Brian Whitaker joined Laird Norton Tyee in 2003 as a client advisor. Brian enjoys having meaningful discussions with clients, gaining a thorough understanding of their personal and financial concerns, and assembling a team and relevant resources that will help them achieve what they view as important.

Brian draws from more than 16 years of wealth advisory experience to develop customized personal financial plans that keep clients on track toward reaching their life and financial goals. Brian is experienced working with closely held and family-owned businesses where he advises owners on short- and long-term financial planning. He also has a history of working with trusts as a trustee and trust officer.

Prior to joining Laird Norton Tyee in 2003, Brian was a client advisor at a registered investment advisory firm and at a national brokerage firm where he gained knowledge in financial planning and investment portfolio management.

Brian has a degree in economics from North Park University in Chicago, Ill., and serves as a member of the board for the School of Business and Non-Profit Management at the university. He is a Certified Financial Planner® professional.