Tax Planning Strategist, Family Office Services
BBA in Accounting and Finance, University of Wisconsin-Whitewater
MS in Taxation, University of Wisconsin-Milwaukee
- Wisconsin Institute of Certified Public Accountants (WICPA), Member
- Jacobus Wealth Management, Inc., Senior Vice President - Taxation
- Grant Thornton, LLP., Tax Associate
Brian joined RMB Capital in 2017 when Jacobus Wealth Management (JWM) combined with RMB. At JWM, Brian was the senior vice president – taxation, and earlier, he was a tax associate at Grant Thornton, LLP.
At RMB, Brian is responsible for directing tax and financial planning services to family office clients. Those responsibilities primarily include tax compliance support, retirement planning, tax research, estate plan administration, fiduciary advisory, and more.
Brian received his BBA in Accounting and Finance from the University of Wisconsin-Whitewater and his MS in Taxation from the University of Wisconsin-Milwaukee. He earned the CERTIFIED FINANCIAL PLANNER™ certification, and is also a Certified Public Accountant and a member of the Wisconsin Institute of Certified Public Accountants (WICPA).