Brian, founder and leader of the Beyond Investing Private Wealth Management Group of Wells Fargo Advisors, has been helping a select group of high-net-worth clients navigate multiple market cycles for over 20 years. He takes a multi-generational approach to wealth management, serving client families for decades to help ensure short-term, long-term, and legacy needs are addressed, planned for, and adjusted as needed.

As a Private Wealth Financial Advisor and Managing Director - Investments, Brian draws on extensive personal knowledge gained working with wealth creators and is committed to continually evolving his skills to keep pace with the ever-expanding and increasingly complex needs of high-net-worth investors. He coordinates with his clients’ other professional advisors — such as attorneys, accountants, and trust administrators — to help ensure that their investment plan and overall wealth management strategy are cohesive and address the many facets of their financial life. He is among a select group of financial advisors who are entrusted to manage client portfolios with discretionary authority through the Private Investment Management (PIM)¹ program . He earned the Certified Portfolio Manager (CPM^®) designation from Columbia University in with collaboration of the Academy of Certified Portfolio Managers. Brian also holds the Chartered Retirement Planning Counselor certification, which has expanded his ability to provide his clients with enhanced retirement, Social Security, and Medicare planning. 

CA Insurance License# 0K2108 | Resident State PA

Drew has been in the financial services industry since 1985. As a co-founder and Managing Director-Investment Officer at Beyond Investing Private Wealth Management Group he focuses on all facets of investment planning and wealth management. Drew works closely with business owners, corporate executives and assisting clients with ongoing asset management, retirement income and legacy planning strategies. He serves as a Senior Portfolio Manager through the Private Investment Management (PIM) program.  He is also a member of the team’s investment committee, which oversees and develops investment processes and strategies.

In his commitment to clients, he has earned the Certified Portfolio Manager (CPM^®)professional certification through the Columbia University School of Financial Engineering in collaboration with the Academy of Certified Portfolio Managers. Drew graduated from Lehigh University in Bethlehem Pennsylvania with a Bachelor of Science degree in Chemical Engineering, Class of 1984.

Drew and his wife, Becky, have lived in Doylestown, Pennsylvania since 1997. They have three children Erik, George, and Sydni. Drew has spent many years coaching boys’ and girls’ soccer teams at the Buckingham United Soccer Club. He also enjoys spending time outdoors golfing, cycling and skiing.

CA Insurance License# 0K64814 | Resident State PA

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.

As a Financial Advisor, Kirk specializes in working with families and business owners to develop financial and investment strategies that line up with their needs, goals and risk tolerance. Whether you are planning your retirement, saving for your children's or grandchildren's education, or looking to preserve your wealth, he can help. He is dedicated to helping clients meet and exceed their financial needs, and thoroughly enjoys working alongside clients to simplify complex information and make their lives easier. Kirk also holds the industry’s prestigious Certified Financial Planner^® certification.

California Insurance License# 0K64781 | Resident State PA

Erik is driven by his passion for providing an exceptional client experience. He effectively communicates with clients by being proactive and integrating the newest technology.  Erik seeks to help simplify clients' financial lives by seamlessly addressing their day-to-day needs and their long-term investment planning needs.

CA Insurance License# 4351771 | Resident State PA

Dean strives to provide intentional service to each client he interacts with, which he strongly believes is the cornerstone of every successful relationship. The foundation of his customer-first practice is based on his desire to make each client feel both welcomed and individually cared for throughout the investment planning process.

CA Insurance License# 43T0106 | Resident State PA