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 in order 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.
Welcoming his daughter Blake reinforced Brian’s commitment to involving the next generation in the financial conversation. 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 the Burlington Country Club. He also parlayed his experience playing varsity basketball at Skidmore College into a volunteer assistant coaching opportunity at Rice Memorial High School.
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.
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.