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Brian plays a significant role in setting the overall direction at Trust Point. As our Chief Fiduciary Officer on the executive management team, he oversees the mitigation of fiduciary risk to ensure the firm’s services algin with legal and ethical obligations to foster strong client relationships. He has spent much of his career with Trust Point leading departments that work directly with wealthy individuals and families. In addition, Brian oversees the Family Office division. Brian is a trusted resource and advocate as his experience has given him vast insight into a variety of wealth-related issues.