Brian joined Evolution Financial Advisors in 2025, but had already been working closely with our leadership team and advisors since 2016. Previously, he was a Vice President of Advisor Engagement with Osaic, an independent broker dealer with more than 11,000 financial professionals, and enjoyed a 25-year career delivering solutions to independent financial professionals. Today, Brian’s role is to help the financial professionals of Evolution Financial Advisors to meet and exceed their goals and to operate a more efficient and enjoyable practice.
Brian lives in Omaha, Nebraska with his wife, Rachel, and daughter, Charlie. He enjoys time with his family, the outdoors, golf, travel, and social activities. He volunteers with the Paralyzed Veterans of America Great Plains chapter and is an avid fan of movies and music.
We’re here to answer your questions about transitioning in general or Evolution specifically.
