Registered Investment Advisor Representative
Brian is a financial advisor and the branch manager. He has been with the practice since 1995. Prior to that he was a sales assistant at Merrill Lynch and a Financial Consultant at both Shearson Lehman American Express and Smith Barney. Brian served in the United States Navy as an Emergency Equipment Specialist before starting his career in the financial services industry. Brian is also a licensed insurance producer.
Brian specializes in Retirement Planning for individuals and business, Asset Management, Financial Planning, College Savings Plans, Tactical Asset Allocation, Insurance and Annuities, and Collaborative Law.