His Bentley College education and 15 years of experience in the financial services industry is not what inspires Brian to do well by his clients – it was witnessing his parents’ story that fueled his career.
“Unfortunately, I had an unwanted front row seat to the pain, grief, and financial burden of my father’s untimely passing. My mother’s dream of life in retirement with my dad, enjoying time together with grandchildren and family vacations, was gone. But more importantly, how was she going to stay in her home? Would she have to go back into the workforce just to survive. Fortunately, my father had made arrangements to protect his family in the event of his premature death and my mom didn’t have to work or be forced to sell the family home. My dad had taught me one more life lesson and I needed to share it with as many people as possible. I decided then to dedicate myself to a career helping individuals and families protect what matters most, while navigating life’s unexpected challenges through planning for each phase of life.”
Throughout his career, Brian has focused on understanding each client’s unique needs, values, and aspirations. Whether preparing for retirement, funding education, managing wealth, or planning a financial legacy, he is committed to providing thoughtful guidance and dependable service every step of the way. Brian takes pride in being a valued resource and advocate, helping clients make informed decisions designed with the goal to maximize opportunities and support their long-term financial success.
When he is not working, you might find Brian swinging a bat, paddle or club either on the softball diamond, the pickleball court, or the golf course. He also enjoys cooking, playing guitar, and being the proud father of two adult (yikes!) daughters.