Brian serves as a liaison between clients and our lead advisors. Providing high-quality service, Brian works alongside our lead advisors to help guide clients through the planning process.
As a powerlifter, it should come as no surprise that Brian spends much of his free time at the gym. He’s a self-proclaimed sports fanatic and will watch whatever game is currently on, though football and soccer are his favorites. In his free time, Brian enjoys spending time with his family by relaxing on the beach, cooking a good meal together, or watching a movie.