Brian loves to communicate complex subjects in simple, understandable terms. He also likes to motivate and encourage people. He started his wealth management career in 2002 at RBC Wealth Management and spent the following 6 years learning the industry from top to bottom. During this time Brian developed and managed many concentrated-stock diversification strategies as well as accredited investments and estate plans for high-net worth clients. Brian decided to adopt the Fiduciary business model in 2008 by forming the Registered Investment Advisory firm, Dightman Capital Group Inc, which was acquired by The Retirement Planning group in 2023. Brian is a Charted Market Technician (CMT) designation holder.Prior to becoming a Wealth Manager, Brian spent a dozen years in the technology industry at a variety of small and large hardware and software companies (Microtek, MetaCreations, aQuantive, Microsoft). Innovation and entrepreneurship are two business characteristics Brian tries to live by; they are an integral part of running a wealth-management practice and evaluating potential investment opportunities. His natural optimism is balanced by many real-world experiences managing risk. He has been part of the management team at companies that completed successful IPOs and others that closed their doors.Brian has been married to his lovely wife since 2000! They have two grown sons and a dog. In addition to his dedication to wealth management, Brian enjoys reading, the outdoors and volunteering. He has been active in the community all his married life. Brian holds a business degree from the University of Kansas City.

Delivering investment strategy and financial planning for modern markets.

Financial consultant to high-net worth families with an emphasis on concentrated-stock diversification and risk-management strategies.

Managed the entire sales process to large online advertisers. This solution sell required establishing a relationship with marketing executives, comprehending the varied and complex needs of the prospect, understanding their business model and which Avenue A solutions were best suited to win the business. Technical elements of the sale included integration with customer CRM solutions and Microsoft SQL configuration. Closed new business with Starbucks, Best Buy, Morgan Stanley Dean Witter, Household Finance, GE Capital and several dot-com companies. Top sales person for the Precision Email service.

MSN Shopping Channel Producer of the Star Wars Bazaar shopping site. Developed program theme, messaging, tie-ins, offers, incentives and integration program. Created a new email format, evaluated database design and capability, integrated HTML and segmented offers. Managed the Deals & Bargains and Free Stuff departments. In the Consumer Channel Unit managed the retail channel activities for the Double Your Money promotion of Money 99. Analyzed budget expenditures, inventory placement and sell-through results. Assessed opportunities and communicated the promotions’ objectives to target audiences internally and externally. Results improved sell-through.

Managed the retail sales channel for their first product, ipublish. Managed distributors: Ingram Micro and Tech Data. Secured retail partners: Office Depot, CompUSA, Computer City, Best Buy, Micro Center, Fry’s Electronics, Egghead and others. Responsible for developing all sales and marketing collateral for each account including product packaging, POP’s, advertisements, brochures, etc. Designed and managed a sales training program and channel awareness campaign.

Managed distributors: Ingram Micro, Tech Data, Merisel, Navarre, and D&H Distribution. Managed retail accounts: Best Buy, CompUSA, Computer City, Fry’s, Micro Center, Staples, Office Depot, Office Max, Elek Tek, Price Costco, Future Shops, and Fred Meyer. Managed catalog accounts: Micro Warehouse, Multiple Zones, Creative Computer, Publishers Toolbox, Tiger Direct, Dartek, PC Connections, and CDW. Account manager for #1 strategic partner, Adobe Systems. While at MetaCreations, revenue grew from $4M to $80M. Awarded Employee of the Year, 1996.

Managed a territory of small retail chains and independent computer stores including Computerware, The Computer Store, Tech Computer, Ballard Computer and others. Managed catalog accounts: Micro Warehouse, Multiple Zones, Publishers Toolbox and PC Connections. Established Kinko’s as the first direct corporate account. Demo Sales Person of the year, ’90 & ‘92. Grew territory accounts and revenue at or above stated goals each year. While at Microtek, revenue grew from $10M to $55M.