Helping big law attorneys crush their goals.

Being a financial advisor to high-achieving, smart, busy corporate attorneys and lawyers comes with great responsibility.  Our team's goal is to provide you with a plan that helps you achieve your financial goals and client service that honors your time-pressed schedules.

Thanks to our incredible clients, hardworking team, and our Northwestern Mutual partnership, we are proud that Forbes has recognized us as a 2024 Best in State Financial Security Professional for our expertise.  

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Meet the Team

Photo of Financial Advisor Brandon Lindquist Briggs

Brandon Lindquist Briggs

Financial Advisor

As a comprehensive financial planner, my goal is to show up every day with consistent enthusiasm, intention and gratitude for helping big law attorneys crush their goals.

I started this career from my own experience as a client.  As a young professional, I wanted to be responsible with my finances, pay off student loan debt, save for retirement and have professional help making critical financial decisions.  

As I began to see the benefits of financial planning personally, I was attracted to the idea that I could grow my own business and connect with my clients on a more personal and impactful level. 

I am a true Midwesterner; I grew up in Grand Rapids, Michigan, attended college in Allendale, Michigan, where I earned my bachelor's degree from Grand Valley State University and moved to Chicago in 2007 to start my career.

I value spending time with my wife, our child, and my large, blended family. I enjoy golf, marathons, playing guitar, traveling internationally and watching sports.

Photo of Associate Financial Representative Eric Purnell

Eric Purnell

Associate Financial Representative

No stranger to the concept of financial planning, Eric’s mom introduced him to a Northwestern Mutual financial representative when he was 16 and started earning money.  

Today, with sincere enthusiasm for our mission, he is at the forefront of further developing new and existing client relationships and cultivating strategic partnerships in the legal community as an Associate Financial Advisor.

A Philadelphia native and a decathlon track and field collegiate student-athlete at High Point University, family ties brought him to Chicago in 2017 after he earned his business degree. A career path in professional custom clothing ended during COVID-19 when he transitioned to financial services. 

Eric is committed to working out, embracing healthy eating and loves cooking. A dog dad to three, he enjoys being a Chicagoan and the music scene the city offers.

Photo of Director of Operations Joaquin Thomas Carrig

Joaquin Thomas Carrig

Director of Operations

As Director of Operations, Joaquin creates a client experience that respects your schedule.  From your first personal interaction to exploring our innovative technologies, we are dedicated to being accessible and helpful at every step.

Joaquin joined our team in 2024 and embraced our “pleasantly persistent,” proven process, encouraging our clients to act to meet their goals.

A graduate of Loyola University Chicago, Joaquin spent several years in the broadcast industry in sports production roles.  He is an avid sports fan and an aspiring actor.  Having lived in states from the East Coast to the West Coast, he favors the Midwest and is proud to call Chicago home.