Brian Tackett

Brian has worked in the financial services industry for more than 20 years, with the last 18 years spent in the ultra-high-net-worth space. He began his career in the operations department, where he learned both the importance of client service and the nuance of individual investments. This was an important foundation in not only understanding the significance of investing, but also the emotional behavior behind being successful in each of our desired goals. He then went on to become an investment analyst, where his primary duties included trading and monitoring a vast range of portfolios, vetting individual funds, and managing overall risk. Brian’s service background, along with his knowledge of investments, made the transition to a wealth advisor only natural.

“I think of myself as a financial coach, utilizing the tools and hard work unique to each relationship, which ultimately leads to the likelihood of success. This means an open and honest dialogue, coupled with a sound game plan.”

Brian is a veteran of the US Army, where he graduated from Air Assault School and became a proud member of the 101st Airborne Division. He remains active in his support of the Veterans of Foreign Wars Organization, and those who have proudly served our country. He obtained his Accredited Wealth Management Advisor (AWMA) designation from the College of Financial Planning, along with his Missouri Insurance License. He lives in Blue Springs with his wife Jennifer, and son Chase.