Brian devotes the majority of his time to comprehensive financial planning for business owners, families, and individuals. His areas of specialty include wealth management, risk management, college savings, and financial planning. Brian gives his clients confidence through comprehensive planning and asset management, and he is passionate about helping his clients successfully plan for the retirement they have always dreamed of. He loves knowing that he is helping his clients improve their life now, in the future, and for future generations. Brian likes to take a personal approach to working with his clients, putting himself in his client’s shoes and treating them like family. His favorite thing about working at Raymond James is the ability to work with clients and help with their “big picture” financial planning.
Brian grew up in Cleveland, Ohio and currently resides in North Olmsted with his two children. Outside of work, he enjoys watching his kids play sports and spending time on Lake Erie in the summer boating, tubing, and jet skiing. He graduated from Cleveland State University with a degree in finance and later earned his MBA form Baldwin Wallace University.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.