Brian applies his more than 16 years’ experience in serving the financial planning and wealth management needs of his clients. His specialties include insurance planning, employer-sponsored plans and retirement planning. Brian’s time spent as part of the Raymond James Insurance Group and the Merrill Lynch Insurance Group adds to his professional perspective and broad financial acumen. He is a graduate of the University of Central Florida and holds a Bachelor of Science in business. When not busy with professional responsibilities, Brian loves spending time with his young daughter.