My professional purpose is to arm my clients with the knowledge needed to make important wealth decisions for themselves, their families and their businesses. By working with me, my clients are able to clearly articulate their concerns, goals and dreams. Sometimes for the first time. In collaboration with our Client Strategy Team my clients develop an actionable plan to address concerns and to realize their goals and dreams. Finally, as partners, we work together to implement and monitor plan progress on an ongoing basis. Should anything big or small change in my clients’ circumstances, we regroup, examine the impact of the changes, and implement the chosen recommendations. This continuous life cycle lasts across multiple generations and helps to ensure the family legacy stays intact and grows.I am motivated and take initiative wherever I am. I use my analytical mind to manage conflict, counsel, and coach my clients through complex situations. I develop rapport with my clients by actively listening, perceiving feelings, and highlighting client successes. I also strive to act with integrity, dedication, adaptability, loyalty, positive attitude, professionalism, self-confidence, and the willingness to learn in my everyday life. I understand the necessity of skill and team diversity with a focus on supporting individual efforts to accomplish team goals. I encourage you to find out how my team and I can help you by contacting me at brian.herrick@bmo.com or 239-572-4629.