Brian began his career with Raymond James in 2004. Since then he has earned his Wealth Management Specialist (WMS) designation and is currently working towards his CFP^®. Brian seeks to provide clients with a sense of well-being not simply through skill and a broad range of investment products, but by making the financial planning process a positive, personal experience.

Brian holds a Master of Business Administration and a Bachelors of Science in Marketing, both from Franklin University in Columbus, Ohio. He resides in Clearwater, Florida with his wife Gila and his twins Sophie and Doran.