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 Lamborne
Brian Lamborne is a Senior Wealth Strategist at Annex Wealth Management, where he collaborates closely with clients, wealth managers, and external advisors—including CPAs and attorneys—to develop comprehensive strategies for affluent families,...
ABOUT BRIAN
Brian Lamborne is a Senior Wealth Strategist at Annex Wealth Management, where he collaborates closely with clients, wealth managers, and external advisors—including CPAs and attorneys—to develop comprehensive strategies for affluent families, business owners, and corporate executives. His work focuses on delivering holistic planning solutions aligned with clients’ goals for wealth management, legacy, and philanthropy. Brian specializes in business planning and transition strategies, estate planning and wealth transfer, tax efficiency, and philanthropic planning. Over the course of his career, he has advised clients and their advisory teams on complex issues related to income tax, succession planning, and estate structures. Prior to joining Annex Wealth Management, Brian held advanced planning roles within major financial services organizations, where he provided technical guidance on estate, business, and retirement planning strategies. His background includes work in national tax consulting and advanced planning groups, supporting high-net-worth individuals and business owners. Brian earned his law degree from Roger Williams University School of Law and holds a Master of Laws (LL.M.) in Taxation from the University of Washington.