Bringing you team experience, investment philosophy, and a uniquely rigorous investment decision-making process.
Our team brings a diverse and extensive background to the table. With years of experience spanning entrepreneurship, trading, and research, we offer a holistic approach to wealth management. We understand that financial planning isn’t one-size-fits-all, which is why we specialize in creating personalized strategies that align with your unique goals and values.
Brian started his career in finance in 1997 at the Chicago Mercantile Exchange while attending the University of Illinois, Chicago. After a short period, Brian leased a membership and began trading for both his clients and his personal account. Recognizing the shift from open outcry to electronic markets, Brian joined Allendale Inc., a commodity brokerage firm located in McHenry, Illinois. His responsibilities included advising commercial accounts on how to best forward price their future crop and livestock production and manage their currency risk. Brian formed Atkins & Associates in 2011. A & A has allowed Brian to continue his work with hedging clients while adding asset management, social security planning, managed futures and other alternative investment products deemed advantageous to his clients.
Brian holds series 3 and series 65, he is licensed in life and health insurance, and is registered with the National Futures Association as an AP and a CPO. Outside of the office, Brian stays very active with his family. He enjoys boating on the Fox River, and traveling with his beautiful wife Jodie.