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As a Financial Advisor, Brian works with individuals, families, and business owners on their protection and investment needs. Brian is passionate about understanding the unique circumstances that every family endures and aims to provide a customized plan for how to help them reach their financial freedom.
Brian earned his Bachelor of Science degree in Finance from James Madison University. Following college, he worked in consulting in both Virginia and Connecticut before entering the financial services industry. With a special interest in educating families in the importance of simplifying their finances, he fell in love with financial planning. Brian received his CFP® designation in 2019.
Brian spends a lot of time in the Christ Our King – Stella Maris community volunteering as a basketball coach and belongs as a parishioner to St. Benedict’s Catholic Church. A native of Fredericksburg, VA, Brian is very active in playing soccer, basketball, swimming and running cross country. His wife, Kelly, is a first grade school teacher at Christ Our King – Stella Maris and has three young children, Annabelle, Aiden, and McKenna who also attend Christ Our King.
I am licensed and registered to offer products and services in SC. Licenses and registrations will vary. Domiciled in SC
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