Brian joined Wamhoff Financial Planning in October 2015. He is very involved with Kyle Jones in the portfolio management team, and provides support in fund selection and investment philosophy. Brian also handles a majority of the trading activity, and processes distributions for clients.
Brian holds a Bachelor of Science in Business Administration with an emphasis in Finance from the University of Missouri – St. Louis. He is an investment advisor representative with Calton & Associates. Brian is very passionate about security analysis and fund selection, and is always striving to learn.
Outside of the office, Brian enjoys spending time with family and friends. He loves the opportunity to travel to new places. He is also an avid sports fan, and is still sour about the Rams moving to LA.
Brian resides in Saint Peters with his wife Kristin, and their dog, Jax.