Brian began his career in the financial services industry, working for Jim Bogart in 1995. He oversees the delivery of important client communication in a timely manner, which is critical to keeping our clients informed of necessary updates and account-related information.
Brian has worked with advisors and clients in all facets including wealth management, investment accounts, estate planning, charitable giving, life and disability insurance, annuities, and long-term care planning. Brian is continuously advancing his knowledge and skill set to better assist our clients on a daily basis.
Brian has been married to his wife, Nicole since 2012. When they’re not working, they love to travel, play golf, and take their rescue dog, Stanley, to the local dog park.