Brian Thompson

Financial Advisor

he/him

Brian provides comprehensive financial and business planning to LGBTQ+ entrepreneurs who run mission-driven companies. He understands the added stresses of running a business while being a person of color and a part of the LGBTQ+ community. You may not have access to the knowledge that others do. Brian has helped lift some of that weight from Dragonfly's shoulders.

Because he served the LGBTQ+ community, Brian was awarded the Inspiring Leader Award by the National Association of Personal Financial Advisors (NAPFA) in 2018. He was recognized by InvestmentNews' 2018 "40 under 40". I'm a senior contributor to Forbes and NAPFA Advisor Magazine's Efficient Planner Column. You can learn more about Brian and his story in his profile in the New York Times and his podcast interview featured on The Huffington Post.

Brian graduated cum laude from DePauw University and obtained his Juris Doctor from Boston University School of Law. He earned his Certificate in Financial Planning from the Boston University Center for Professional Planning and received his CERTIFIED FINANCIAL PLANNER™ designation in 2012. He became a Registered Life Planner through the Kinder Institute of Life Planning in 2020 and a certified Profit First Professional in 2021.

When he's not doing what he loves professionally, Brian enjoys working out, cooking (and sometimes baking), and exploring Chicago, the best city in the world!