Brian, founder and leader of the Beyond Investing Private Wealth Management Group, 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. 

Drew has been in the financial services industry since 1985.  He focuses on all facets of investment planning and wealth management. Drew works closely with business owners, corporate executives and assisting clients with retirement planning. He is also a member of our team’s investment committee, which oversees and develops investment processes and strategies. In his commitment to our clients, he has earned the Certified Portfolio Manager ® (CPM) professional certification through the Columbia University school of Financial 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.}

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.

Keenan's focus is to educate our clients and enable them to make informed decisions regarding their money. Conversations surrounding money can be difficult and intimidating. My goal is to encourage these conversations so that our clients can navigate and control their finances. The overall feel of my planning sessions are both educational and collaborative so that clients leave our office inspired to live the life they dream of. Fundamentally, he believes all financial advice is highly personal for helping clients realize their best life.

Michele’s journey into the financial industry was inspired by her desire to make a meaningful impact in clients’ lives. Her early exposure to the world of finance as a client herself sparked a passion for helping others navigate their financial journeys.

As a Senior Client Associate, Michele’s primary role is to ensure that every client receives the utmost care and attention. She describes her role as providing “white glove service,” meaning that clients can expect a level of service that goes above and beyond their expectations. It’s about making sure clients have someone they can trust to attend to all their financial needs.

Michele’s personal philosophy is to “throw caution to the wind” when facing decisions and challenges. She firmly believes in trusting herself to find solutions when faced with obstacles, and this attitude has led to numerous successes in her career.

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 financial planning needs.

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.