A key piece of your relationship with your financial planner is the trust that comes from being truly heard. Brian strives to learn his clients’ stories at a deep level to help them navigate the path to reaching their personal goals. From young professionals to established business owners, from early savers to retirees wanting to expand their philanthropic reach, his detailed approach to client relationships allows him to be the cornerstone of your financial team.

Brian’s commitment to involving the next generation in the financial conversation is reinforced by his own growing family. Whether that is providing financial education, facilitating family meetings, or helping navigate complex estate planning issues, he believes that communication and transparency are key.

An avid golfer, Brian serves on the finance committee of Burlington Country Club. He also sits on the board of the Greater Burlington YMCA.

Brian began his career in Boston, where he gained valuable hands-on experience with asset management and comprehensive financial planning at BNY Mellon and Crestwood Advisors. After moving to Vermont with his wife, Alyssa, they welcomed their daughter, Blake, and rescue dog, Balto.