Brian uses his impressive interpersonal abilities to get to know clients, allowing him to assist at every step of a client’s financial journey. His personable and approachable demeanor makes him a fantastic fit as an Associate Wealth Advisor with Boston Retirement Group.
With over seven years of experience in the financial services industry, Brian is a CERTIFIED FINANCIAL PLANNER™. As a fiduciary, he always puts his client’s best interests above all else.
Additionally, he holds the CLU® designation, which he attained from the American College of Financial Services. This designation provided Brian with a deeper understanding of insurance, estate, and retirement planning techniques used in the financial planning process.
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 grew up in Franklin, MA, and lives with his fiancé Sara and their dog Kaiser in Natick, MA. Outside the office, he stays active by hiking, golfing, traveling, and relaxing on the beach.