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About Brian

 

Brian uses his impressive interpersonal abilities to truly get to know clients, allowing him to be of assistance along every step of a client’s journey. His personable and approachable demeanor make him a fantastic fit as our team’s Client Relationship Associate.

With more than six years of experience in the financial services industry, Brian recently passed his final course from the American College of Financial Services for the CLU (Chartered Life Underwriter) designation. This designation provided Brian with a deeper understanding of insurance, estate and retirement planning techniques used in the financial planning process. Additionally, he is working toward completing the CFP® (CERTIFIED FINANCIAL PLANNER) designation.

A graduate of Salve Regina University, Brian has a Bachelor of Science degree in Financial Management and Business Administration. While in college, he was an avid lacrosse player and coached youth lacrosse to share his love for the sport.

Brian lives with his girlfriend and their dog, Kaiser. Outside the office, he stays active with hiking, traveling, going to concerts and relaxing on the beach.

 

Email Brian

 

Favorite food:

Pizza

Best piece of financial advice received:

Create a budget and stick to it

Favorite quote:

"Life is what happens when you're busy making other plans.” – John Lennon

If you could meet anyone, past or present, it would be:

Tom Brady

Favorite movie:

“Ferris Bueller's Day Off”

Favorite TV show:

“Game of Thrones”

What motivates you:

My family

Favorite holiday:

Thanksgiving

Something on your bucket list:

Learn how to play the guitar

Place you’d most like to visit:

Switzerland

Biggest accomplishment:

Coaching a seventh- and eighth-grade lacrosse team to the school’s first undefeated season