BIO

Brian Kosek

Financial Planning Associate

Brian is a Financial Planning Specialist at Defining Wealth and is passionate about making a meaningful, positive impact on the lives of the people he serves. He believes trust is built one conversation at a time, and that a great financial plan starts with making people feel genuinely seen – understanding goals, values, and what a life well-lived looks like to each individual.

Professionally

Brian graduated from the University of Tennessee, Knoxville (Go Vols!) before beginning his career at a global investment management firm where he spent four years consulting on investment strategy. He grew into leading a team there and discovered how much he enjoys investing in the growth of others. At Defining Wealth, he helps turn each family’s priorities into a clear, actionable financial plan. Brian is currently a Level II candidate in the CFA Program.

Personally

While growing up in the Chicago suburbs, Brian spent a month most summers camping with his family through national and state parks – the start of a lifelong love of the outdoors. He’s been fortunate to have camped at least one night in almost all of the continental United States. 

These days that mainly means fishing: small- and largemouth bass on Tennessee lakes, fly fishing for trout, and saltwater adventures with tarpon still on his bucket list. When he’s not fishing, he’s finding a new hiking trail, continuing to grow his faith, or exploring the Nashville area with his fiancée, Brooke, and their two dogs, Tucker and Dixie. While there aren’t many, if there’s one thing he doesn’t like, it’s missing a Chicago Bears or Tennessee Volunteers football game.