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GROWTH & IMPACT WEEK SPEAKER LINEUP

 The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market,  from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm. 

 

Brian Seelinger

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At Knox McLaughlin, my focus is on combining legal expertise with proven financial acumen to deliver strategies that meet the intricate needs of our diverse client base. My experience with trusts, estate planning, investments, business succession,...

ABOUT BRIAN

At Knox McLaughlin, my focus is on combining legal expertise with proven financial acumen to deliver strategies that meet the intricate needs of our diverse client base. My experience with trusts, estate planning, investments, business succession, and ERISA provide a unique skillset and multi-disciplinary point of view. With a background in managing a $3B AUM portfolio, my approach to investment planning is characterized by meticulous risk management and an analytical mindset, grounded in my credentials as a JD, CFA®, CPA. and FRM®.


Leveraging the skills honed as a Senior Portfolio Manager, I have cultivated long-term customer relationships through attentive listening and the development of personalized financial strategies. Our team specializes in identifying opportunities for clients, translating complex market trends into actionable insights. Committed to excellence, we strive for optimal outcomes in every client engagement.