Brian joined intellicents in 2024 as a Personal CFO for our Home Office department in the Kansas City area. Brian serves successful business owners and executives to find balance in their lives.  His goal is to uncover the core values that are most fulfilling to you and your family.  Together, Brian will define measurable, clearly defined and integrated goals for your family, work and finances.  Then determine what it will take to commit to and achieve those goals.

As a successful business leader, Brian understands how business can completely consume your every waking moment. He walked in your shoes, as he is retired IBM Distinguished Engineer (a.ka., technical executive).  Brian was fortunate to be on the forefront of object-oriented technology (think prior to C#, C++, Java), and led custom application development teams building solutions in the finance industry.  His two passions are mentoring and finance.

At age 42, Brian retired from IBM as the CTO of the IBM Account and refocused his career back to his passions… mentoring and finance.  He joined True Wealth & Company (who merged with intellicents in 2024) as a financial advisor with the goal of helping business owners achieve their own goals.