Brian joined Raymond James in 2018 after 15 years of combined experience in investments, banking, and corporate accounting. His academic background consists of a Bachelor of Science from the University of Florida, a Master of Business Administration from the University of Phoenix, and a Master of Science in Accounting from the University of Central Florida. His qualifications include securities licenses (Series 7, 9, 10, 63, and 66) and a 2-15 insurance license, allowing him to provide in-depth financial solutions for his clients.

As a dedicated financial advisor, Brian is committed to helping individuals, families, and business owners build, manage, and protect their wealth. He believes that successful financial planning starts with understanding each client’s specific goals, values, and life circumstances. Through a personalized, long-term approach, he strives to provide clear guidance and practical strategies that promote financial security at each stage of life.

Beyond his professional role, Brian is engaged in the local community. He is an active member of the Oviedo Rotary Club, where he supports service-oriented initiatives that strengthen the community. He is also a member of the Oviedo-Winter Springs Regional Chamber of Commerce, collaborating with fellow professionals and business leaders to promote community connections and economic growth.

Outside of the office, Brian enjoys spending time with his wife, their two daughters, and family dog, and he also appreciates a good tennis match or round of golf. By combining his professional, community, and personal experiences, Brian brings well-rounded and thoughtful guidance to his financial advising clients.