Brian Vnak
Brian Vnak
Brian Vnak is a highly skilled Certified Public Accountant (CPA) with a wealth of experience in consulting high net worth individuals on their personal and business finances. His expertise lies in advising executives, entrepreneurs, inherited wealth, and trust/estate administration clients on income, gift, trust, and estate tax issues, financial structure and strategy, financial plan modeling, asset allocation, and estate planning. Brian is a graduate of the University of Notre Dame - Mendoza College of Business, where he studied a Masters of Science in Accountancy with a Tax Focus, and a Bachelor of Business Administration in Accountancy.
Brian began his career as a Tax Intern at Deloitte, then moved on to be an Audit Intern at Ernst & Young, an Internal Audit Intern at Honeywell, and a Senior Tax Associate at KPMG. He went on to serve as a Wealth Adviser at Dougherty Wealth Advisers LLC (formerly known as Somerset Advisers LLC), the Director of Integrated Advice Strategies, Vice President of Integrated Advice and Vice President of Advisory Services at Wealth Enhancement Group.
Aside from significant experience in the industry, Brian has a reputation for understanding his clients, anticipating potential issues, and providing comprehensive customized strategies. His goal is to establish a long-lasting relationship with his clients and help them achieve their goals.