While founding a startup real estate development and construction company, Brian earned a degree in finance from Western New England University, which led him to the financial services industry. Realizing that the professional financial services being provided to his company could be improved upon, he sought out to deliver best-in-class advice as an investment advisor, registered representative and insurance agent, with New York Life and their corporate investment advisor, Eagle Strategies.
Brian’s natural fit with small business owners in business-to-business relationships formed the basis for his career transition to supporting other financial advisors. Starting with Mass Mutual Financial, progressing to The Hartford and then Mercury Financial, Brian has been consistently aiding financial advisors in their practices delivering first-class risk management, wealth preservation, business planning and tax strategies via case discovery, design and presentation.
Now working for Raymond James Financial and focusing solely on their advisors, Brian serves the Northeast, New York State, New Jersey and Pennsylvania. By working with Brian, we are able to bring in a specialized consultant to help ensure the advice, strategies and products their clients are considering are appropriate for their individual situations.
Brian resides in Western Massachusetts with his family. When he isn’t working, he takes any opportunity to spend time hiking, fishing and skiing. While home, he enjoys making furniture in his woodshop and playing golf.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.