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Brian earned an MBA in Finance in 2004 from Thunderbird School of Global Management and has been working in financial planning and risk management ever since. Brian focuses on helping his clients lay the framework to define their goals and then build a financial plan to help shape their future. He strives to address every aspect of their financial needs and opportunities by identifying their goals, dreams, and getting started on their path to financial security. In the early part of his career, he supported large consumer goods and pharmaceutical corporations in New Jersey and New York and now focuses exclusively on helping families and small businesses across the country achieve the goals that are most important to them. Having spent time in Corporate America, Brian understands the financial complexities that corporate employees are faced with. Brian is fluent in Spanish and French and has a special interest in supporting individuals and families in international communities. He holds his Series 6 and 63 securities licenses.
Brian currently resides in Holland Township, NJ with his wife and their blended family of eight children. Brian has lived and traveled outside the United States extensively including extended periods of time living in France, Belgium, Spain, England, and Venezuela. Brian is also an avid musician. Having started piano at age four, Brian enjoys playing both the piano and the organ regularly and you may find him anywhere from playing a rock concert in New York City to a Sunday morning church service.
I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ.
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