Brian works closely with clients to help them prioritize their goals and create effective financial plans that help them to achieve their goals. He enjoys helping clients better understand how to manage their portfolios through education and takes great pride in enabling clients to enjoy the fruits of their labor by maximizing their financial circumstances.

His most cherished time is spent with his family. He can usually be found outdoors with his son, taking part in activities with his daughter, or enjoying a nice dinner with his wife. Brian also supports several organizations including Wounded Warriors, Sloan Kettering Cancer Center, and Catholic Charities.