A collaborative approach to partnering with you
With more than 26 years in the financial services industry, Brian takes seriously his role in helping clients preserve the wealth and the future they’ve worked hard to secure. He takes the time to connect with each of his clients, helping them to define their individual needs and aspirations before crafting a strategy that encompasses those objectives.
Brian has expertise in providing financial advice to affluent families with a special focus on assisting clients with estate planning needs. He also oversees our team’s investment strategy, determining the most appropriate asset allocation and investments based on both internal and external research. Brian works closely with clients when creating a financial strategy, and makes it a priority to establish an open line of communication, ensuring they feel comfortable asking questions about the plan that’s been laid out for them.
Before joining Raymond James, Brian had worked at Merrill Lynch since 1996. He earned degrees in finance and economics from Lycoming College, and later attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning.
When he’s not in the office, Brian stays active in his community as a board member for Favors Forward and a football coach for Montgomery School District. Brian and his family are avid football fans and can often be found at Penn State games. Brian also enjoys hunting and the outdoors, as well as traveling with his family. He lives with his wife, Dana, and their sons, Logan and Weston, in their recently renovated 1854 farmhouse.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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