Brian has spent the last 15 years involved in the investment services & financial planning world. His initial experience came from Merrill Lynch, where he worked as an investment advisor on a team that managed over 500 million of assets. He later moved to Raymond James where he spent time developing his investment management, retirement planning and tax strategies skill set, until settling in with LPL Financial.

Brian's primary focus and experience is investment management as well as advanced financial planning and tax planning strategies when working with clients.

Brian has earned his degree in Finance from Ohio University while playing football, as well as earning his MBA from California University. Brian also holds his certificate in financial planning from Bryant University as well as his CERTIFIED FINANCIAL PLANNER® professional designation, adding a more in-depth approach for clients. Brian also holds a certificate in private equity from Harvard. Brian also has the highest federal tax designation as an Enrolled Agent (EA) with the IRS, being able to provide tax advisory services. 

Brian and his team encompass all aspects of financial planning when working with clients. He prides himself on the ability of his team to add value, establishing comprehensive financial planning services, long-term growth strategies, and implementation and management with a goal to simplify and maximize financial well-being.

Brian works with clients nationwide.