their financial lives by addressing both their day-to-day service needs and long-term investment planning objectives.

His commitment to building strong relationships and creating efficient processes allows clients to stay informed, organized, and confident in their financial decisions. Erik values accessibility, attention to detail, and a client-first approach in every interaction.

Dean is a Private Wealth Senior Registered Client Associate committed to delivering thoughtful, personalized service to every client he serves. He believes that strong relationships are built through trust, communication, and consistent attention to each client's unique needs and goals.

With a customer-first mindset, Dean strives to make every interaction welcoming, professional, and meaningful. His focus on creating a positive client experience helps ensure individuals and families feel supported throughout the investment planning process.

Sharon Solis Swenson is a Private Wealth Client Associate at Wells Fargo Advisors with more than 16 years of experience in the financial services industry. She is passionate about creating a seamless client experience and supporting a collaborative, high-performing team environment.

Drawing on her background in banking operations, client service, and sales, Sharon helps ensure daily operations run efficiently while maintaining a strong focus on client relationships. She believes exceptional service begins with teamwork and takes pride in helping clients feel valued, supported, and well cared for.