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Over the past 25 years, Brian has built his career as a trusted Financial Advisor using a disciplined wealth planning process and sound investment strategies to help his clients achieve their goals. Brian uses the Family Wealth Advantage^™ planning process which allows him to review each clients' complete financial picture, objectives, priorities and long- and short-term goals and put a structured plan in place designed to meet them.

Brian's educational background includes earning his Bachelor's degree from Aquinas College in Grand Rapids, MI. He continued his career development by earning the Chartered Retirement Planning Counselor^℠ or CRPC^® designation. This designation requires completing the program of study encompassing pre- and post- retirement needs, asset management, estate planning and the entire retirement planning process. Additionally, Brian must renew his designation every two years by completing 16 hours of continuing education.

Committed to helping his community, Brian is active with Special Olympics of Collier County and the LEAP Ahead Foundation of Collier County, Florida. LEAP is coordinated with Easter Seals of Florida to help disabled young people transition from the school system into suitable employment opportunities. Away from the office, he enjoys coaching youth basketball. He and his wife, Rachel, enjoy spending time with their children Max, Molly, Jack, and Patrick.

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