BRIAN KNAPP, CFP^®

Wealth Advisor, Director of Client Services

“Always deliver more than expected.” — Larry Page, Google

As a Wealth Advisor and the Director of Client Services, Brian leads the training and development of Mosaic’s up-and-coming wealth advisors. Additionally, he offers tailored financial counsel to families who are not merely pursuing financial success, but also seeking genuine significance in their lives.

Brian’s journey in financial services began in his hometown of St. Louis, Missouri, with a decade-long tenure at Edward Jones. There, he held diverse roles in product management and client strategy, culminating in attaining the esteemed CERTIFIED FINANCIAL PLANNER™ designation. During his CFP^® studies, Brian discovered a passion for direct client interaction, prompting his move to TD Ameritrade, where he led a team focused on crafting customized investment portfolios. Subsequently, at Socium Advisors, Brian adeptly managed client relationships, delivering tailored investment, insurance, and estate planning solutions.

Motivated by his dedication to Mosaic’s clients, Brian believes in cultivating deep relationships to truly understand their aspirations and devise optimal pathways to achieve them.

Brian holds a Bachelor of Arts and a Master of Business Administration from the University of Missouri-Columbia. He resides in Des Peres, MO, with his wife and two children along with their cherished canine companions. Beyond his professional endeavors, Brian actively coaches his son’s baseball and wrestling teams, while the Knapp family finds joy in camping, traveling, and embracing outdoor adventures together.