Brian Lamborne is a Senior Wealth Strategist at Annex Wealth Management.

As a Senior Wealth Strategist, Brian works collaboratively with clients, Wealth Managers, and external CPAs and attorneys to provide guidance to affluent families, business owners, and corporate executives to create holistic plans centered around goals of personal wealth management, legacy, and philanthropy. His focus areas include business planning and transition matters, estate planning and wealth transfer, tax efficiency, and philanthropic goals.

Brian has spent his career consulting with clients and their advisors on business, income tax, succession planning, and estate planning matters. He has worked in the financial industry in the Advanced Planning Group at a national financial services company, and the Nautilus Group at a prominent insurance firm. Prior to the insurance firm, Brian worked for a national income tax consulting firm doing income tax and estate planning for small and mid-sized business owners.

Brian graduated from Albion College with a degree in Psychology. After several years doing tax defense work, he graduated from Roger Williams School of Law and then received his LLM in taxation from the University of Washington. He passed the General Securities Representative (Series 7).

Brian lives in Milwaukee with his dog, YubNub. He enjoys playing golf, hockey and guitar and hanging out with family and friends.