ASSOCIATE PLANNING STRATEGIST

Brian is an Associate Planning Strategist at Mosaic, where he helps entrepreneurial families untangle their legal, tax, and financial world and turn it into clear, confident decisions. Clear visuals and plain-English communication sit at the heart of how he works.

Before law school, Brian worked as an M&A Strategy Associate at a Big 4 professional services firm. While earning his J.D., he worked in the Private Wealth group at a multinational tax accounting firm and clerked at a boutique tax law firm, handling tax controversy and tax planning engagements for closely held businesses and investors. He holds a J.D. from the University of Houston Law Center and a Bachelor’s and Master’s in Accountancy from the University of Missouri.

Outside the office, Brian enjoys lifting weights, making memories with family and friends, and spending time in nature. He’s a devoted basketball fan, especially of the UH Cougars and Houston Rockets, and he’ll tell anyone who will listen that Damian Lillard is the greatest point guard of all time.