Brian is a CERTIFIED FINANCIAL PLANNER™ and for the last 14 years has focused his practice on the needs of individuals, small business owners and high-net-worth individuals. Brian provides personalized advice to families across Chicagoland as well as select families across the country. He is committed to building long-term relationships and meets with his clients both in-person and virtually to ensure that their financial plan remains aligned with their goals and objectives.

Brian founded Forte Financial Planning so he could better serve his clients by providing comprehensive financial planning to his clients. As an independent financial advisor, Brian does not work for a specific company or product, which means he is not tied to any particular financial products, services or tools. This allows him to provide professional and personalized advice based solely on your unique financial situation and goals. His partnership with LPL Financial provides Brian with access to best-in-class tools and resources that allow him to provide confidence in his client’s financial future.