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 Associate Wealth Advisor.
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.